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Extension Operations

Ohio State University Extension

CFAES

Education Scholarships to Colleges/Student Awards to Students

Jan. 21, 2021
  • Student Scholarships and Student Awards

    • Payments directly to youth for “scholarships” (which we will call “student awards”) will be done with a Miscellaneous Payment in Workday.
      • First- check to see if payee is in the system, if not- Create Miscellaneous Payee - choose "Student" as Misc Payee Category, be sure to fill out the TAB CONTACT INFORMATION and attach the Supplier/Payee Setup Form in the Attachments TAB before hitting OK.
      • Payee type “Student”
      • Memo: “Extension Youth Award”
      • Attach Supplier/Payee Setup Form, or choose existing payee (Please do NOT fax or email the form to Supplier Maintenance)
      • Then Create Miscellaneous Payment- using the new Misc Payee #-
    • *** FOR BOTH MP and SIR:
      • Attach any backup documentation (award letter, must specify amount of award in letter)
      • Handling code is RE-Regular
      • Statutory Invoice Type: "Other Non-PO Invoices USA"
      • SC10949 "Awards and Prizes"
    • Other institution scholarships: Done with “Create Supplier Invoice Request”- for scholarship payments directly to non-OSU institutions (preferred process instead of paying individual due to tax implications)
      • Create Supplier Invoice Request
      • Memo: “Extension Youth Scholarship” and name of student (copy this into each MEMO line)
      • Invoice Number: Student First Last Name, Student ID, "Scholarship"
      • Attach any backup documentation (award letter) AND screenshot of remittance address from the insitutions Bursar's Office (this is a new requirement from AP effective 08/24)
      • Choose supplier (institution), choose the correct address for remittance and follow through the request to fill out additional required fields
        • If a NEW Supplier (not in the system), please choose "SIR New Supplier Request" as the supplier in the SIR, and attach the supplier setup form to the SIR.
    • Scholarships for students attending an Ohio State campus:
      • All OSU student scholarships are handled internally
      • Sarah Williams williams.4263@osu.edu (and copy Pat Whittington.6@osu.edu until 12/31/25)
        • Provide the student's name, student's OSU ID, award amount and worktags.
        • Must use an endowment or gift fund either FD500 or FD510 with GFxxxxxx worktag