Business Update News from 03/2023

Policy & Procedure updates - March 29, 2023

March 29, 2023

The following policy documents, which previously completed their full review and approval process, are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...

Preparation for year-end GA Sweep process

March 22, 2023

In 2019, a process was instituted in which the Budget Office collects the Chart of Accounts (COA) to be used as the offset for each unit’s GA Sweep. The COA combination used for the GA Sweep remains the same year-over-year and is generally where centrally supported units receive their GA funding...

Procedure 3215 PR.01 Yale Purchasing Card Procedure - Update

March 22, 2023

The following revised policy documents are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...

Procurement announces set rental rates

March 22, 2023

Procurement has negotiated set rental rates for tents, tables, chairs, etc. with Abbey Tents & Party Rentals, Mr. Tents LLC, Stamford Tent, and Taylor Rental. You can find their contact information and pricing rates on the...

Workday 2023 Release 1 – Non-Sponsored Accounts Receivable tasks and fields renamed

March 22, 2023
Attention Non-Sponsored Accounts Receivable Workday Users:

To provide clarity and consistency, Workday has renamed the following tasks when you access them from the related actions menu of a customer invoice:

Writeoff Bad Debt to Write Off Writeoff Bad Debt on Customer...

Time to Align - FY23 Annual Performance Management

March 22, 2023

Once again, it is time to complete your performance self-assessment, which is your opportunity to reflect on last year’s achievements and areas of growth and challenge and share them with...

Policy & Procedure update - March 15, 2023

March 15, 2023

The following draft documents, which have completed the committee stages of their formal review, are now available for community review and comment and are posted on the Policies & Procedures Drafts web page...

Procedure 1410 PR.01 and Procedure 1410 PR.03 - Updates

March 15, 2023

The following revised policy documents are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...

Account Holder Report and Financial Activity and Balances (FAB) Report updates

March 15, 2023

Correction as of March 22, 2023: This enhancement is being postponed to the near future to ensure no adverse impact on the quarterly close . Additional information will be provided via Business Update once a new date has been set.

Update as of May 10, 2023:...

New requirements when shipping goods to Europe

March 15, 2023

Effective March 1, 2023, all goods shipments to European Union countries, Northern Ireland, Norway, and Switzerland must include:

An accurate description of each goods item in the shipment. A minimum six-digit Harmonized System (HS) Code for each goods item in the shipment. The recipient’s...

ServiceNow launches Field Service Management application next month

March 9, 2023

Yale ITS previously announced that ServiceNow’s Field Service Management application would launch in March. The Field Service Management Application will now launch in mid-April. The new launch date allows sufficient time to conduct training while avoiding a conflict with our Student...

Workday upgrade March 11, 2023 – What to expect

March 8, 2023
Summary

On Saturday, March 11, Workday will be upgraded to a new version. Please see the Details section below for a description of the changes.

A snapshot of the changes / Finance updates include:

Copying cash sales is now allowed Changing cash sales after submitting is not allowed...

YaleSites upgrade project status – Winter 2022

March 8, 2023
Summary

As previously announced , Yale ITS and the Office of Public Affairs and Communication are upgrading YaleSites, Yale’s web-publishing service. This...

Policy & Procedure update: Policy 2202 Endowment Spending and Distributions 

March 1, 2023

The following policy document, which previously completed its full review and approval process, is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...

Policy & Procedure update: Policy 3301 & Procedure 3301 PR.03

March 1, 2023

The following draft documents are now available for community review and comment and are posted on the Policies & Procedures Drafts Site . The documents will be posted on the drafts site until they...

Reminder: Retirement of the Perspectives from the Finance Data Model 

March 1, 2023

On March 31, 2023, Fund balance, Detailed Transactions Trend, Payroll Details, Budget Variance Analysis, and Awards and Grants Perspectives will be retired from Finance Data Model. Therefore, it is important to repoint any downloaded reports to the two new Perspectives before March 31,...

Bee Cyber Fit podcast

March 1, 2023

No one is immune to cybercriminals, not even Jeremy Rosenberg, Yale’s chief information security officer (CISO). Learn how Jeremy fell victim to a phishing scam, was tricked into clicking on a malicious link, and how it could happen to us too.

This informative...