Beginning Wednesday, November 20 , users will be required to enter the five required worktags (company, cost center, fund, balancing unit, function) for costing allocations and period activity pay. These worktags must be entered on each row of costing. If you have any questions regarding worktag entry, please reach out to your Cost Center Manager.
The Tableau report "Flexible Payroll Expense Data" has been enhanced with the addition of a new tab titled "Flexible Payroll Actuals- Annual Trend." In this tab users can compare payroll spend data by fiscal year.
The "Find Supplier Invoice Request (SIR) Summary - OSU" report will be enhanced with an additional set of date prompts.
Prompt "Supplier Invoice Request Completed Date on or After" and "Supplier Invoice Request Completed Date on or Before" fields are added which allows users to run the report by when the supplier invoice request completed consistent with other procurement reporting.
Updates were made to Module 1 of the 2 part Internal Order Billing BuckeyeLearn training . These updates reflect invoice workflow changes that were made in May 2024 and provide a better learning format for end users.
A new BuckeyeLearn Curriculum called " The Buying Experience " is now live. This is a 6-module curriculum covering the most used Requisition types for new employees. These can be taken as a full curriculum, or each one can be watched as a stand-alone course.
Additional Quick Tip text will be visible for Create Spend Authorization, Create Expense Report, and Edit Expense Report tasks. The new Quick Tips will be visible to self-entry workers and provide guidance next to the fields being populated which can be accessed by clicking on the blue circled question mark icon.
Note: This functionality is not currently available on the related Expense Data Entry Specialist tasks of Create Expense Report/Spend Authorization for Worker and Non-Worker.
Effective immediately, the following unused fields will be hidden on a project’s summary Workday page: Billable, Customer, Include Project ID in Names, Optional Balancing Worktags, Optional Project Hierarchies, and Project Currency.
These fields will still appear on existing reports.
To facilitate ad-hoc financial reporting in Tableau, a new Tableau Data Source which contains Adaptive Operating plan lines data for UNIV from Workday has been created in the Reporting and Analytics Environment (RAE).
This data source will be updated as new plan lines are loaded in Workday. The Tableau Data Source name is Workday - Adaptive Operating Plan lines. This data source will be available to all Finance users who have access to this folder “Financial Accounting/General Ledger.” See the full post for the listing of data source items being loaded.
The "Plan Versus Actuals by Plan Worktag" and "Plan versus Actuals by Plan Worktag - With Ledger Account" reports have been enhanced with new dynamic column headings to provide greater clarity to the selections made at report runtime. Now instead of simply displaying "Plan," the column heading will display the Plan/Forecast Name that was selected at report runtime.
The "Find Purchase Order Details - OSU" reports has been updated to include two new fields for line level status details named "Purchase Order Line Status" and "Line is Cancelled" which provides insight to the statuses of specific Purchase Order Lines.
The "Find Purchase Order Summary - OSU" report has been updated to include the Purchase Order Reference ID Field. This field is can be used by Internal Service Providers to populate their EIB templates when processing credits on fully invoiced Purchase Order Lines.
