Tagged: NewsLink

New Inbox Filters for Workday were created mid-June for use on requisitions, match exceptions, supplier invoice requests, supplier invoices, spend authorizations, expense reports, and miscellaneous payment requests. The filters are specifically for tasks within the CCH8 cost center hierarchy. The naming conventions for these filters are:

Previously, Workday planned maintenance reminders have been shared as normal NewsLink blog posts which were distributed with Workday core users just prior to any scheduled maintenance and downtime date.

An enhancement will be added to the output of the "Find Requisition Summary - OSU" report to now display a column for the CCH7 and CCH8 that correspond with the cost centers used on requisitions. This will be done to provide more sorting options and to be consistent with other reports in the procurement suite. 

The "Sources and Uses - Variance Analysis" report will be updated the week of June 12 to auto expand the Sources and Uses to the Ledger Account Hierarchy level when the report is rendered. This will change the way the report is displayed by default, but can be collapsed if desired by using arrow/carrot toggles on the left side of the report. 

This year, a new central journal will be processed to roll-forward spend authorization encumbrances. A new journal source titled Spend Authorization Roll Forward* will be posting encumbrances for FY2024 in the amount of non-expensed spend authorizations with remaining encumbrances.

OSU Surplus now offers a catalog in Buckeye Buy for small, medium, and large internal transfer deliveries to Columbus campus locations. A special request line is also available in the catalog. Contact OSU Surplus at surplus@osu.edu with questions.

As previously communicated, to avoid potential accounting issues, please do not approve any requisitions, supplier invoices, purchase orders, change orders, or expense reports after noon on Friday, June 30, 2023. It is highly recommended to have everything approved on Thursday, June 29, 2023.

As a part of fiscal year-end activities, subaward supplier contract encumbrances will be closed out for FY23 and re-opened in FY24. An encumbrance will not roll-forward into FY24 if a subaward supplier contract has an "Amendment in Process" status. This issue was confirmed in testing. As a result, the Office of Sponsored Programs (OSP) is providing the guidance below for subaward supplier contract amendments.

The new Expenses Hub is live within the Workday Menu options. The Expenses Hub is a central location for managing your expense-related tasks and transactions and will display transactions that require your attention. It is not intended to manage the Expense tasks and transactions that you have submitted on behalf of others as part of an administrative role.

The "Find Credit Cards – OSU" report is designed to provide departments and colleges with a listing of PCards by Cost Center and Cost Center Hierarchy Level 6. Cost Center and Cost Center Hierarchy Level 6 are assigned to each card by the PCard Office based on the Cost Center provided on the PCard Application or subsequent PCard Maintenance Forms.