| wdt_ID | wdt_created_by | wdt_created_at | wdt_last_edited_by | wdt_last_edited_at | SMPH Deadline | Business Area | Task/Milestone | Description/Notes | Impact/Change |
|---|---|---|---|---|---|---|---|---|---|
| 79 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | January 31, 5:00 PM | Foundation Data Model/General Ledger | Last Day for Reorganizations Impacting FDM | No financial reorganizations (e.g. changes to the cost center hierarchy), new funds, functions or ledger accounts after this date. | New due to Workday |
| 80 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | January 31, 5:00 PM | Foundation Data Model/General Ledger | Last Day for FDM Mapping: Fund, Function, Ledger Account | New due to Workday | |
| 81 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | March 14, 5:00 PM | Foundation Data Model/General Ledger | Last Day to request new SFS Departments | New due to Workday | |
| 82 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | March 17, 5:00 PM | Supply Chain Management | Purchase Requisitions for FY 2025 with a dollar amount equal to or greater than $50,000 may require bidding and should be submitted in ShopUW+ | Requests can be submitted after this date, but will not be guaranteed for FY25 processing. | Minor change to dates from prior years |
| 83 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | March 21, 5:00 PM | Foundation Data Model/General Ledger | Last Day for Mapping Changes | Last day to change what is already in the crosswalk as a mapped row of SFS data to Workday. | New due to Workday |
| 84 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | March 21, 5:00 PM | Foundation Data Model/General Ledger | Last Day for FDM Mapping: Cost Center, Spend Category, Revenue Category | Last day to change what is already in the crosswalk as a mapped row of SFS data to Workday. | New due to Workday |
| 85 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | March 21, 5:00 PM | Foundation Data Model/General Ledger | Last Day for FDM Mapping: Related Default Worktags | Last day to change what is already in the crosswalk as a mapped row of SFS data to Workday. Default cost center, fund, function on driver worktags. | New due to Workday |
| 86 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | March 21, 5:00 PM | Foundation Data Model/General Ledger | Last Day for FDM Mapping: Allowable Worktags | Last day to change what is already in the crosswalk as a mapped row of SFS data to Workday. Allowable cost centers, funds, functions on driver worktags. | New due to Workday |
| 87 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | April 1, 5:00 PM | Supply Chain Management | Purchase Requisition(s) for goods and services expected to be delivered in FY 2026 may begin to be created for FY 2026 in ShopUW+ | For PO's being converted into Workday | Minor change to dates from prior years |
| 88 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | April 25, 12:00 (noon) | Customer Accounts/Accounts Receivable Billing | Last day to update your Workday Billing Data Conversion file (Customers, Contacts, Sales Items, Internal Service Providers, Catalog Items) | This is the file you provided to the Customer Accounts team. This file contains data from your ancillary systems. Files can be found here: https://uwprod.sharepoint.com/sites/ATPResources Center/SitePages/FinanceAR.aspx. If you are using the SFS AR/BI mod | New due to Workday |
| 89 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | May 1, 5:00 PM | Supply Chain Management | Last day for creation or, updating, suppliers in Jaggaer/ShopUW+ until go‐live. | Last day for any updates to the supplier file before it is converted. Supplier activity will resume in ShopUW+ after go‐live. All new supplier requests and change orders receved by central team. Requests can be submitted after this date, but will not be g | New due to Workday |
| 90 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | May 2, 5:00 PM | Foundation Data Model/General Ledger | Salary Cost Transfers (SCTs) involving Fund 101 processed through the Cost Transfer Tool for Fiscal Year 2025 must be submitted to SMPH Fiscal by May 2, 2025. | After this cut‐off date, SCT’s and Direct Retros will be processed as time permits. | Minor change to dates from prior years |
| 91 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | May 7, 5:00 PM | Supply Chain Management | Purchase Requisitions submitted after this date may be held for processing in FY2026. Purchasing Services will make every attempt to process requisitions in a timely manner but FY25 processing is not guaranteed. FY25 processing is not allowed for products | Deadline for non‐catalog requisitions only | Minor change to dates from prior years |
