The next Finance Office Hours session will be held from 11:30 a.m. - 12 a.m. on Wednesday, February 2. Use MS Teams to join .
Note: This meeting is a continuation of the Finance Office Hours originally held on 1/18/22 and will be a discussion about the recent business process retreats, with a focus on supply chain processes.
Two Workday reports, "Find Purchase Orders" and "Find Purchase Orders – OSU" will be decommissioned on January 31, 2022. These reports will be replaced with two new reports coming in December named "Find Purchase Order Summary – OSU" and "Find Purchase Order Details – OSU." Users with saved filters "Find Purchase Orders" and "Find Purchase Orders – OSU" are asked to delete them prior to the decommission date. See the full NewsLink article for details about the new reports.
As mentioned in the previous post from November 12 , Workday recently delivered a fix which will correctly exclude the earnings from salary over the cap in most scenarios for actuals and encumbrances.
Recently, earnings paid via any method other than period activity pay, that are excluded from salary over the cap and funded by a grant, were inappropriately treated as salary over the cap.
This issue required a payroll accounting adjustment to move the expense from the department to the grant.
Workday has delivered a fix which will correctly exclude the earnings from salary over the cap in most scenarios for actuals and encumbrances. More information is forthcoming and will be discussed during the portion of the November Finance Office Hours session, regarding how to identify affected payments from prior pay periods.
Effective November 19 and going forward, all supplier invoices where a requisitioner is unassigned (or blank), the cost center manager will be automatically assigned to the supplier invoice for approval.
This solution will affect any new supplier invoices that are received. It will not affect any supplier invoices that are already in progress. In progress supplier invoices will need to be manually reassigned by emailing CIO-WorkdaySupplyChainSupport@osu.edu .
The spend category request form has been updated to include expense item. An expense item, not a spend category, is a required selection on spend authorizations and expense reports. The new request type under “Create Request” in Workday is called “Create New or Edit Existing Spend Category or Expense Item."
The FDM Request Process for New Worktag Values in the Administrative Resource Center (ARC) has been updated. Note: the original link shared in the 11/15 NewsLink email was incorrect and has been revised.
The "Asset Physical Custody" Report has been updated in production. A summary of changes is listed.
Prompts for Cost Center Hierarchy and Cost Center Hierarchy Level 6 were previously not returning results for shared assets, this has been rectified. A new Prompt has been added which will allow users to search by any worktag used in the asset. Help Text has been added to this report.
The "In Progress Business Processes by Cost Center for Company Level Security" report is used by Company Financial Analyst and Expense Data Entry Specialist to see in progress business process transactions for their Cost Centers. It provides information on the business processes listed and where they are in the process. Note: this report cannot accommodate funding processed on itemized expense reports at this time. These items show as blank costing. Be cautious when you run the report by Cost Center Hierarchy or Cost Center as you may inadvertently exclude some transactions.
