Defining Account Categories

This section provides an overview of account categories and discusses how to specify account categories.

Page Used to Define Account Categories

Page Name	Definition Name	Navigation	Usage
Account Category	BP_BUDGET_CATEGORY	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Define Parameters, then select Account Categories	Select an account tree and tree level to define an account category for viewing and reporting in line item activities.

Understanding Account Categories

Account categories are ranges or related categories of accounts that you group together in a tree for budgeting and inquiry purposes. Define account categories that facilitate line item budgeting and analysis. To define account categories, you need a tree because account categories use a single level on an account tree. To minimize tree maintenance, use the same account tree that defines the account dimension for your planning model.

A line item activity scenario can use the account categories that you define when setting up your planning model. During budget preparation, all budget users can work with and view line-item activity-scenario data by account groups by using the account category as a data filter. Defining and using account categories is optional for all line-item activity scenarios.

Account Category Page

Use the Account Category page (BP_BUDGET_CATEGORY) to select an account tree and tree level to define an account category for viewing and reporting in line item activities.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Define Parameters, then select Account Categories

Tree Name

Enter the name of an available tree that you want to associate with the budget category.

Note: Click the Lookup Tree Node icon to access the Tree Viewer page and view the selected tree. Modify the tree using PeopleSoft Tree Manager.

Level Name

Select to identify the level to capture the nodes on the tree that you define for the account category.

The tree structure specifies the hierarchy of accounts that are included in each account category. Tree definitions map specific account members to categories (or nodes). For example, if you have a tree node that includes accounts such as office supplies or facsimile and equipment repair, you can select that level to set up an account category for office maintenance.

See the product documentation for PeopleTools: PeopleSoft Tree Manager