To assist with the year-end procurement roll-forward process, the Controller’s Office will be analyzing and closing out old internal and external Purchase Orders (PO) which meet the parameters listed below.
The "Find Supplier Requests" report in Workday will be enhanced with an additional column on the report called “Supplier Request." This drill down field allows those who have access to this data to see and take additional actions.
The "Find Supplier Invoice Request (SIR) Summary - OSU" report will be enhanced with an additional set of date prompts.
Prompt "Supplier Invoice Request Completed Date on or After" and "Supplier Invoice Request Completed Date on or Before" fields are added which allows users to run the report by when the supplier invoice request completed consistent with other procurement reporting.
Updates were made to Module 1 of the 2 part Internal Order Billing BuckeyeLearn training.
A new BuckeyeLearn Curriculum called "The Buying Experience" is now live. This is a 6-module curriculum covering the most used Requisition types for new employees. These can be taken as a full curriculum, or each one can be watched as a stand-alone course.
A new university-wide contract for Flowers and Occasion Gifts was recently awarded to six suppliers. The Sourcing Team has pre-negotiated rates, discounts, and terms with suppliers for use by the university through a competitive bid process.
The scope of these contracts includes, but is not limited to, floral arrangements, plants, gift baskets, gift items, or sweets, to mark any occasion. Among possible occasions could be retirements, promotions, sympathy, get well, congratulations, etc.
Beginning Thursday, October 24, two new fields will be added at the header level of a requisition. These new fields are "Freight" and "Other Charges." This change will allow end users to account for any freight or additional handling charges noted on a quote without adding a line item to the requisition.
Two supplier invoice matching rules will be updated on Thursday, October 24. The changes listed below will be made for the University only.
Freight Variance: If there is freight on the purchase order and the invoice freight amount exceeds the purchase order amount by $300 or more, the invoice will go into match exception status. If there is no freight on the purchase order, then a supplier invoice freight amount of $300 or more will cause the invoice to go into match exception.
A bid was done for gift cards and incentives, resulting in contracts being awarded to two suppliers â Virtual Incentives and Tango. These contracts are available for university-wide use for digital and physical gift cards. Contract information can be found on the appropriate contract book pages.
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.