October 2021 Report Updates and Enhancements
New field in CR PRO Find Requisitions
To help requestors see if their requisition was successfully sourced and received without having to drill into the requisition and purchase order lines, we added a new field called Fully Sourced and Received. This field displays “Yes” if both of the following conditions are true:
- All requisition lines have been sourced to a purchase order, and
- All purchase order lines have been received.
The field returns no value for all other conditions.
Procurement Card reports updated
The following reports used to return incorrect values for the fields and/or prompts for Cardholder Cost Center and Procurement Card Data Entry Specialist when the worker retired or was terminated. We’ve updated the fields to return the correct cost center.
- CR PRO Find Procurement Card Transactions
- CR PRO My Procurement Card Transactions Not Verified
- Dashboard – Area Financial Officer and Cost Center Manager
- Worklet – Procurement Card Transactions Not Verified
- Dashboard – Procurement Card Reports
- Worklet – Aging Procurement Card Transactions
- CR PRO Aging Procurement Card Transactions
Line Memo added to CR FIN Find Internal Service Delivery Lines
We added Line Memo as a column on the report.
New report: CR FIN Find Bank Statement Lines
We copied the Workday-delivered report Find Bank Statement Lines and added a new prompt called Addenda Keyword(s) that allows you to search the addenda for the exact text entered.