Tagged: Finance and Supply Chain Reporting

The "Find Transaction Summary Reports" report group has been created to help end users run multiple reports with a single set of prompts. This report group will render results for the summary report groups in the following areas: Requisitions, Spend Authorizations, Expense Report, Miscellaneous Payment Requests, Supplier Invoices, Supplier Invoice Requests, and Purchase Orders. The output of all these reports is compiled and downloaded into one Excel file for end user convenience. Pivot tables have been added on a tab in the Excel output summarizing the report statuses.

Sources and Uses - Variance Analysis Changes

Below are details about recent and upcoming report changes.

Find Journals - OSU

The "Find Journals - OSU" report has been enhanced with two additional fields in the output of the report. The field names are "Cost Center" and "Worktags."

Report Retirement Reminder

The reports "Find Accounting Adjustments" and "Find Accounting Adjustment Lines for Organizations" will be retired on Friday, September 27. The recommended replacement for these reports is "Accounting Adjustment Status - OSU."

"Find Supplier Invoice Summary - OSU" Report: The "Find Supplier Invoice Summary - OSU" report has been enhanced with two additional fields in the output of the report. The field names are "Invoice Reference ID" and "Supplier Reference ID."

Below are details about reporting changes in production as of July 29.

Business Assets Reporting:

The "OSU - Find Assets" report now features a new Asset Description prompt. This text field allows users to enter a description, returning assets that begin with the specified value. This enhancement streamlines the search process, ensuring more accurate and relevant asset retrieval.

Find FDM Requests Report and Security Enhancements:

Below are details about reporting changes as of July 15.

Variance Analysis Reports Default Prompt Updates for Fiscal Year 25:

Enhancements have been made to the "Find Requisition Summary - OSU" and "Business Processes Awaiting Action - Requisition Detail" reports. New report fields that have been added to the output of each report are specific to requisitions with new supplier registrations. The new fields include those listed below.

• Date First Email was Sent to Supplier
• Date Second Email was Sent to Supplier
• Date Application was Received from Supplier

The Foundation Data Model (FDM) Translation Tool, which was utilized to convert PeopleSoft chartfield values into Workday values, will be decommissioned after July 31, 2024.

Effective Monday, June 3, the Tableau report "Delegation History - OSU" has been enhanced to include the new fields and search features listed below. 

Below are details about reporting changes as of May 20.

Supplier Invoice Reports Updated to replace Deprecated Field:
The reports below have been updated to remove deprecated field Supplier Category and replace it with an alternate field Supplier Category for Supplier. End users with saved filters will be impacted but a targeted email went out to this population on Monday, May 13.

• Find Supplier Invoice Summary - OSU
• Find Supplier Invoice Details - OSU
• Supplier Invoices Unpaid Summary