Tagged: NewsLink

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."

During the week of September 9, Ohio State will start utilizing the auto-close functionality provided by Workday for university purchase orders for goods. When a university purchase order for goods meets the criteria listed below, they will automatically close.

A new university-wide contract for Entertainment Services was recently awarded to nine suppliers. The Sourcing Team pre-negotiated rates, discounts, and terms with suppliers for use by Ohio State as part of a competitive Request for Proposal (RFP).

Awarded Supplier List:

During the evening of Thursday, August 29, enhancements will be made to the internal order billing process to allow for negative invoice line amounts. Currently, refunds/credits to customers can only be accomplished using a cost center journal. Negative invoicing will replace cost center journals as the standard practice for issuing refunds/credits to customers.

A new Inbox Filter for Workday was created August 7 for use on supplier invoice requests, specifically within the CCH7 cost center hierarchy. This supplier invoice request lookup is tied to the requisition line and requisition line distribution business objects.

"Find Supplier Invoice Summary - OSU" Report: The "Find Supplier Invoice Summary - OSU" report has been enhanced with two additional fields in the output of the report. The field names are "Invoice Reference ID" and "Supplier Reference ID."

National Payroll Week 2024 begins on Monday, September 2!

Since our organization supports many systems and processes that enable university faculty and staff to be paid, National Payroll Week is important to us all!

In 1996, the American Payroll Association founded National Payroll Week to coincide with the celebration of Labor Day.

As shared in a prior NewsLink post, effective Monday, August 12, all PCard Forms that support the issuance of a new PCard or adjustments to an existing PCard must be submitted through a Request in Workday. Refer to the PCard - Application Request and Maintenance Request Job Aid for navigational guidance in Workday.

By the end of August, enhancements will be made to the internal order billing process to allow for negative invoice line amounts. Currently, refunds/credits to customers can only be accomplished using a cost center journal. Please note that due to a Workday constraint, the negative invoices will only get picked up for settlement once there is an overall positive total invoice amount for that internal supplier ID. Service line invoices will have to be refunded with negative service lines, and goods lines will have to be refunded with a negative goods line amount, including the quantity.