Selecting Accounting Tags in PeopleSoft Fluid User Interface

When creating transactions using the PeopleSoft Fluid User Interface, users who can determine the accounting distribution for the transaction can use Accounting Tags.

Page Name

Definition Name

Usage

Accounting Tag

ACCTG_TAG_SEL_SCF

Select how the existing accounting distributions are to be treated for the transaction line and how the new accounting distribution is to be distributed.

Accounting Tag - Accounting Tag List Page

ACCTG_TAG_SEL_SCF

Select the accounting tag.

Manage Favorites Page

TAG_FAV_SEL_SCF

Determine which accounting tags you want on your Favorites list.

Use the Accounting Tag page (ACCTG_TAG_SEL_SCF) to select how the existing accounting distributions are to be treated for the transaction line and how the new accounting distribution is to be distributed.

Image: Accounting Tag page

This example illustrates the fields and controls on the Accounting Tag page. You can find definitions for the fields and controls later on this page.

Accounting Tag page - Tablet

Field or Control

Definition

Existing Data

Select an option to Override or Append the new accounting distribution to the existing accounting distributions.

Distribute By

Select to distribute by Quantity or Amount.

Use the Accounting Tag - Accounting Tag List page (ACCTG_TAG_SEL_SCF) to select the accounting tag.

Image: Accounting Tag - Accounting Tag List page

This example illustrates the fields and controls on the Accounting Tag - Accounting Tag List page. You can find definitions for the fields and controls later on this page.

Accounting Tag - Accounting Tag List page

Field or Control

Definition

Select radio button

Select the accounting tag, which populates the transaction distribution with the ChartField information.

Options

Select to access the Accounting Tag page to select how the existing accounting distributions are to be treated for the transaction line and how the new accounting distribution is to be distributed.

Manage Favorites

Select to access the Manage Favorites page to determine which accounting tags you want on your Favorites list.

Use the Manage Favorites page (TAG_FAV_SEL_SCF) to determine which accounting tags you want on your Favorites list.

Image: Manage Favorites page

This example illustrates the fields and controls on the Manage Favorites page.

Manage Favorites page

The accounting tags displayed on this page (and the Accounting Tag List page) are determined by these factors:

  1. The specific product.

  2. The specific tag group (tag groups are associated using the Assign Tag Groups component)

  3. Tags that don’t have tag groups.

  4. The permission list assigned to user signed into the accounting tag component.

  5. The user ID signed into the accounting tag component.

  6. The security setting for all users.

  7. The filter options selected.