Spend category hierarchies (level 5) will be updated to create logical groupings of expenses. These groupings will help provide a level of visibility that is inbetween the high-level Supplies and Services view, and the granular spend category level. Below are a few examples of logical expense groupings the changes will create.
Report Enhancement: Find Journal Lines - OSU - Posted Journals by Amount Type: The "Find Journal Lines - OSU - Posted Journals by Amount Type" report has been enhanced with an additional field for "Object Class" in the output of the report.
Grant - FDM Values Report Enhancements: The output of the report "Grant - FDM Values" has been enhanced to include four additional columns. Those columns include the Award Line From Date, Award Line To Date, Prime Sponsor Type, and Sponsor Type.
Supplier Contracts Prompt Added to Procurement Reporting: A "Supplier Contracts" prompt has been added to three reports to enable users to search by supplier contracts. The reports include "Find Supplier Invoice Summary - OSU," "Find Supplier Invoice Detail - OSU," and "Find Purchase Order Summary - OSU."
A new report group, Financial Transactions Awaiting Action, has been released. This report includes three different reports that provide a list and the status of journal, accounting adjustment, and asset transactions that are awaiting an approval or to-do step. To run this report group, users can go to the "Schedule a Report" task and search for "Financial Transactions Awaiting Action." Once the prompts are entered and the report group runs, all reports will be available in one Excel spreadsheet.
The Time Tracking Funding Overrides report has been updated so users can now search for worktag overrides for positions they own. This can be run each pay period to ensure biweekly workers have not erroneously entered worktag overrides on their timesheets. Payroll accounting adjustments should be processed to correct erroneous overrides.
The Tableau report "Flexible Payroll Expense Data" has been enhanced with the addition of a new tab titled "Flexible Payroll Actuals- Annual Trend." In this tab users can compare payroll spend data by fiscal year.
The Tableau report "Delegation History - OSU" has been updated with the enhancements described below.
Business Process Approval Times - Supplier Invoice Request Reporting Enhancements:
Spend Exceptions Dashboard Decommissioning:
The dashboard "Spend Report Exceptions" will be decommissioned on Friday, December 29. End users should utilize the new "Exceptions Dashboard" for viewing policy exceptions for requisitions, expense reports, and supplier invoice requests. A report group could also be scheduled for viewing exceptions. To run the report group, use the Schedule a Report task and enter "Exceptions Report Group" in the report name. The report group can be run in real time or scheduled for a later or reoccurring date.
In the coming weeks, the Data and Analytics team within the Office of Technology and Digital Innovation (OTDI) will be reloading the core Journal Line dataset from Workday into the Reporting and Analytics Environment (RAE), starting with January 2021 data and finishing through current day.