The updates listed in the full post 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 .
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.
During the months of November and December, multiple Procurement and Supply Chain reports will be enhanced to add a new prompt for "Projects." This prompt will provide additional search options on projects and is intended for areas managing large projects with multiple phases in Workday. See the full post for the list of affected reports and the date each report is expected to be updated.
A new report named "Business Processes Awaiting Action - Asset Detail" has been released to aid in locating where asset events are in workflow. This report displays one row per event awaiting action and will provide basic information about the asset as well as days awaiting action and days since assignment.
With the release of this new report, the older "Transactions in Progress - Asset Registrations and Transfers" report will be retired on Friday, November 15 .
The Office of Business and Finance welcomes your feedback on revisions to the Deposit of Funds policy and Petty Cash Funds, Change Funds, and Cash Advance Payments policy (currently named the Cash and Cash Alternatives Payment Methods policy). These policies are open for university-wide feedback through October 27 on the University Policies website. Visit the “Policies Under Review” tab to view an overview of the policy changes and the proposed revised policies.
A new column has been added to the "Find Journal Lines - OSU - Posted Journals by Amount Type" report to display the Stock Request Number for journal lines with an Inventory Shipment journal source. This is to allow end users to trace a shipment back to the original requisition submitted for the order.
The "Cost of Sales" worktag changes listed below are coming soon.
Validations on Expenditure Treatment (ET101)
Next month, 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). As a reminder, use of the ET101 expenditure treatment drives the transaction accounting to the cost of sales ledger account (61020). Please refer to the university earnings operation policy for additional guidance and the full definition of cost of sales.
Inactivation of Cost of Sales Spend Category (SC10258)
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 should be used to designate cost of sales.
