Tagged: Supply Chain

For select Finance and Supply Chain business processes, if a user has more than one security role for approval at different steps in a process, one approval now applies to all approval steps. For example, a cost center manager who also holds the role of grant manager will only approve once. For future approvals, the previous approval will apply. The business processes listed in bullet points are impacted by this approve once change, which has been added to Workday production as of Friday, April 29.

Starting April 25, for those who order special order gases from the UNIV Gas Cylinder Warehouse, there are new instructions for Workday requisitions. This new internal supplier process will allow the orders to be emailed to the Gas Warehouse and will help streamline the process. These differ between on campus and off campus locations, so read carefully.

There is a new inbox filter for Workday that can be used for requisitions at the CCH7 cost center hierarchy level.

The naming convention for this filter is XCF_EMI_Requisition_Final_CCH7. The instructions for using the filter are in the Create, Edit and Apply an Inbox Filter job aid.

When creating a new inbox filter:

Encumbrances for blanket purchase orders associated with fiscal year 2023 will first post to fiscal year 2022 until a manual job is run at month-end to move the encumbrance into fiscal year 2023. The process will look for any blanket purchase orders created after 4/18/22. It's also important to remember the FY23 UNIV Blanket Order Processing Time Period information shared earlier in the month.

New tips and tricks information is being added to the Business and Finance website which will provide users with an overview of business processes and a crosswalk to additional resources. The first item being added is Supplier Invoice Process Tips and Tricks.

University Procurement/AP Office hours will be conducted approximately every two weeks. Use the MS Team link to join.  

The updated schedule is as follows. Timing for all dates is from 1 - 2 p.m.