Tagged: Procurement

The Sourcing Team has awarded a new university-wide contract to 14 full-service catering suppliers after a competitive Request for Proposal (RFP) process. These contracts include pre-negotiated pricing and terms with trusted and qualified local providers and are now available for use across the university. Check out the full NewsLink post for additional details, a link to the detailed contract information, and the full supplier list.

Several new reporting updates described in the full post are active beginning now through month-end. A new prompt "Exclude Worktags" has been added to the "Equity Balances by Balancing/Carry Forward Worktags - Monthly Trending" report. Coming Tuesday, September 23, a new column for the purchase order "Line Memo" will be added to the output of the "Find Purchase Order Details - OSU" report. Lastly, during the week of September 29, the HCM Supplier Approver step will be added to the output of the "Business Process Approval Times - Miscellaneous Payment Request Summary" report as well as the "Business Process Approval Times - Miscellaneous Payment Request Details" report.

Effective Thursday, October 2, updates will be made to the Supplier Invoice Request and Miscellaneous Payment Request processes to ensure proper classification and review of independent contractor relationships with the university.

Several financial reports will be updated the week of Monday, September 8 to include an "Exclude Worktag" prompt. This prompt will allow users to filter out worktag combinations for a more targeted report output. See the full post for a listing of the reports with this new prompt.

The FY26 Summer Forecast is now available in Workday and variance analysis reporting has been updated to reflect this forecast as the default prompt value for "Forecast Plan Name." Similarly, the "Budget Plan Name" prompt default value has been updated to the FY26 Operating Plan - UNIV.  The listing of affected reports is shared in the full post along with details about updating saved filters.

Several new reporting updates described in the full post are expected to be active mid-August. A new prompt and output field have been added to "Purchase Order Remaining Balances," "Find Purchase Order Details - OSU," and "Find Purchase Order Summary - OSU." Coming the week of August 18, a new report called "Find Cash Sale Details - OSU" will be released. Lastly, coming the week of August 11, a new field will be added to the output of the report "Business Processes Awaiting Action - Expense Report Detail."

During the week of June 23, Workday validations were added to the supplier invoice business process to ensure that the cost of sales expenditure treatment worktag can only be utilized by approved university earnings operations (Funds FD120, FD121, FD122 and FD200). As a reminder, use of the ET101 expenditure treatment drives the transaction accounting to the cost of sales ledger account (61020). See the full post for more details and guidance.

A column on the output of the reports "Find Supplier Invoice Summary - OSU" and "Find Supplier Invoice Details - OSU" has been removed due to performance issues. The report field removed was "All Invoices Paid to Supplier on Settlement Run." End users can instead run the report "Supplier Payments" to obtain a list of invoices paid to a supplier during a particular settlement run.

The IT Computer Software (SC10396) and related expense item of IT Software are being decommissioned. These have been marked with do not use in the name (DNU) until the remaining transactions clear. For all software purchases moving forward, please utilize IT Computer Services – Software Maintenance and Licenses (SC10519) and the expense item Computer Services Software Maintenance and Licenses. Contact info for questions is in the full post.

Later this summer, updates will be made to the Supplier Invoice Request and Miscellaneous Payment Request processes to ensure proper classification and review of independent contractor relationships with the university. See full post for details.