The logic for Cost Center Hierarchy Level 6 and Cost Center will updated on the "Credit Card Transactions - OSU" report to reflect the Cost Center and corresponding Cost Center Hierarchy Level 6 that was provided on the original PCard Application instead of the Cost Center currently assigned to the Expense Payee or Card Manager for the transaction.
Report demos for this update will be provided during the April Office Hours session.
The "Equity Balances by Balancing/Carry Forward Worktags - Summary" report has been created as a simplified version of the "Equity Balances by Balancing/Carry Forward Worktags" report. It is intended as a high-level analysis for department leaders to run and it provides available balances by unique worktag combinations. The report provides basic information about beginning balances, transfers, revenue, expenses, and encumbrances with a remaining balance available. The report also has very few prompts which cater to a simplified user experience.
A downloadable Year-end Checklist for Finance and Supply Chain activities is available under the "I want to..." heading, found on the Controller page of the Business and Finance website. The checklist includes important dates and action items for FY23 year-end.
The "Find Requisition Summary - OSU" report has been enhanced to include an "Approved by Workers" column in the output of the report.
To improve reporting capabilities for internal supplier transactions, and in support of the Internal Service Delivery (ISD) redesign project, there are several forthcoming report enhancements.
"Supplier Category" will be added to the prompt and output of the following reports:
The Workday dashboard “COVID Spend” will be decommissioned on Monday, February 13. This dashboard utilized older reports that did not provide the level of detail that newer reports offer. Listed below are the reports that should now be used to view expenses.
The journal line report enhancements described below are coming this month.
Journal Lines - OSU: The "Find Journal Lines - OSU" report will be enhanced on February 7 to add the Fiscal Year to the column output and rename the Internal Supplier/Supplier reference ID.
Find Journal Lines - OSU Payroll Detail: The "Find Journal Lines - OSU Payroll Detail" report will be enhanced on February 14 to include the expenditure treatment worktag.
The "Workers on Leave for Cost Center Managers" report is being enhanced to return workers on leave that have "active" leave on or after the date the report is run through the end of the fiscal year. This will allow units to see future dated leaves that may impact their fiscal year encumbrances. The change will be migrated into production the week of January 23.
To provide additional reporting attributes, fields for "Fiscal Year," "Fiscal Period," and "Job Code" will be added to the "Find Journal Lines - OSU Payroll Detail" report output on Tuesday, January 24.
In addition, a new "Pay Component/Fringe Basis" report prompt will be added. The new prompt is a freeform field that can be used to return all rows associated with an earning. This change will help show fringe rates associated with an earning code.