Setting Up Supporting Trees and ChartField Value Sets

Initially, determine the XBRL taxonomies and elements that are necessary to produce the items that make up your reports. To supply the monetary values that are to be reported, create PeopleSoft trees and ChartField value sets.

You might be able use existing trees and associated ChartField value sets that you previously created for the closing of the books for your reporting entity.

See Defining and Using ChartField Value Sets.

See PeopleTools Documentation: PeopleSoft Tree Manager