New “stand-in” supplier called “SIR New Supplier Request - SPL-0000012” was created to aid end users in submitting payment requests via "Supplier Invoice Request" when a new supplier is being requested.
Spend Authorizations and Expense Reports now permit the designation of a specific position for payees who hold spl it positions. The new "Position" field will only be visible on the header of the Spend Authorization or Expense Report when the payee is a worker with spl it positions. Selection of a position will designate the default worktags on the lines, drive the business process approvals, and ensure that the correct manager receives the notification when a spend authorization is created. If the position designation is changed after lines are entered on the Spend Authorization, the default worktags for that position will only apply to new lines and no overrides to information already populated will occur. When a Spend Authorization with a position designation is linked to an Expense Report, the position designation will automatically populate and cannot be changed, ensuring position consistency across both transactions.
For questions, contact the Travel Office at travel@osu.edu or 614-292-9290.
To match requirements outlined in the earnings operation policy, the Senior Fiscal Officer approval will now be required for all FDM requests that use the "New Earnings Operation" or "Edit Existing Earnings Operation" form types. Previously, these request types routed to both the SFO and the Cost Center Director roles for approval, and only one of these roles had to approve. This change went into production at 5 p.m. on Tuesday, February 6 ; after this date and time, these request types will no longer route to the Cost Center Director.
Coming Soon : Business Processes Awaiting Action – Journals:
Two new reports, "Business Processes Awaiting Action – Journal Summary" and "Business Processes Awaiting Action – Journal Detail" will soon be released to expand on the "Business Processes Awaiting Action" report suite. These two reports will also be added to the report group "Business Processes Awaiting Action Report Group" and the corresponding dashboard. This reporting will allow end users to locate journals that still have review and approval steps left in the business process.
Find Journals – OSU Enhancement:
The Workday report "Find Journals – OSU" has been updated to include the "Created Date" for the journal on the report output.
Internal Service Provider Billing Enhancements:
The report Internal Service Provider Billing has been enhanced to include additional worktag columns in the output of the report, due to changes to the EIB template. Those columns include Grant Treatment, Sponsor, CSI Code, Prevailing Wage, and Academic Period.
Find Purchase Order Summary – OSU Enhancements:
The report Find Purchase Order Summary – OSU has been enhanced to include additional columns on the output of the report. Those columns include Cost Center Hierarchy 6, Cost Center Hierarchy 7, Cost Center Hierarchy 8 and Cost Center.
Select Sources and Uses Reports Enhanced:
Select reports in the Sources and Uses suite of reports have been enhanced to provide a better experience for infrequent users of financial reports. A summary of the changes, and a list of enhanced reports is available in the full post.
To ensure the appropriate accounting for projects, it is important that considerations made to determine if project is Capital or not. To aid departments and units in making these determinations a detailed guidance document has been added to the B&F website.
For Capitalizable Building Improvements to qualify for capitalization, project expenditures must exceed $100,000 (excluding moveable equipment, which is capitalized separately) and represent significant alterations, renovations, or structural changes that increase the usefulness of the building, enhance its efficiency, or extend its original useful life. See the full post for more details, including what capitalized building projects entail.
To clarify the usage of the two project request sheets within the Project Intake and Capital Planning instance of Adaptive Planning, the Office of Technology and Digital Innovation (OTDI) will be completing the system enhancements described in this post, effective Thursday, February 15 . See the full post for more details about the renamed sheets.
In addition to the system enhancements mentioned in the " Adaptive Planning – Project Intake and Capital Planning " post, updates to the review process for projects managed in e-Builder that are requested on the All Other Projects sheet will also go into effect on Thursday, February 15 . There are no process changes to project requests on this sheet that do not need to go through e-Builder. See the full post for details about projects managed in e-Builder.
Buckeye Buy internal supplier catalogs now have a Preferred tag assigned to them in Workday. To limit your search to internal supplier catalogs, enter an item description and check the Preferred box in the Item Tags section in the left pane.
See the full post for a screenshot visual example and check out the Buckeye Buy User Guides page for the complete list of internal supplier catalogs in Buckeye Buy.
Currently, Purchase Requisitions, Spend Authorizations, Non-PO Invoices, and Expense Reports without Spend Authorizations are reported on the weekly grant transaction confirmation email sent out to Principal Investigators (PI) for their relevant Grants. Additionally, Misc. Payment Requests will start to be included on this report during the month of February. This is the final update and will ensure that our PIs can review all non-personnel charges against their Grants via this weekly reporting.
The University Travel Office is offering Information Sessions to provide guidance and resources to assist with planning and arranging business travel.
International Travel information session, Tuesday, February 27 - (10 a.m. - 11:30 a.m.) - Check out the full Business and Finance Travel article for more details and links for joining the session. Combining Business with Personal Travel information session, Tuesday, March 5 - (10 a.m. - 11:30 a.m.) - following normal Travel Office Hours discussions. Check out the full Business and Finance Travel article for more details and link for joining this session.
More Information Sessions to be announced.
For questions, contact the Travel Office at travel@osu.edu or 614-292-9290.
