During the months of November and December, the Procurement and Supply Chain reports listed below will be enhanced to add a new prompt for "Projects." This prompt will provide additional search options on projects and is intended for areas managing large projects with multiple phases in Workday.
The list below indicates the reports being updated, as well as the date each report is expected to be updated.
A new report named "Business Processes Awaiting Action - Asset Detail" has been released to aid in locating where asset events are in workflow. This report displays one row per event awaiting action and will provide basic information about the asset as well as days awaiting action and days since assignment.
With the release of this new report, the older "Transactions in Progress - Asset Registrations and Transfers" report will be retired on Friday, November 15.
The Office of Business and Finance welcomes your feedback on revisions to the Deposit of Funds policy and Petty Cash Funds, Change Funds, and Cash Advance Payments policy (currently named the Cash and Cash Alternatives Payment Methods policy). These policies are open for university-wide feedback through October 27 on the University Policies website. Visit the “Policies Under Review” tab to view an overview of the policy changes and the proposed revised policies.
On Thursday October 24, the Tableau report "Delegation History - OSU" will be enhanced with the fields listed below.
A new column has been added to the "Find Journal Lines - OSU - Posted Journals by Amount Type" report to display the Stock Request Number for journal lines with an Inventory Shipment journal source. This is to allow end users to trace a shipment back to the original requisition submitted for the order.
The "Cost of Sales" worktag changes listed below are coming soon.
Validations on Expenditure Treatment (ET101)
The "Find Transaction Summary Reports" report group has been created to help end users run multiple reports with a single set of prompts. This report group will render results for the summary report groups in the following areas: Requisitions, Spend Authorizations, Expense Report, Miscellaneous Payment Requests, Supplier Invoices, Supplier Invoice Requests, and Purchase Orders. The output of all these reports is compiled and downloaded into one Excel file for end user convenience. Pivot tables have been added on a tab in the Excel output summarizing the report statuses.
Sources and Uses - Variance Analysis Changes
The Controller's Office recommends that units do a periodic review for worktags that are no longer being used and submit inactivation requests through an FDM Request in Workday. Prior to submitting worktag inactivation requests, please ensure that the Inactivation Checklist has been completed and the balances are clear.
Below are details about recent and upcoming report changes.
Find Journals - OSU
The "Find Journals - OSU" report has been enhanced with two additional fields in the output of the report. The field names are "Cost Center" and "Worktags."
Report Retirement Reminder
The reports "Find Accounting Adjustments" and "Find Accounting Adjustment Lines for Organizations" will be retired on Friday, September 27. The recommended replacement for these reports is "Accounting Adjustment Status - OSU."