Tagged: NewsLink

Beginning Thursday, October 24, two new fields will be added at the header level of a requisition. These new fields are "Freight" and "Other Charges." This change will allow end users to account for any freight or additional handling charges noted on a quote without adding a line item to the requisition.

Two supplier invoice matching rules will be updated on Thursday, October 24. The changes listed below will be made for the University only.

Freight Variance: If there is freight on the purchase order and the invoice freight amount exceeds the purchase order amount by $300 or more, the invoice will go into match exception status. If there is no freight on the purchase order, then a supplier invoice freight amount of $300 or more will cause the invoice to go into match exception.

On Thursday October 24, the Tableau report "Delegation History - OSU" will be enhanced with the fields listed below.

• Delegating Worker Employee ID
• Delegate Employee ID
• Delegate Cost Center
• Initiator (of the delegation)
• Date and Time Initiated  ("Null" will show up in the report for the delegation entered prior to the Oct. 24 enhancement.)
• Date and Time Completed ("Null" will show up in the report for the delegation entered prior to the Oct. 24 enhancement.)

A new column has been added to the "Find Journal Lines - OSU - Posted Journals by Amount Type" report to display the Stock Request Number for journal lines with an Inventory Shipment journal source. This is to allow end users to trace a shipment back to the original requisition submitted for the order.

The "Cost of Sales" worktag changes listed below are coming soon.

Validations on Expenditure Treatment (ET101)

Two Payroll Accounting reports have/will be updated based on some user feedback.

The "Payroll Accounting Adjustments Status" report has been updated as of October 17. The "Created By" field has been replaced with the "Initiating Worker" and "Initiating Worker's Employee ID" fields so that this information is visible to all report end users. A column with approver information has also been added, titled "Approved by Workers."

The "Find Transaction Summary Reports" report group has been created to help end users run multiple reports with a single set of prompts. This report group will render results for the summary report groups in the following areas: Requisitions, Spend Authorizations, Expense Report, Miscellaneous Payment Requests, Supplier Invoices, Supplier Invoice Requests, and Purchase Orders. The output of all these reports is compiled and downloaded into one Excel file for end user convenience. Pivot tables have been added on a tab in the Excel output summarizing the report statuses.

The Nelnet Commerce Manager training is a half-hour course and introduction to using Nelnet Commerce Manager. Nelnet Commerce Manager is a simple but flexible option for accepting credit card payments online.

A new feature, Workday Assistant, has been enabled that provides more relevant and useful search results in the new Simplified Search view.

Workday Assistant uses natural language processing, so in many cases, you will not need to match Workday terminology exactly to get relevant results. And depending on your search, the information you are looking for may be included in the search results, no additional navigation necessary.

A bid was done for gift cards and incentives, resulting in contracts being awarded to two suppliers – Virtual Incentives and Tango. These contracts are available for university-wide use for digital and physical gift cards. Contract information can be found on the appropriate contract book pages.