Below are details about reporting changes in production as of July 29.
Business Assets Reporting:
The "OSU - Find Assets" report now features a new Asset Description prompt. This text field allows users to enter a description, returning assets that begin with the specified value. This enhancement streamlines the search process, ensuring more accurate and relevant asset retrieval.
Find FDM Requests Report and Security Enhancements:
All PCard Forms that support the issuance of a new PCard or adjustments to an existing PCard will be moved from DocuSign to Workday on Monday, August 12.
Blank book code (activity for decentral journals) will be closing at 4 p.m. on Thursday, July 18. Please remember to take timely action on journals. As this is second close for fiscal year 2024, any journals or transfers in "Created" and "In Progress" status after 4 p.m. on July 18 will be cancelled.
As of July 18, an updated Workday notification has been created following the approval of a Subaward Supplier Contract or Subaward Supplier Contract Amendment. A notification of fully approved subaward supplier contract or supplier contract amendment goes to all the prior approvers in the workflow and the initiator. This creates consistency with other spend transactions.
All PCard Forms that support the issuance of a new PCard or adjustments to an existing PCard will be moved from DocuSign to Workday in August 2024. More information regarding the implementation date will be announced in the next NewsLink posting.
The PCard Office is offering an Information Session and Demonstration to provide guidance and resources to assist with the transition of the PCard Application and Maintenance Forms into Workday.
To address the Workday encumbrance issues associated with payroll commitments for biweekly pay period 14 (6/16-6/29), FY24 payroll commitments were closed out the week of Monday, July 8 and a new integration with a journal source of "Payroll Encumbrance Accrual Reversal" was run to clear outstanding balances in FY24. Correcting entries for over liquidations in FY25 associated with PPD14 also have been posted. Reporting for personnel encumbrances should now be back on track and we will resume the regular encumbrance adjustments schedule starting July 15.
Below are details about reporting changes as of July 15.
Variance Analysis Reports Default Prompt Updates for Fiscal Year 25:
When the university asked OTDI to modernize our administrative systems with cloud-based Workday, Ohio State gained the ability to maintain a primary source of trusted data (a single source of truth) that could be shared by all of Ohio State and the Wexner Medical Center.
A new spend category has been created for warranties (SC11019). Previously, users were selecting the insurance services spend category for warranty transactions, which were routing for special category approval with Risk Management. Warranties do not require special category approval from Risk; therefore, this new spend category should be utilized for these transactions.
The template to upload journal entries via Enterprise Interface Builder (EIB) is changing. Beginning at 5 p.m. on Friday, July 12, you will need to use the new template. The current template will not work after 5 p.m. on July 12. The current information found at the Upload Journal Entries (EIB) in the Administrative Resource Center (ARC) will be updated at the time.