The Tableau report "Delegation History - OSU" has been updated with the enhancements described below.
A new "Stopped Date and Time" field has been added to the report. When the delegation is stopped for any reason before it's expected end date, the stopped date and time will now display in a new column. A new filter "For All Business Processes" has been added to the report. Additionally, the naming of two fields has been changed. "Allowed Action" has been changed to "Start on My Behalf." "Specified Business Processes" has been changed to "Approval on Behalf of Specified Business Processes." A clean-up has been done on the "Delegation Details" and "All Delegation History" to no longer display rows denoting when a worker is on leave and returns from leave. This reduces some unnecessary noise in the data.
A new Internal Order Supplier Invoice Printing job aid (login reqired) has been published in the Administrative Resource Center (ARC). The job aid provides instructions for how Internal Service Providers can print their invoices in Workday to an OSU formatted PDF printed version.
On Friday, March 29 , an update will be made to transaction routing for Service Centers. Previously, for individuals assigned both the Rep and Lead security roles (Business Operations Service Center or Grants Operations Service Center) the transaction did not route for an additional approval. Moving forward, this feature will be turned off. If an individual has both security roles (Rep and Lead) the transaction will now route for an additional approval.
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.
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.
To match requirements outlined in the earnings operation policy, the Senior Fiscal Officer approval will now be required for all FDM requests that use the "New Earnings Operation" or "Edit Existing Earnings Operation" form types. Previously, these request types routed to both the SFO and the Cost Center Director roles for approval, and only one of these roles had to approve. This change went into production at 5 p.m. on Tuesday, February 6 ; after this date and time, these request types will no longer route to the Cost Center Director.
Internal Order Billing 1 and 2 have been updated. If you were in progress in this training you should have received and email from the training team advising that you will need to restart the course because the previous link will no longer be active.