| 92 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | May 16, 5:00 PM | Foundation Data Model/General Ledger | Last Day for Position Restriction Funding Costing Allocations in HRS | Equivalent to Default Funding in HRS. Position Restriction Funding is used when the Worker Funding is missing or no longer valid. | New due to Workday |
| 93 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | May 19, 5:00 PM | Supply Chain Management | Direct Payments (DP) & Payment To Individual Forms (PIR) must be generated in ShopUW+ with all approvals – Forms may be submitted after this date, but FY25 processing is not guaranteed. | Requests can be submitted after this date, but will not be guaranteed for FY25 processing. Any DP/PIR not fully approved by 6/19/25 will need to be re‐ created in Workday. | Minor change to dates from prior years |
| 94 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | May 19, 5:00 PM | Supply Chain Management | Refund of Receipt forms for money deposited with the University as a receipt or sales credit must be generated in ShopUW+ with all approvals ‐ Forms may be submitted after this date, but FY25 processing is not guaranteed. | Requests can be submitted after this date, but will not be guaranteed for FY25 processing. Any DP/PIR not fully approved by 6/19/25 will need to be re‐ created in Workday. | Minor change to dates from prior years |
| 95 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | May 21, 12:00 PM (noon) | Customer Accounts/Accounts Receivable Billing | Last day for S/C/D's to submit customer refunds to Central ARBI | Fully completed and signed ROR requests submited to Central AR will be submitted in ShopUW+ by the SCM deadline of 5/23/25 for ROR's. | New due to Workday |
| 96 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | May 23, 5:00 PM | Supply Chain Management | Invoices from External Vendors must be received in Accounts Payable, Suite 5301, 21 N. Park St. ‐ Invoices may be submitted after this date, but FY25 processing is not guaranteed. | Requests can be submitted after this date, but will not be guaranteed for FY25 processing. See last day to proccess invoices for payment task for hard cut off dates. | Minor change to dates from prior years |
| 97 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | May 26, 5:00 PM | Expenses | Last day to apply for a Corporate Card in SFS | Subsequent applications will be submitted in Workday. Corporate cards will be known as Shared Liability Cards with the rollout of Workday. Credit limit increases will not freeze during cutover. | New due to Workday |
| 98 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | May 29, 5:00 PM | Expenses | Last day to request to create new non‐employee profile (non‐employee EmplID) | Marks the final opportunity for staff to submit a request under the old system, with subsequent requests for External Committee Members being submitted in Workday. Existing SFS non‐employee profiles will not be loaded into Workday, as the data fields (pho | New due to Workday |
| 99 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | May 30, 5:00 PM | Foundation Data Model/General Ledger | UWF Disbursement Request Forms and Gift Deposit Routing Forms must be received by UW Foundation in order to guarantee transfer to UW‐Madison fund 233 projects by the end of June 2025. ‐ Forms may be submitted after this date, but FY25 processing is not gu | Funds not received at UW‐Madison by June 30 will be recorded as deposits in Workday once received | Minor change to dates from prior years |
| 100 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | May 31, 5:00 PM | Banking | Outstanding checks and bank account balances to be reconciled as of June 30, 2025 | New due to Workday | |
| 101 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | June 1, 5:00 PM | Expenses | Last day to submit request for a temporary fund cash advance and replenishments | Submission of temporary custodian account replenishments. | NA |
| 102 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | June 2, 5:00 PM | Expenses | Last day to load shared corporate card transactions in SFS | This is the last day that shared liability (corporate card) transaction files will be loaded into SFS. The cutoff date allows for cardholders to reconcile corporate card transactions in SFS in an expense report prior expense report submission deadline. Su | New due to Workday |
| 103 | korzekwa | 01/04/2025 04:19 PM | korzekwa | 01/04/2025 04:19 PM | June 2, 5:00 PM | Foundation Data Model/General Ledger | Last Day to request or create new SFS Projects (Project Lite ‐ non Grants) | Project Lite campus access turned off at EOD | New due to Workday |