July reporting updates

Here are the reporting updates for the month of July.

New Reports

  • CR REF Find Spend Categories
    • This new report is similar to the Workday delivered report Find Spend Categories. The new report now includes two columns for the IRS 1099-NEC and IRS 1099-MISC Categories, which show 1099-NEC and 1099-MISC applicable box numbers.
  • CR PRO Receipt Accrual Lines Forecast
    • This new report shows the forecasted receipt accrual lines from received purchase order lines not yet invoiced.

Report Modifications

Finance

  • CR FIN Financial Related Worktags
    • We resolved a defect where Default worktags were not displayed.
  • CR FIN Find Customer Contract Lines
    • This report replaces delivered report Find Customer Contract Lines. Find Customer Contract Lines will be taken down on August 5, 2022.
  • CR FIN Sources and Uses Summary
    • We resolved a defect where FY2021 budget and budget roll forward were incorrectly stated.
  • CR FIN Plan to Actuals Summary
    • We resolved a defect where FY2021 budget and budget roll forward were incorrectly stated.
  • CR GRA Cost Share
    • This report now displays by default cost share expense activity up to and during the current fiscal period. Previously, users could choose the fiscal year(s) in which the activity occurred. The “Award” prompt is now required.
  • CR GRA Cost Reimbursable Invoice Expense Detail
    • This report now includes the business document from the operational transaction.
  • CR GRA SPS Sponsored Expense Detail
    • This report lists sponsored expenses for departmental/SPS managers.
    • Budget Date is now a column on the report.
  • CR GRA Receivables Aging Detail
    • This report now shows all funds from the invoice lines on the related customer invoice.
  • CR PRJ Find Projects
    • We renamed this report CR REF Projects.
  • CR PRO Find Supplier Invoices
    • The supplier invoice’s payment status is now available as a column.
  • CR PRO Receipt Accruals Forecast
    • This report shows the forecasted receipt accrual lines grouped by supplier from received purchase order lines not yet invoiced.

View all reporting updates at modernization.wsu.edu/tag/reporting.