Tagged: NewsLink

Dates are extremely important for processing and reporting on transactions. Please use special care when entering and approving transactions to ensure use of the correct dates. A new "Transaction Dates in Workday that Drive Accounting" guide is available in the Administrative Resource Center (ARC). This document outlines which transaction dates drive operational accounting entries in Workday.

New training modules on Adaptive Planning are now available in BuckeyeLearn. The modules listed below are recommended for Ohio State employees needing to use Adaptive Planning for the Spring 2023 planning cycle.

Ohio State’s Office of Comprehensive Energy will be changing how they manage utilities bills (electricity, natural gas, and water/sewer) for Ohio State and the Health System. A third-party system, WatchWire, will be used to gather utility invoices from various companies and submit invoices into Workday for payment. This removes manual effort from the departments and streamlines the process. The Energy Office will be reaching out to the affected departments with more on the transition taking place during February 2023.

Please do not begin entering FY24 blanket purchase orders until April 2023. More information and detailed instructions on creating FY24 blanket purchase orders will be posted in a future Newslink article. 

Coming in May, the Buckeye Buy shopping experience will transition from the current third-party website (GHX Procure) to being all self-contained within Workday. 

Bringing the Buckeye Buy experience directly into Workday simplifies the “shopping” process for end users. It also allows end users to see the different stages of their orders through the procure-to-pay lifecycle. 

What benefits will we get from doing this? 

As we prepare to move ordering of goods and services into Workday, a change is coming for supplier contracts. Existing supplier contracts used for procurement in Workday as of February 10 may have a suffix of “Do Not Use” added to the contract name. A new contract with the original name will be created as of February 10. The original contract will remain open until fiscal year end close to allow open transactions to process against it, which means both the old and new contracts will be active and available at the same time.

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.  

• Find Requisition Details - OSU
• Find Supplier Invoice Request (SIR) Detail - OSU
• Find Spend Authorization Details - OSU
• Find Expense Report Details - OSU 

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.

Plan Structures, Budget Plans and Forecast Plans are found in the reports listed below. These are required fields when running these reports therefore the report functionality will be updated to require their selection. Please be sure to review the selections to ensure they return desired results.

If you have saved filters please be sure to update your filters accordingly as these changes will be implemented on Tuesday, February 7.

Join any part of this webinar series and gain a better understanding of how to locate and use a variety of Human Resources technology resources and tools, as well as employment-related information. Webinars will be hosted every other Friday at 10 a.m., and each webinar will focus on different technology resources. The first half of each session will provide an overview of the featured topic and the second half will be open for HR staff to take questions from attendees. Employees can choose to attend one or all webinars based on the topics and systems that meet their interests.