To facilitate ad-hoc financial reporting in Tableau, a new Tableau Data Source which contains Adaptive Operating plan lines data for UNIV from Workday has been created in the RAE. The data source has loaded the items listed below.
The "Plan Versus Actuals by Plan Worktag" and "Plan versus Actuals by Plan Worktag - With Ledger Account" reports have been enhanced with new dynamic column headings to provide greater clarity to the selections made at report runtime. Now instead of simply displaying "Plan," the column heading will display the Plan/Forecast Name that was selected at report runtime.
Please send questions about these updates to ctl-businessprocesses@osu.edu
The "Find Purchase Order Details - OSU" reports has been updated to include two new fields for line level status details named "Purchase Order Line Status" and "Line is Cancelled" which provides insight to the statuses of specific Purchase Order Lines.
The "Find Purchase Order Summary - OSU" report has been updated to include the Purchase Order Reference ID Field. This field is can be used by Internal Service Providers to populate their EIB templates when processing credits on fully invoiced Purchase Order Lines.
During the months of November and December, the Procurement and Supply Chain reports listed below will be enhanced to add a new prompt for "Projects." This prompt will provide additional search options on projects and is intended for areas managing large projects with multiple phases in Workday.
The list below indicates the reports being updated, as well as the date each report is expected to be updated.
A new report named "Business Processes Awaiting Action - Asset Detail" has been released to aid in locating where asset events are in workflow. This report displays one row per event awaiting action and will provide basic information about the asset as well as days awaiting action and days since assignment.
With the release of this new report, the older "Transactions in Progress - Asset Registrations and Transfers" report will be retired on Friday, November 15.
Starting in December 2024 and annually thereafter, the Expense Office will be conducting the Miscellaneous Payment Request and Non-Travel Expense Report clean-up. The clean-up process will include the cancellation of any Miscellaneous Payment Requests or Non-Travel Expense Reports that are in "Draft" or "In progress" status for more than 365 days. Cancellation of these unfulfilled tasks will improve system performance and eliminate unneeded content.
Two new supplier websites are available in Buckeye Buy.
The Kurt J. Lesker Company has joined Buckeye Buy with a supplier website catalog of vacuum products and systems. The supplier contact is Rich West at richw@lesker.com.
GenScript offers molecular biology products and services in their supplier website catalog. The supplier contact is Dorcas Lohese at dorcas.lohese@genscript.com.
The last check run for Accounts Payable will occur on Thursday, November 21, 2024, and all approvals will need to be completed prior to 10 a.m. that day.
In observance of the Thanksgiving Holiday, there will be no check run the week of Monday, November 25 through Friday, November 29. All approvals processed after the November 21 deadline will be included in the December 7 check run.
The Office of Business and Finance welcomes your feedback on revisions to the Deposit of Funds policy and Petty Cash Funds, Change Funds, and Cash Advance Payments policy (currently named the Cash and Cash Alternatives Payment Methods policy). These policies are open for university-wide feedback through October 27 on the University Policies website. Visit the “Policies Under Review” tab to view an overview of the policy changes and the proposed revised policies.
This is a reminder to everyone that the Auditor of State Training is due by Tuesday, October 29. An email was sent out to all employees from the Office of Business and Finance. As a reminder, Ohio Senate Bill 91 recently amended Ohio Rev. Code 4113.52 to require all state employees, with few exceptions, to report alleged fraud, theft in office or misuse or misappropriation of public money to the state. House Bill 33 then amended Ohio Rev.