Tagged: Supply Chain

For those using the Requisitions app to start a new purchase, the landing page looks more streamlined with a recent Workday update. As of May 6, all forms of a purchase requisition can be launched from a single block called Ordering Methods. For a detailed description of the changes, review the new job aid in the Administrative Resource Center (ARC).

There are several recent supplier name changes in Buckeye Buy. The links shared access current contract details information and will eventually change with the new naming.

New Skilled Trades Supplier catalogs are available in Buckeye Buy. 

Contract and catalog details for Skilled Trades Services suppliers are available in the Purchasing contract book. (https://busfin.osu.edu/buy-sell-travel/purchasing/find-supplier?combine=&category%5B%5D=121)

Asbestos technical services:

A new RoundTrip (punch-out) catalog from laboratory products distributor, Neta Scientific is available in Buckeye Buy.

See contract book page for contract details and supplier contact information. A custom quote feature will be available in the catalog in May.

https://busfin.osu.edu/document/neta-scientific-inc

A new Inbox Filter for Workday was created April 28 for use on match exceptions, specifically within the CCH7 cost center hierarchy. This new match exception lookup is tied to the requisition line and requisition line distribution business objects. The naming convention for this filter is “XCF_EMI_Match_Exception_CCH7.” Instructions for using it appear in the Create, Edit and Apply an Inbox Filter job aid. 

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.