During the week of September 9 , Ohio State will start utilizing the auto-close functionality provided by Workday for university purchase orders for goods. When a university purchase order for goods meets the criteria listed below, they will automatically close.
- Fully received: where all quantities ordered have been marked received in Workday
- Fully invoiced and paid: when all the quantities ordered have been invoiced and payments have all been issued to the vendors
This will only apply to purchase orders where these criteria are met after September 9. If your purchase order has already been receipted and fully invoiced/paid prior to September 9, they will have to be sent to the Service Center through the current closure process.
Please pay special attention when building/approving requisitions for goods lines to ensure that the quotes match the requisition. Contact the Service Center if you have questions on how to build requisitions.
Microsoft 365 has introduced several new features and updates across its applications, including Microsoft Teams, OneDrive, and Outlook. These updates enhance user experience, improve accessibility, and retire some older features.
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During the evening of Thursday, August 29 , enhancements will be made to the internal order billing process to allow for negative invoice line amounts. Currently, refunds/credits to customers can only be accomplished using a cost center journal. Negative invoicing will replace cost center journals as the standard practice for issuing refunds/credits to customers.
Please note that due to a Workday constraint, the negative invoices will only get picked up for settlement once there is an overall positive total invoice amount for that internal supplier ID. Service line invoices will have to be refunded with negative service lines. Goods lines will have to be refunded by entering a negative quantity and the corresponding unit price to prevent PO liquidation issues. These updates will be reflected on the internal order billing job aid (login required) and will be discussed in the September Finance Office hours.
A new Inbox Filter for Workday was created August 7 for use on supplier invoice requests, specifically within the CCH7 cost center hierarchy. This supplier invoice request lookup is tied to the requisition line and requisition line distribution business objects. The naming convention for this filter is “XCF_EMI_Supplier_Invoice_Request_CCH7.” Instructions for using it appear in the Create, Edit and Apply an Inbox Filter job aid (login required). See the full post for more details on how to use this filter.
Below are details about recent and upcoming report changes.
"Find Supplier Invoice Summary - OSU" Report
The "Find Supplier Invoice Summary – OSU" report has been enhanced with two additional fields in the output of the report. The field names are "Invoice Reference ID" and "Supplier Reference ID."
Coming Soon: "Accounting Adjustment Status - OSU"
A new report will soon be released to combine the existing reports "Find Accounting Adjustments" and "Find Accounting Adjustment Lines for Organization" into a single report titled "Accounting Adjustment Status - OSU." The new report will include output from both of the existing reports as well additional columns to help end users identify where in the business process the transaction is awaiting action.
With the release of the new report, the old reports will be retired effective Friday, September 27 . If you have saved filters on these reports, please be sure to save those fields on the new report.
Artificial Intelligence (AI) technology is rapidly evolving, and the university is currently exploring how AI can be utilized in our educational, research and innovation, and health care endeavors. This guidance will be updated as new tools and vendors are brought into the...
National Payroll Week 2024 begins on Monday, September 2! Take a moment to give some thanks to our colleagues in Payroll Services in honor of National Payroll Week. Our Payroll friends ensure you receive your paycheck accurately and on-time, every time.
Maybe you’ve never heard of this holiday? It started in 1996, when the American Payroll Association (APA) founded National Payroll Week to coincide with the celebration of Labor Day. For many years, we've given a shout-out to National Payroll Week as a way to give thanks while adding some variety to the usual deadline and system change information shared .
Did you know that through payroll withholding, America’s workforce and our payroll professionals contribute, collect and report 70% of the annual revenue of the U.S. Treasury ! See the full post to learn more.
