New Reporting Time Period: A new reporting time period is now available to be used on financial reports prompts. "Last 24 Periods" may now be selected and will return results for the 24 periods prior to the Accounting Period selected on the report prompt. When retrieving data from many periods you should further filter to specific Worktags, Journal Sources, etc. to retrieve the data. In some cases, the number of lines may exceed the capacity of Microsoft Excel.
Find Suppliers - OSU Enhancements: A new prompt has been added to the "Find Suppliers - OSU" report. It is a checkbox prompt called "Proposed Inactive Suppliers." By selecting this prompt, the data will be filtered to only active suppliers that have not had an invoice or purchase order within the last 13 months, and have not been created within the last 13 months. Additionally, a column has been added to the output of the report to display the "Created On" date for a supplier.
Find Inventory Stock Request Lines - OSU Enhancement: A new column has been added to the output of the "Find Inventory Stock Request Lines - OSU" report. The column is called "Originating Business Document Line" and will display the requisition number for inventory stock requests that were originated via the requisition process.
Find Miscellaneous Payment Request Summary - OSU Enhancement: A new column has been added to the output of the "Find Miscellaneous Payment Request Summary - OSU" report. The new column displays the "Security Group Awaiting Action" so end users can determine where in progress transactions are in the workflow.
New Report: Inventory Turns - OSU: A new version of the Workday-delivered "Inventory Turns" report is now available and is called "Inventory Turns - OSU." This report features all existing report fields from the original report and has an additional column on the output called "Active Inventory Sites" to display the inventory sites where the purchase item has an item site status of Active. The original report will be retired on Friday, April 18 to avoid duplication.
Coming Soon: Find Supplier Requests Enhancements: The "Find Supplier Requests" report will have several new report fields added. The output will soon display the "Security Group Awaiting Action," "Days Since Assignment," and "Days Since Initiated." Additionally, the existing report field and prompt for "Initiator's CCH6" will be adjusted to display the CCH6 of the person who created the request at the time the request was created, rather than the worker's CCH6 at time the report is run.
Beginning Monday, March 31 , the report group called "Business Processes Awaiting Action" will no longer display journals awaiting action. Journals are being removed from this report group as they've been added to an alternate report group called "Financial Transactions Awaiting Action." This has been done to group similar transaction types together and will alleviate the need to have the Company Financial Analyst role in order to run the Business Processes Awaiting Action report group.
Report Enhancement: Find Journal Lines – OSU - Posted Journals by Amount Type
The "Find Journal Lines – OSU - Posted Journals by Amount Type" report has been enhanced with an additional field for "Object Class" in the output of the report.
Grant - FDM Values Report Enhancements
The output of the report "Grant - FDM Values" has been enhanced to include four additional columns. Those columns include the Award Line From Date, Award Line To Date, Prime Sponsor Type, and Sponsor Type.
Supplier Contracts Prompt Added to Procurement Reporting
A "Supplier Contracts" prompt has been added to three reports to enable users to search by supplier contracts. The reports include "Find Supplier Invoice Summary - OSU," "Find Supplier Invoice Detail - OSU," and "Find Purchase Order Summary - OSU."
Find "Requisition Summary - OSU" Prompt Update
An update to the prompt "Supplier" on the "Find Requisition Summary - OSU" report is scheduled to take place at end of day on Friday, February 14. See the full post for more details.
The field "Reference ID" has been added to the output of the "Find Miscellaneous Payment Request Summary - OSU" report. This change aids those needing the field to perform mass actions on miscellaneous payment requests.
The field "Inventory Stock Request Line" has been added to the output of the "Find Requisition Details - OSU" report. This change allows end users to identify the specific inventory stock request number to which the requisition was sourced.
New prompts have been added to the "Find Suppliers - OSU" report. Users can now prompt on the "Last Updated On or After" and "Last Updated On or Before" dates. The "Last Updated Date" has also been added as a column on the output of the report.
The "Financial Balances Summarization with flexible selectable columns" Tableau report has been enhanced with an additional tab for "Flexible columns Financial Balances Summary Yearly Trending."
In the new tab, users can view the actuals data by fiscal year. Users can now select columns and filters based on their needs and compare multiple years of financial data. The "Period" field is used to drive what month(s) populate the actuals results by fiscal year. A selection of a January period would compare yearly trends from the start of the fiscal year through January across fiscal years selected.
The "Find Supplier Requests" report in Workday will be enhanced with an additional column on the report called “Supplier Request." This drill down field allows those who have access to this data to see and take additional actions.
The “Sources and Uses by Cost Center” report will be enhanced to include the ability to expand by fund group, with new columns for Beginning Balance, Ending Balance, Encumbrance, and Ending Balance after Encumbrance. These changes will be moved to production on Monday, November 18 , and the enhanced report will replace the “Equity Balances by Cost Center and Fund Group” report, which will be retired on Monday, December 2 .
