Appendix: (USF) Using Federal Spending Regions

This chapter provides an overview of federal spending regions and discusses how to:

Click to jump to parent topicUnderstanding Federal Spending Regions

The Federal Government uses spending regions to track procure-to-pay activities by area or region. Spending regions are typically established by the procurement manager or accounts payable manager who is responsible for monitoring the procure-to-pay activities of the organization. Use the spending regions functionality to capture the appropriate region for both purchase order and voucher transactions. Spending regions are identified with a ChartField and its values are associated with a vendor's remit-to address.

Click to jump to parent topicDefining Federal Spending Regions

This section discusses how to define spending regions.

Click to jump to top of pageClick to jump to parent topicPage Used to Define Federal Spending Regions

Page Name

Definition Name

Navigation

Usage

Spending Region Install Option

SPNDNG_REG_INST

Set Up Financials/ Supply Chain, Product Related, Procurement Options, Federal Spending Region, Spending Region Installation, Spending Region Install Option

Establish the ChartField that is used to identify spending regions.

Click to jump to top of pageClick to jump to parent topicDefining Spending Regions

Access the Spending Region Install Option page (Set Up Financials/ Supply Chain, Product Related, Procurement Options, Federal Spending Region, Spending Region Installation, Spending Region Install Option).

Spending Region Chartfield

Spending Region

Select a valid ChartField as the spending region element.

Purchasing/Accts. Payable Edit (Purchasing and Accounts Payable Edits)

Determine how the system responds if a transaction uses a spending region value that is not associated with a given vendor. When edits and transactions are not valid, you receive a warning message.

No Edit

Select when an edit is not required. If you do not select a purchasing or accounts payable edit, the system uses this as the default value.

Required

Select if required to enter and match a spending region ChartField on the transaction.

Optional

Select to edit the spending region when the spending region ChartField is entered on a transaction.

Prohibited

Select if the spending region ChartField cannot be entered on a transaction.

Click to jump to parent topicUsing Spending Regions

This section discusses how to use spending regions.

Click to jump to top of pageClick to jump to parent topicPages Used to Use Spending Regions

Page Name

Definition Name

Navigation

Usage

Spending Region Definition

SPNDNG_REG_DEF

Set Up Financials/ Supply Chain, Product Related, Procurement Options, Federal Spending Region, Spending Region Definition

Capture spending by region for PeopleSoft Payables transactions.

Click to jump to top of pageClick to jump to parent topicUsing Spending Regions

Access the Spending Region Definition page (Set Up Financials/ Supply Chain, Product Related, Procurement Options, Federal Spending Region, Spending Region Definition). Select the country and state for the spending region.

SetID

Select one setID or multiple setIDs to establish a ChartField relationship for the given state.

ChartField Value

Select a ChartField value that was previously defined on the Spending Region Install Option page.