Tagged: Finance and Supply Chain Reporting

An enhancement will be added to the output of the "Find Requisition Summary - OSU" report to now display a column for the CCH7 and CCH8 that correspond with the cost centers used on requisitions. This will be done to provide more sorting options and to be consistent with other reports in the procurement suite. 

The "Sources and Uses - Variance Analysis" report will be updated the week of June 12 to auto expand the Sources and Uses to the Ledger Account Hierarchy level when the report is rendered. This will change the way the report is displayed by default, but can be collapsed if desired by using arrow/carrot toggles on the left side of the report. 

An enhancement has been added to the "OSU - Find Assets" report. The output of this report now displays the primary work email address for the Asset Coordinator listed for the asset. 

The logic for Cost Center Hierarchy Level 6 and Cost Center will updated on the "Credit Card Transactions - OSU" report to reflect the Cost Center and corresponding Cost Center Hierarchy Level 6 that was provided on the original PCard Application instead of the Cost Center currently assigned to the Expense Payee or Card Manager for the transaction. 

Report demos for this update will be provided during the April Office Hours session.

The "Equity Balances by Balancing/Carry Forward Worktags - Summary" report has been created as a simplified version of the "Equity Balances by Balancing/Carry Forward Worktags" report. It is intended as a high-level analysis for department leaders to run and it provides available balances by unique worktag combinations. The report provides basic information about beginning balances, transfers, revenue, expenses, and encumbrances with a remaining balance available. The report also has very few prompts which cater to a simplified user experience. 

A downloadable Year-end Checklist for Finance and Supply Chain activities is available under the "I want to..." heading, found on the  Controller page of the Business and Finance website. The checklist includes important dates and action items for FY23 year-end.

The "Find Requisition Summary - OSU" report has been enhanced to include an "Approved by Workers" column in the output of the report.

To improve reporting capabilities for internal supplier transactions, and in support of the Internal Service Delivery (ISD) redesign project, there are several forthcoming report enhancements. 

"Supplier Category" will be added to the prompt and output of the following reports: 

• Find Requisition Summary - OSU
• Find Requisition Details - OSU
• Find Purchase Order Summary - OSU
• Find Purchase Order Details - OSU
• Find Supplier Invoice Summary - OSU
• Find Supplier Invoice Details - OSU 

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