News: Workday

  • New Accounting Journal Validation Rules

    Cristina Cardenas | May 2, 2025
    New custom validations have been implemented for accounting journals for The Ohio State University ONLY. The following journal sources are excluded: Central Correction No ACP, Conversion, Supplier Discount, and Capital Expense Reclass. See the full post for a list of validation rules.

  • New Reporting Updates as of May 5

    Cristina Cardenas | May 2, 2025
    These reporting updates are current as of May 5. The "Due Date" field has been removed on the prompt and output of both the "Reports Find Purchase Order Summary - OSU" and "Find Purchase Order Details - OSU" reports. In addition, a new column has been added to the output of the "Business Processes Awaiting Action - Asset Detail" report. The new column displays the Business Process Type. This has been added to allow users to identify and obtain metrics for the type of event that is awaiting action more easily.

  • FY25 Year-end Business Document Clean Up

    Cristina Cardenas | May 2, 2025
    As part of year end procedures and to help ensure a successful procurement roll forward, it is recommended that units review and close out old items with remaining balances if they will no longer be invoiced. Two helpful reports are available to assist with year-end business document clean up: the "UNIV Remaining Encumbrances - Requisitions, POs, Spend Authorizations" report and the "Purchase Orders with Documents Awaiting Action" report. See the full post for more details and report criteria information.

  • New Manage Absence Experience Coming May 6 to Workday

    Regan Guzik | April 30, 2025
    A new desktop and mobile experience for Absence is coming to Workday on May 6. Manage Absence will allow you to easily navigate and manage absence requests in a simple calendar view. People leaders will be able to navigate to their team’s calendar view and make requests on behalf of their employees without navigating to each profile. See the full post for features and benefits.

  • Change to Accounts Receivable Customer Creation and Edit Process

    Jeanine Linkenhoker | April 29, 2025
    Beginning May 1, departments and units selling goods and services on credit to customers (accounts receivable) should use the “Create Request” task in Workday to request new customer records and edits to existing records. Note, this change DOES NOT apply to Internal Order Billing (IOB) or cash sales. Communications about customer record maintenance will now include both system-generated emails and Workday notifications, rather than relying exclusively on email. You may still receive occasional emails if additional information is needed to process a request. This new process replaces the existing Qualtrics form used for customer data collection. For additional details and a job aid link, read the full post.

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