Tagged: Workday

As of Friday, December 6, Workday validations will be placed in various spend business processes to ensure the cost of sales expenditure treatment worktag can only be utilized by approved university earnings operations (Funds FD120, FD121, FD122 and FD200). In addition, users will no longer be able to add ET101 to costing allocations, one-time payments, or period activity pay. 

As a reminder, use of the ET101 expenditure treatment drives the transaction accounting to the cost of sales ledger account (61020).

The Cost of Sales Spend Category (SC10258) will be inactivated for future use, as it does not meet the definition of spend category. ET101 plus the appropriate earnings fund value and an eligible spend category within the services, supplies, or fuel and fuel additives hierarchies should be used to designate cost of sales.

The "Financial Balances Summarization with flexible selectable columns" Tableau report has been enhanced with an additional tab for "Flexible columns Financial Balances Summary Yearly Trending."

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 last check run for Accounts Payable will occur on December 19, 2024, and all approvals will need to be completed prior to 10:00 a.m. that day.

In observance of the Christmas Holiday, there will be no check run the week of Monday, December 23 through Friday, December 27. All approvals processed after the December 19 deadline, will be included in the January 2 check run.

The updates listed below have been made to PI Portal and Workday Grants Reporting to ensure data is accurate and in-sync. Questions about the changes can be directed to orhelpdesk@osu.edu.

Two new supplier websites are available in Buckeye Buy Marketplace Quotes.

Exhibit and Display Services suppliers:

• Outreach Promotional Solutions with supplier contact Nevin Bansal at bansal@outreachpromos.com.
• Zilla LLC with supplier contact Kim Russell at krussell@zilladisplay.com or 614-763-5311.

The “Sources and Uses by Cost Center” report will be enhanced to include the ability to expand by fund group, with new columns for Beginning Balance, Ending Balance, Encumbrance, and Ending Balance after Encumbrance. These changes will be moved to production on Monday, November 18, and the enhanced report will replace the “Equity Balances by Cost Center and Fund Group” report, which will be retired on Monday, December 2. 

The "Forecast Plan Name" default prompt value has been updated to reflect the FY25 Autumn Forecast being loaded on the reports listed below. 

Three new columns have been added to the output of the "Find Journal Lines - OSU - Posted Journals by Amount Type" report. Those columns include Cash Sale Number, Ad Hoc Bank Transaction, and Procurement Item.