Tagged: Workday

The report "UNIV Remaining Encumbrances - Requisitions, POs, Spend Authorizations, Supplier Contracts" has two new date prompts. One prompt allows users to enter a Requisition Request Date On or Before. This is to allow users to isolate only requisitions that are intended for this fiscal year. A second prompt has been added for "PO Document Date On or Before." This is also to aid in delineating current fiscal year purchase orders from FY26 purchase orders.

In November 2024, Ohio State business sponsors collaborated with Institutional Research and Planning (IRP) to design and launch a Workday survey. The survey’s purpose was to collect faculty and staff opinions and perceptions about Workday and the available resources that support it. The survey’s end goal was to obtain results that can be used to improve Workday change management processes and communications.

UniPrint has been added as an option under “Connect to Supplier Website” in Buckeye Buy. This exciting change will allow customers to start and finish their online printing standard orders directly in Workday without having to jump between two different websites to purchase products. Please contact the UniPrint customer service team (uniprintcustserv@osu.edu) with questions. See the full post for more details.

An integration issue has been identified associated with the Supplier Discount integration where the full discount amount was not reclassed from the 17005 Discounts Earned Suspense ledger account to an expense account that earned the discount. The integration has been corrected moving forward and a clean-up of the variance for all the prior affected years will post into FY25 by the second close. This only affected supplier invoices that had freight and other charges at the header level.

The detailed FY26 period close and department fiscal payroll processing calendar has been published and is now available on the Controller's website. Link in full post.

To assist with the year-end procurement roll-forward process, the Controller’s Office will be analyzing and closing out old internal and external Purchase Orders (PO) which meet the following parameters: POs that are over two years old which have not been invoiced in the previous year (excluding POs for multiyear service contracts that are only billed annually, those related to construction projects beginning with "PJOSU," OAKS type POs, and those that are FD520 grant related). See full post for timing and other details.

Several reporting updates are current as of June 2. An enhancement has been made to Business Process Approval Times Reporting, a new "Find Procurement Mass Close Requests - OSU" report is available, and a new financial report named "Sources and Uses - Monthly Trending" is available.

Please note there will be no check run on June 19 due to the university holiday. Any checks anticipated for June 19 will be pulled into settlement for the June 12 check run. Please ensure all needed payments for that timeframe are fully approved prior to 10 a.m. on June 12. Pickup will remain 1 p.m. to 4 p.m. on June 12.

Supplier Maintenance has updated two forms to aid in the supplier setup process. Both the Compliance Form for Payments to B or W Visa Holders and the Non-Resident Alien (NRA) Checklist have been revised. Please access the new forms through the Business and Finance "Policies and Forms" page to ensure you are using the latest versions. See the full post for a link.

Effective June 1, 2025, the PCard Policy has been published with updated policies and procedures. See the full post for link details.