Two Workday reports, "Find Requisitions" and "Find Requisitions by Unit – OSU" will be decommissioned on March 31, 2022 . These reports will be replaced by two new reports coming soon named "Find Requisition Summary – OSU" and "Find Requisition Details – OSU." Users with saved filters for "Find Requisitions" and "Find Requisitions by Unit – OSU" are asked to delete them prior to the decommission date. See the full NewsLink article for details about the new reports.
“In Progress” journal entries that are older than 6 months will be cancelled beginning at the March month end close (April 7) and will be an on-going process. Self-review can be done by running the “Find Journals – OSU” report. You can select “In Progress” as the Status and put the initiator’s name under “Originated by” to narrow your search. The original initiation date can be found under “Status History” or “Process History” once you open the entry.
Regular reviews and cleanups are strongly encouraged. If the “In Progress” entries are needed, please have them approved to avoid potential cancellation.
The "Find Supplier Invoice Summary – OSU" report is in production. This report replaces " Find Supplier Invoice s" and is enhanced to return more detail about supplier invoice transactions. The d ecommission of " Find Supplier Invoice s" will occur the week of February 7. Please use " Find Supplier Invoice Summary – OSU" going forward .
The new report can be used to view invoice statuses and basic metrics, invoice s in match exception, and search invoice s based on a supplier . The report also returns one line for each supplier invoice .
Additionally, "Find Supplier Invoice Summary – OSU" returns results by each unique invoice and provides invoice header information such supplier , supplier invoice number, invoice amount, due date, discount date, and adjustment information.
The "Find Supplier Invoice Funding Detail – OSU" report is currently being tested and is slated for publication during the week of February 28 . This report provides invoice line detail information including all invoice header details found in the "Find Supplier Invoice Summary - OSU" report as well as invoice line details such as items purchased, Ship-To Address, quantity of item line purchased, etc. It can be used to help support expenses or balances sheet activity in the General Ledger.
After feedback was received during the December Research Reporting Office Hours session, the column “Created by Worker” was added to the "Payroll Accounting Adjustment Status" report. This change allows viewers to see who initiated the payroll accounting adjustment, therefore making it easier to reach out to the initiators. This change also makes the report more consistent with our financial reporting, because the “Created by Worker” field is a common output of reporting.
Workday is requiring the conversion of Enterprise Interface Builder (EIB) templates from an XML Excel file format to an XLSX Excel file format. Ohio State will convert all of its EIB templates over the next few months. Once a template conversion is completed and uploaded to the Administrative Resource Center (ARC), the old template will no longer be available. The release of each new template and a link to it in the ARC will be announced in NewsLink.
Beginning immediately, you must use the new templates listed, as available in the ARC:
A new optional process has been developed for employee business leave using Workday’s Request Process. This could be used for faculty/staff who will be away from routine work schedules. Examples could include attending meetings or a virtual conference.
Please note: This is not a university required process and does not replace other HR or Finance related processes (e.g., leave request or spend authorization). Please confirm with the Senior Fiscal Officer of your unit before submitting an initial business leave request to ensure your unit is using the business leave process.
This process will be reviewed in the upcoming Office Hours :
Finance - January 18, 2022 Travel - February 1, 2022
Review the Administrative Resource Center (ARC) job aid for more information.
The ability to add attachments to a Workday transaction varies based on the business process. How and when the attachment is added will determine whether workflow is retriggered. A new quick reference guide for attachments is now available to help you quickly understand the options for adding attachments to a transaction.
Read the Administrative Resource Center (ARC) quick reference guide for more information.
