Beginning Monday, March 25 , Internal Service Providers can print copies of their Workday invoices into a standard OSU PDF format. Run the new "Internal Order Billing Supplier Invoice Printing" report by entering your supplier and a designated time frame. Once the report renders, click the "Print" button on the left of the screen to print the invoices.
See the full post for more details about recent and upcoming reporting changes, including more specifics about the replacement reports for those being decommissioned on Friday, March 29.
Find Supplier Invoice Details - OSU Enhancements :
The "Find Supplier Invoice Details - OSU" report has been enhanced to include a column on the output of the report for the Unit Cost.
Credit Card Transactions - OSU Enhancements:
The report "Credit Card Transactions - OSU" has been enhanced to include two new columns. The report will now include the "Card Embossed Name" as well as the "Expense Report Approval Date" when applicable.
Enhancement to Asset Reports:
An enhancement has been made to the "OSU - Find Assets" and "Asset Physical Custody" reports. The output of these reports now display the field "Disposal Type" instead of "Disposal Method."
Business Processes Awaiting Action Suite Enhancements:
Two new columns have been added to the output of the "Business Processes Awaiting Action - Details" reports. The new fields include the "Created Date" and the "Total Amount."
Report Retirements:
On Friday, March 29 , the reports "In Progress Business Processes by Cost Center" and "In Progress Business Processes by Cost Center for Company Level Security" will be decommissioned. Specifics about the replacement reports for those being decommissioned are in the full post.
During the week of Monday, March 18, multiple Workday users reported receiving an error message beginning with “Maximum stack weight exceeded! Possible infinite loop?” while attempting to edit a miscellaneous payee record (address, bank account etc.).
The OTDI Enterprise Business Solutions team worked with Workday support to resolve the issue as of Friday, March 22. If you experience additional issues regarding editing miscellaneous payees, please contact the IT Service Desk at 614-688-4357 (HELP) or servicedesk@osu.edu .
The University Travel Office is offering Information Sessions to provide guidance and resources to assist with planning and arranging business travel.
Join the Cash Advances information session on Tuesday, April 2 (10 a.m. - 11:30 a.m.). Check out the full Business and Finance Travel article for more details and links for joining the session. More Information Sessions to be announced for 2024.
For questions, contact the Travel Office at travel@osu.edu or 614-292-9290.
A data clean up effort was conducted to eliminate $0 balances which were incorrectly rolling forward for worktag combinations in the "Equity Balances by Balancing/Carry Forward Worktags suite" of reporting.
Upon further investigation it was confirmed this was due to a conversion issue effective FY18. A correction was done in the system that will now significantly reduce this issue. There may still be some $0 balance lines that exist and that is due to non-conversion journals (entries processed by accounting or cost center accountants) that may have hit equity directly in the past. End users cannot post to equity directly in journals any longer and should work with the central accounting teams if they have any questions. Please note this clean up had no net effect on your current equity balances.
Journal Activity for this Project resulted in the following:
Peoplesoft converted balances loaded as 47360: Net Transfer with an offset to 17000: Suspense in FY2017 – Do not use FY17 as a reporting period as full balance sheet reporting was not loaded here. Beginning Balance calculated in FY2018 to close 47360: Net Transfer to 30000: Equity. – This does not impact your FY18 balances and is the first year of true balances. Journal correction reversing 30000: Equity and 17000: Suspense in 2018 – This entry netted out the original conversion to 30000: Equity that posted in FY18 and the clean-up entry on 17000: Suspense balance that rolled over from FY17.
This is a reminder for earnings operations that every location that is selling a taxable product/service to external customers is required to have its own separate vendor's license . This only applies if you are making taxable sales to external customers. If only non-taxable items/services are sold, no vendor’s license is required. The Tax Office needs to review any vendor license registrations before submission, to make sure it is attached to our master vendor license (and thereby ensure the activity is included in our consolidated sales tax returns). Please send to salestax@osu.edu .
As a best practice, when using the Journal EIB process for multiple units on the same EIB, please create at least one journal for each college/unit with a separate header row and link the header key to all the lines. This practice avoids creation of large campus-wide approvals on the same entry which remain stuck in workflow due to send-backs. This allows the unit to approve only their entry. As an added reminder, the journal EIB can be used for cost share type activities which are not revenue generating. Departments must use the appropriate process for internal sales transactions, which is the new internal order billing process. Journals and transfers are not to be used for earnings/internal billing activity.
Please do not begin entering FY25 blanket purchase orders until Monday, April 15 . More information and detailed instructions on creating FY25 blanket purchase orders will be posted in a future NewsLink article. As a reminder, blanket POs should only be used on a fiscal year basis for the fiscal year it is intended for (unless otherwise noted with a service end date).
New to Marketplace Quotes (in the supplier website section of Buckeye Buy) is Neverman Construction (disaster recovery), Eagle Exhibit LLC (trade and product show displays), Hamburg Fireworks Display Inc., Landscape Forms Inc. (outdoor furniture), Sauder Manufacturing Co. (residential furniture), Autumn Theodore Photography LLC, and Emma Parker Photography LLC.
New hosted catalogs (under the Search catalog link in Buckeye Buy) is Harrell’s LLC (landscape and horticultural products).
New Internal supplier hosted catalogs includes Genomics and Microbiology Solutions (bioinformatics and genomic sequencing services) and University Catering (for recurring events only).
