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 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.
See the product documentation for PeopleTools: PeopleSoft Tree Manager