Workday issues two major updates, called “Feature Releases,” per year. The first Feature Release of 2024, also called “R1,” takes place March 8-9. During a Feature Release, Workday implements a series of system updates, improvements, and new features. While hundreds of new features and enhancements are available during a Release, we work to identify and […]
We’ve added new a Workflow section to our procurement reference guides to help users understand the workflow steps and the list of approvers. In the updated guides, the workflow information shares details about: When to fill out which questionnaire The approvals needed from specific roles based on purchase order types or FDM When buyer approvals […]
Modernization and the Central Payments team have collaborated to enhance the approval process for purchases on university PCards. Beginning September 7, a new secondary approval step will be added for purchases made by cardholders who are also financial approvers. These approvals will now be routed to the cardholder’s Area Finance Officer for review, to […]
We’re excited to launch the first guide in our series of Workday Concepts guides for Finance. The new Procurement Workday Concepts guide provides an overview of the Procurement processes in the Workday system, and shares links to relevant Reference Guides and Procurement related security roles. Workday Concepts guides aim to provide greater visibility into process […]
When running the Fiscal Year End Procurement Roll Forward process for Procurement Documents, including Spend Authorizations, Modernization is aware of an issue where a number of obligations and commitments either roll forward into the new fiscal year when they shouldn’t, or do not roll forward when they should. The Finance team can identify these instances […]
We’ve added a variety of new spend category hierarchies which may be used to provide further visibility into procurement activities. The new SCZ spend category hierarchies include: SCZ0000 Purchasing Services Review SCZ0001 IT Review Questionnaire SCZ0002 Restricted to Procurement Card SCZ0003 Tagged Equipment SCZ0004 Review on Grants SCZ0005 Accounting Manager Review SCZ0006 Accountant Review To […]
We’ve created a new guide highlighting three reports helpful for locating business documents in Workday, which may assist in preparing for fiscal year end. CR PRO Find Spend Authorizations, CR PRO Find Requisitions, and CR PRO Find Purchase Orders allow areas, departments, and unit administrators to find any Spend Authorization, Requisition, or Purchase Order using a […]
2023 fiscal year end cutoff dates and memos are now available on the General Accounting website. Modernization has also created a new reference guide highlighting reports helpful for locating business documents in Workday during fiscal year end. Learn more here. These resources were previously distributed to the Controller’s Office listserv. Questions regarding these memos and […]
On March 1, we released an update to the Financial Data View Only role. This update ensured the appropriate protection of sensitive banking information. As a follow-up to that update, we are sharing the following report to aid in reconciling supplier payment information. Departments may use the custom report CR PRO Supplier Invoice Payments, which can […]
We’ve developed a new process allowing departments to prevent a specified Program from being used on operational transactions while remaining eligible for use on manual corrections within the Workday system. Learn more about how to request Program Inactivation by reviewing this new reference guide.