Buckeye Buy internal supplier catalogs now have a Preferred tag assigned to them in Workday. To limit your search to internal supplier catalogs, enter an item description and check the Preferred box in the Item Tags section in the left pane.
See the full post for a screenshot visual example and check out the Buckeye Buy User Guides page for the complete list of internal supplier catalogs in Buckeye Buy.
Currently, Purchase Requisitions, Spend Authorizations, Non-PO Invoices, and Expense Reports without Spend Authorizations are reported on the weekly grant transaction confirmation email sent out to Principal Investigators (PI) for their relevant Grants. Additionally, Misc. Payment Requests will start to be included on this report during the month of February. This is the final update and will ensure that our PIs can review all non-personnel charges against their Grants via this weekly reporting.
The University Travel Office is offering Information Sessions to provide guidance and resources to assist with planning and arranging business travel.
International Travel information session, Tuesday, February 27 - (10 a.m. - 11:30 a.m.) - Check out the full Business and Finance Travel article for more details and links for joining the session. Combining Business with Personal Travel information session, Tuesday, March 5 - (10 a.m. - 11:30 a.m.) - following normal Travel Office Hours discussions. Check out the full Business and Finance Travel article for more details and link for joining this session.
More Information Sessions to be announced.
For questions, contact the Travel Office at travel@osu.edu or 614-292-9290.
A new series of reports has been released to help end users identify transactions that are still in draft status or have been submitted, but are pending approval steps. These reports also offer metrics to show the amount of time the transaction has been pending an approval step as well as length of time spent in progress. The business processes included in the new reports are Requisitions, Spend Authorizations, Expense Reports, Miscellaneous Payment Requests, Supplier Invoice Requests, Supplier Invoices and PO Change Orders.
There are two different styles of reports, a "Summary" version and a "Detail" version. The report naming conventions are "Business Processes Awaiting Action - (Transaction Type) Summary" or "Business Processes Awaiting Action - (Transaction Type) Detail." Additionally, a dashboard and a report group are available. Additional features are listed below.
The summary-style reports display the security groups awaiting action, number of transactions, days since assignment and days in progress. The detail-style reports display one row per transaction and include the security group and persons awaiting action, days since assignment and days in progress. Basic funding information is also displayed in this reporting. The dashboard, "Business Processes Awaiting Action - Finance/Supply Chain" displays all summary-style reports. The report group "Business Processes Awaiting Action Report Group" allows end users to enter one set of prompts and have all reports download into one Excel file.
A new report is now available for end users to view journal line detail on income statement reporting. The report "Find Journal Lines - OSU - Posted Journals by Amount Type" can be used to find the journal line details behind the data columns in reporting such as Equity Balances by Balancing/Carry Forward Worktags and Sources and Uses.
The Tableau "Financial Balances Summarization" report has been updated on "Project" field. Now, project and project phase code amount will be added in "Project" field.
Starting the week of January 29 , the “Find Supplier Invoice Details – OSU” report will be enhanced with a new "Line Memo" field in the output of the report. The line memo field includes details associated with a purchase for the line. Some internal billing teams are leveraging this field to provide additional clarity in the invoicing for their customers (e.g. tag number, date order was placed, order number, etc.) to verify the customer is billed for the correct record.
An update has been made to the notification that is sent following approval of a Spend Authorization if a cash advance is included. Spend Authorizations that include cash advances will now receive an alternate notification with content specific to cash advance policies.
The "Miscellaneous Payment Request" business process has been modified to route Petty Cash/Human Subjects associated with Office of Sponsored Program (OSP) Grants to the OSP accountants.
Accordingly, "Business Process Approval Times - Miscellaneous Payment Request Details" and "Business Process Approval Times - Miscellaneous Payment Request Summary" have been updated to reflect the new security role in the approval process.
A Workday supported solution will be in production during the week of Monday, February 5 , to support payment requests where a PO is not required for Non-Resident Aliens or Wires (e.g., Expense Reports, Miscellaneous Payments).
As part of the new process, users will leverage the "Supplier Invoice Request" Workday business process to request these payments. This enhanced process will reduce forms previously associated with the process and allows for more transparent tracking of requests. See the full post for notable changes as well as a list of what is not changing.
