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.
During the week of January 27 , a new interface will be released for Payroll Accounting Adjustments (PAA) for retroactive payroll posted on a paycheck. Once this change is made, if there is a retro pay period associated with the earnings needing to be moved, PAA Specialists will now need to select the correct retro period.
Prior to this change, budget date was the main driver of associating payroll with the pay period for which the earnings were intended. Moving forward, the Retro Period Date will associate the PAA with a pay period. The budget date will default to the budget date of the retro period. See the full post for links to job aids, a Tips and Tricks page, and a new BuckeyeLearn module.
New hosted catalogs for drop-off and full-service catering and event equipment rental services are now in Buckeye Buy. These catalogs have replaced "The Catering Marketplace" supplier website which was removed from Buckeye Buy at the close of business on Friday, December 27 . See the full post for answers to common order placement questions.
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.
To assist with the year-end procurement roll-forward process, the Controller’s Office will be analyzing and closing out old internal and external Purchase Orders (PO) which meet the parameters listed below.
POs that are over two years old which have not been invoiced in the previous year (excluding POs for multiyear service contracts that are only billed annually, those related to construction projects beginning with "PJOSU," OAKS type POs, and those that are FD520 grant related).
This will occur the last week of December 2024. As a reminder, this process occurs on a 6-month closure cadence (during the last week of December and the first week of June each year). To see what POs will be closed as part of this process, run the "Find Purchase Order Details – OSU" report, and filter using the above parameters and the "last invoice date" column.
Once POs are mass closed, if there is a true need, they can be reopened by the service center if the transaction is within the same fiscal year. If you see that a PO is closed and believe it was closed in error, review the process history of the PO and contact the user who closed it. Users with the Spend Analyst security role can view who closed POs in the PO process history.
While this is a semi-annual cleanup effort, units are still required to work with service centers to close POs on a regular basis and once it is apparent the PO will no longer be used.
Effective Friday, December 20 , Cost Center Managers will have the ability to edit PCard Application Requests and PCard Maintenance Requests during the business process review. For further guidance refer to the PCard - Application Request and Maintenance Request Job Aid .
For questions, contact the PCard Office at pcard@osu.edu or 614-292-9290.
As of Friday, December 6 , 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). In addition, users will no longer be able to add ET101 to costing allocations, one-time payments, or period activity pay.
As a reminder, use of the ET101 expenditure treatment drives the transaction accounting to the cost of sales ledger account (61020).
ET101 plus the appropriate earnings fund value and an eligible spend category value should be used to designate cost of sales. Eligible spend categories are those included in the services, supplies, or fuel and fuel additives hierarchies. Manual journals should use the cost of sales ledger account 61020 and an eligible spend category. Please refer to the university earnings operation policy for additional guidance and the full definition of cost of sales.
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 and an eligible spend category within the services, supplies, or fuel and fuel additives hierarchies should be used to designate cost of sales.
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.
