Tagged: Supply Chain

The "Payroll Funding - Costing Allocations for Filled Positions - Expired or Missing" report has been enhanced to improve the accuracy of costing information and provide clearer visibility into missing or expired costing allocations, including expired, ended, or closed grants. Read more for details, including impacts to users with saved report filters.

Several reports within the Approval Times reporting suite have been updated to incorporate the new Senior Fiscal Officer and Board of Trustees approval steps. The reports listed in the full post now include columns on the output of the report to display the approval times associated with these roles.

The FY27 Summer Forecast is now available in Workday and variance analysis reporting has been updated to reflect this forecast as the default prompt value for "Forecast Plan Name." Similarly, the "Budget Plan Name" prompt default value has been updated to the "FY27 Operating Plan - UNIV." See the full post for the list of affected reports.

A new column, "Credit Card Merchant Country or Country Code," will be added to the output of the "Find Expense Report Details - OSU" report end of day Wednesday, September 9. This column displays the merchant country associated with the credit card transaction or, when the merchant country is unavailable, the corresponding country code. This enhancement supports Central teams in reporting and analyzing foreign transactions.

Based on feedback from report recipients, several enhancements to the Department Leader Weekly Transaction Email will take effect September 14. The email is intended to provide department leaders with a high-level overview of transaction activity that may warrant follow-up review. Read more to learn more about the specific enhancements being implemented.

Effective immediately, Giant Eagle (SPL-0006268) and Spoonful of Comfort (SPL-0051390) have made the decision to no longer accept purchase orders from the university. Both contracts have been terminated, their catalogs have been removed from Buckeye Buy, and the suppliers have been marked as “Unavailable for ordering.” If you have questions or need assistance identifying alternative suppliers, please contact the Marketplace Team.

A new Auditor of State (AOS) fraud training Tableau report has been created to assist managers with monitoring that employees have completed this required training. Please see additional information about the report and access request information on the Reporting Inventory page (see full post for link). Ohio law requires public university employees to complete Auditor of State fraud reporting training every four years (starting in October 2024). Units should periodically review the Tableau report and follow up on any outstanding training requirements to support compliance with state requirements.

Additional improvements (Phase 2) have been made to the "Personnel/Non-Personnel Expenditure Summary" Workday reports. Phase 1 details were shared in June. Link is in the full post. The "Personnel Expenditure Summary" now gives the user the ability to break out Cost Share and Sponsor costs. And the report run time has been improved for both reports!

The Worker Security Assignments report is now available in Workday. This report can be used as an alternative to the weekly Excel file refreshed by the Enterprise Business Solutions team. However, because it queries a large data set, it may run slowly at times. Read on to learn more about the report's features and which roles can access it.

A new column has been added to the "Business Process Approval Times - Supplier Invoice Request Detail" and "Business Process Approval Times - Supplier Invoice Request Summary" reports. This column captures the approval time for the Buyer approval role and was added to report on the recently implemented approval step for supplier invoice requests that exceed the bid limit.