OMES is upgrading PeopleSoft Financials to version PUM 53. This update will be implemented on Monday, April 20. A systemwide code freeze began on April 6, pausing any new system modifications or design changes until the upgrade is complete.

Note: PeopleSoft will be offline for maintenance starting at 5 p.m. on Friday, April 17, and will remain unavailable through the weekend. 

Training opportunity

To help users navigate the new features and interface of PUM 53, the CAR team will host a live demonstration session.

• TODAY, Monday, April 13, from 1-3 p.m.
• Enroll on Workday@OK. 

If you have any questions regarding the upgrade, please submit a Service Desk ticket. To review the full announcement, select the link below.

Original notice of PUM53 upgrade

OMES Central Accounting and Reporting (CAR) hosts an ongoing series of 30-minute virtual training sessions for state finance personnel. Select the links below to register for the upcoming sessions.

• April 16: Encumbrance Corrections
• May 11: GAAP Package Overview

Need a refresher? Select the links below to review past sessions.

• March 11: Payroll Funding Corrections
• Jan. 15: Warrant Replacements
• Nov. 6: Accounts Receivable Regular Deposits

Concur no longer allows agencies to book roundtrip flights from different airlines. When booking roundtrip airfare, the departure and return flights must be the most logical, cost-effective option from the same airline. To book departure and return flights from different airlines, agencies can book separate one-way tickets instead of roundtrip tickets.

Per 68 O.S. § 263, if an agency has a voucher payable to a supplier with an active tax warrant that has been in place for more than 30 days, the agency can assign the payment to the Oklahoma Tax Commission to satisfy the tax warrant.

Email taxwarrants@tax.ok.gov to obtain a Vendor Owes letter for each payment before assigning the payment to the Tax Commission. Follow the instructions on the letter to assign the payment to the Tax Commission.

The Tax Commission can verify the tax warrant and amount, preventing agencies from paying for inactive tax warrants or exceeding the tax warrant. 

When an agency runs their voucher build process and vouchers fail to build, the vouchers remain in the voucher staging tables with errors. The OMES Transaction Processing team can edit the voucher in the staging table and restage the voucher to build.

OMES will monitor vouchers in the staging tables with build errors and notify agencies each week of these vouchers. Agencies should review the voucher information and determine if the staged voucher should be corrected or deleted. OMES staff will make any necessary updates, and agency staff will need to run the voucher build process again to either build or delete the voucher.

To add a deduction recipient on withholding orders, agencies can use the View Deduction Recipient function within Workday@OK.

Learn more

Agencies must notify HCM Central Payroll of any items that will affect the Oklahoma centralized child support payment, including refunds to employees for amounts withheld in error and reversals of payroll warrants.

Learn more

Certain types of earnings, such as annual leave payout, are eligible for deferral to SoonerSave. Others, such as severance payments, do not qualify. Changes in deferral amounts must be submitted to and approved by the SoonerSave administrator.

Learn more

Agencies should now run the Miscellaneous 1099 Tax Information Report to review transactions from January-March. The report is available in PeopleSoft Financials at Accounts Payable > Reports > Payments > Misc Tax Information Report.

Agencies should review the following items:

• Name and tax ID number (TIN): These must match the information on the supplier's W-9, which designates the name and TIN the supplier uses to report their taxes to the IRS, state Tax Commission and Secretary of State.
  • If the information does not match, please request an updated W-9 from the supplier.
• 1099 flag: Y means the supplier should receive a 1099. N means the supplier should not receive a 1099. A supplier does not need a 1099 if it is registered as a corporation, nonproft or government entity. The exception is when the payment is for legal or medical services. In most cases, state employees should have an N 1099 flag. All other nonexempt suppliers should have a Y 1099 flag.
  • If there are any questions about a supplier's 1099 status, please request an updated W-9 from the supplier and send a copy to OMES Central Purchasing to update the supplier profile.
• Address 1: This is the supplier's official address reported to the IRS and the designated address for 1099 reporting. If the supplier has an N 1099 flag, any new addresses provided will be added as a different location, but Address 1 will not change.
  • If Address 1 should be different, please submit a change request to OMES Central Purchasing and attached an updated W-9 from the supplier.
• Vouchers: Review all vouchers processed for each supplier to ensure the correct amount and accounting code are listed for the proper vendor.
  • Make any voucher corrections at the agency level. 

Note: This does not apply to Higher Ed Institutions, which will process their own 1099 reporting.

All 1099 corrections for calendar year 2025 and previous years must be submitted as soon as possible so that OMES can report the corrections to the IRS. This includes payments reported on 1099NEC, 1099MISC, 1099INT, 1099DIV, 1099B, 1099F and 1099G. This also includes any 1099 that was not originally produced and now must be issued to the supplier.

If you have any 1099s that are returned by the supplier requiring changes, please submit those changes to OMES, and include the original 1099 and any supporting documentation. If you have questions, please email Alicia Reel or call 405-522-1099.

Note: This does not apply to Higher Ed Institutions, which will process their own 1099 reporting.

All 1099 corrections for calendar year 2025 and previous years must be submitted as soon as possible so that OMES can report the corrections to the IRS. This includes payments reported on 1099NEC, 1099MISC, 1099INT, 1099DIV, 1099B, 1099F and 1099G. This also includes any 1099 that was not originally produced and now must be issued to the supplier.

If you have any 1099s that are returned by the supplier requiring changes, please submit those changes to OMES, and include the original 1099 and any supporting documentation. If you have questions, please email Alicia Reel or call 405-522-1099.

Note: This does not apply to Higher Ed Institutions, which will process their own 1099 reporting.

Lunch and learn: Creating a Culture of Engagement

•  April 17: 11:30 a.m. to 1 p.m.
•  Learn more.

Spring 2026 Professional Development Training

• May 29: 8 a.m. to 4 p.m.
• Learn more.

Pitfalls and Opportunities related to Payroll Processing for 401(k)/403(b) Plans

• April 17: noon to 1:15 p.m.
• Learn more.

In-person workshop

• May 15: 8 a.m. to noon.
• Learn more.

• Live training on Microsoft Teams.
• For more information, please contact Jean Hayes at 405-522-6300 or payrollreporting@omes.ok.gov.

Agencies with employees enrolled in the Teachers' Retirement System are encouraged to attend the webinars to learn about portal changes and upcoming changes to reporting requirements. To register, please visit their website.

• April 15
• June 17
• Aug. 18
• Oct. 21

Calculating Paychecks (four-part series)

• Sept 3, 4, 10 and 11: noon to 1:30 p.m.
• Learn more.

• Live training via Microsoft Teams available by request.
• To request training, call 405-522-6300 or email OMES Central Payroll.

• Multiple webinars and on-demand videos available.
• Learn more.

• Live training presented by Fred Pryor Seminars.
• Learn more.