Beginning Monday, March 31, the report group called "Business Processes Awaiting Action" will no longer display journals awaiting action. Journals are being removed from this report group as they've been added to an alternate report group called "Financial Transactions Awaiting Action." This has been done to group similar transaction types together and will alleviate the need to have the Company Financial Analyst role in order to run the Business Processes Awaiting Action report group.
Tagged: Workday
Business Processes Awaiting Action Report Group Changes
Richard Hunter|March 7, 2025Buckeye Buy Updates as of March 10
Richard Hunter|March 6, 2025Listed below are the latest Buckeye Buy supplier website updates. Contact BF-Marketplace@osu.edu with any catalog search questions.
Enhancement to "Payroll Accounting Adjustment Status" Report
Richard Hunter|February 21, 2025Effective the week of Monday, February 24, the "Payroll Accounting Adjustment Status" report will have some enhancements made to its prompt functionality. First, this report will include "Initiated By" as a prompt. Secondly, the prompt functionality for Current Expense Worktags and Proposed Expense Worktags will change to look at what is entered in either prompt.
Below is a brief example using two PAAs.
Enhancement to "Accounting Adjustment Status - OSU" Report
Richard Hunter|February 21, 2025Effective the week of Monday, February 24, a prompt for "Prior Worktags" will be added to the "Accounting Adjustment Status - OSU" report. This particular prompt will use the "or" logic so that if a value is entered in another prompt, such as Proposed Organization, the results will return adjustments that have the proposed organization OR the prior worktags entered in the prompt. This is similar to the change being implemented for Current Expense Worktags and Proposed Expense Worktags on the Payroll Accounting Adjustment Status report.
Reporting Update - Spend Category Hierarchy Grouping Rollup
Richard Hunter|February 21, 2025The reports listed below will be updated during the week of Monday, February 24 to enhance user ability to analyze expenses. Current state, these reports have the ability to expand directly from the ledger account value into all Spend Category detail lines. This update will group the Spend Categories into groupings determined in the All Spend Categories hierarchy. Reports will populate level 5 of this hierarchy with the ability to further expand to detail line items if needed. The hierarchy groupings can be viewed in the “Spend Categories â FDM Values" report.
Buckeye Buy Updates as of Feb. 24
Richard Hunter|February 21, 2025Dublin Cleaners and Snow White Cleaners have been awarded new OSU contracts for dry cleaning services. Both suppliers have one-line service catalogs in Buckeye Buy under the Search Catalog link. See the Business and Finance news item for more details and supplier contact information.
Coming Soon: Updated Spend Category Hierarchies for Reporting
Richard Hunter|February 6, 2025Spend category hierarchies (level 5) will be updated to create logical groupings of expenses. These groupings will help provide a level of visibility that is inbetween the high-level Supplies and Services view, and the granular spend category level. Below are a few examples of logical expense groupings the changes will create.
- Computer, Audiovisual, and Copying Services
- Maintenance and Repair Services
- Financial, Accounting, and Legal Services
- HVAC, Electrical and Electronic Components
Quick Expense: Email/Receipt Scanning
Richard Hunter|February 6, 2025New functionality will be available starting Friday, February 14, which will allow business travelers to email or mobile scan receipts into Workday. The functionality uses AI to read receipts and create a Quick Expense record. The Quick Expense will not automatically generate payment or reconcile PCard transactions.
Employee vs Independent Contractor Classification
Richard Hunter|February 6, 2025Requirements have been updated to provide guidance on how employee vs independent contractor work at Ohio State should be classified.
Save Time with Fastenal Order Templates
Richard Hunter|January 28, 2025Fastenal is the contracted supplier for building maintenance supplies and janitorial products. University purchases for these items must go through Buckeye Buy. And if you’re a frequent user of the Fastenal catalog in the supplier website section of Buckeye Buy, you may be able to save time with order templates.