Tagged: Workday

New Manage Absence desktop and mobile experiences in Workday now provide a more efficient and user-friendly approach to viewing and requesting time away from work, making essential absence-related tasks easier to find.

The following are two of the latest Buckeye Buy updates. Internal supplier, the Office of Technology and Digital Innovation (OTDI), offers a new hosted catalog for On Demand Software in Buckeye Buy. Overleaf Professional software at the FY25 - FY26 rate is the first product offering, but more options will follow. Please note that the Lowe’s Home Improvement supplier website has been removed until further notice from Buckeye Buy. Requestors are advised to search catalogs from alternative contracted suppliers. Purchases from Lowe’s can still be made by PCard although contract discounts will not be extended in that case. See the full post for additional details and contact information.

New custom validations have been implemented for accounting journals for The Ohio State University ONLY. The following journal sources are excluded: Central Correction No ACP, Conversion, Supplier Discount, and Capital Expense Reclass. See the full post for a list of validation rules.

These reporting updates are current as of May 5. The "Due Date" field has been removed on the prompt and output of both the "Reports Find Purchase Order Summary - OSU" and "Find Purchase Order Details - OSU" reports. In addition, a new column has been added to the output of the "Business Processes Awaiting Action - Asset Detail" report. The new column displays the Business Process Type. This has been added to allow users to identify and obtain metrics for the type of event that is awaiting action more easily.

As part of year end procedures and to help ensure a successful procurement roll forward, it is recommended that units review and close out old items with remaining balances if they will no longer be invoiced. Two helpful reports are available to assist with year-end business document clean up: the "UNIV Remaining Encumbrances - Requisitions, POs, Spend Authorizations" report and the "Purchase Orders with Documents Awaiting Action" report. See the full post for more details and report criteria information.

A new desktop and mobile experience for Absence is coming to Workday on May 6. Manage Absence will allow you to easily navigate and manage absence requests in a simple calendar view. People leaders will be able to navigate to their team’s calendar view and make requests on behalf of their employees without navigating to each profile. See the full post for features and benefits.

Beginning May 1, departments and units selling goods and services on credit to customers (accounts receivable) should use the “Create Request” task in Workday to request new customer records and edits to existing records. Note, this change DOES NOT apply to Internal Order Billing (IOB) or cash sales. Communications about customer record maintenance will now include both system-generated emails and Workday notifications, rather than relying exclusively on email. You may still receive occasional emails if additional information is needed to process a request. This new process replaces the existing Qualtrics form used for customer data collection. For additional details and a job aid link, read the full post.

Effective April 1, 2025, the Deposit of Funds policy and Petty Cash Funds, Change Funds, and Cash Advance Payments policy (formerly named the Cash and Cash Alternatives Payment Methods policy) have been revised by the Office of Business and Finance. These polices provide updated guidance on how units should manage their cash activity. Review the full post for details.

FY26 Blanket order entry can begin on Monday, April 14. A new workday enhancement will be turned on the week of April 7 to allow for future dated requisitions. Prior to this enhancement, users were instructed to "current date" blanket requests, and then the Controller's Office had to run a manual job during month end close in April and May to roll the encumbrances into the future fiscal year. With this new enhancement, all FY26 blanket order requisitions should be entered as future dated requests (request date of 7/1/25). The corresponding purchase order (PO) document dates and encumbrances will also be future dated, so they are correctly recorded for FY26. The PO will be issued after the requisition is fully approved. See the full post for more information to be aware of with this enhancement, including additional reminders about the use of blanket orders.

B&H Photo will be closed for Passover beginning Friday, April 11 through Sunday, April 20. B&H will re-open Monday, April 21. Orders placed by 11 p.m. on Thursday, April 10 will ship before the holiday. On select days during the closure, customers will still be able to enter orders in the supplier website but product will not ship until April 21. See the full post for a visual calendar from B&H with more details.