Tagged: Finance and Supply Chain Reporting

The "Workers on Leave for Cost Center Managers" report is being enhanced to return workers on leave that have "active" leave on or after the date the report is run through the end of the fiscal year. This will allow units to see future dated leaves that may impact their fiscal year encumbrances. The change will be migrated into production the week of January 23.

To provide additional reporting attributes, fields for "Fiscal Year," "Fiscal Period," and "Job Code" will be added to the "Find Journal Lines - OSU Payroll Detail" report output on Tuesday, January 24.

In addition, a new "Pay Component/Fringe Basis" report prompt will be added. The new prompt is a freeform field that can be used to return all rows associated with an earning. This change will help show fringe rates associated with an earning code. 

The "Find Credit Card Transactions for Worker Organization Assignments" Workday report will be decommissioned on February 28.  

Individuals can utilize the report “Credit Card Transactions - OSU” as the replacement to the decommissioned report.

Users with saved filters for the report are asked to delete them prior to the decommission date.

The "Find Spend Authorization Summary - OSU" report has been enhanced to provide additional flexibility and insight into tracking the completion of the International Travel Acknowledgement of Understanding (AOU).  

 The fields listed below have been added to the report output.

An enhancement to the "Find Journals OSU" report has been added to allow users to search journals by last updated moment in the prompt.

The "Find Requisition Summary - OSU" report has been enhanced to provide additional flexibility and insight into tracking new supplier requests.

The fields listed have been added to the report output to provide additional flexibility and insights:

New Business and Finance training and help resources have been recently made available.

Supplier Invoice Basics: 

A new Supplier Invoice Basics 15-minute course is available in BuckeyeLearn. This session is recommended for Ohio State employees that make purchases and work with suppliers. 

Coming Soon: Plan Versus Actuals by Plan Worktags: 

A new report that compares plan to actuals variances by plan worktags has been developed in Workday and will be migrated into production the week of 11/14/22. The report shows plan to actual variances by each unique combination of: Balancing Unit, Cost Center, Fund, Program, Project, Activities and Events, and Assignee.

Note: The Grant and Gift worktags were omitted from this report as plan is not loaded down to these dimensions.

OnBase automates the pairing of invoice detail lines with purchase order detail lines prior to posting an invoice in Workday. New resources are now available to help provide additional visibility and support around this process. 

OnBase Job Aid - A new OnBase job aid has been created for OnBase users. The guide provides information about basic OnBase functionality and navigation.

The two reporting enhancements listed are now in production.

Find Miscellaneous Payment Request Summary - OSU - This report has been enhanced to include the Accounting Date, and Reconciliation Status as both a report prompt, and output field. 

Find Expense Report Details - OSU - This report has been enhanced to include the Merchant Name transmitted to the bank for Expense Report lines associated with PCard Purchases.