Defining and Using SpeedTypes
To define and use speed types, use the SpeedTypes component (SPEEDTYPE).
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
SPEEDTYPE |
Define the ChartField value combination that you want the system to enter into the journal automatically when you select the Speed Type key. |
|
|
SPEEDTYPE_DELETE |
Select to delete one or more existing SpeedTypes at once. |
You often have common transactions in which you must enter the same combination of ChartField values repeatedly. By creating shortcut keys called SpeedTypes for these frequently used combinations of ChartFields, you can greatly increase journal entry efficiency and reduce errors.
Assume that you regularly post sales of a certain product to a specific revenue account. Each time that you create a journal entry that describes this transaction, you enter the same product code, department ID, and account number. Using a SpeedType that you define, you can type in the SpeedType code or one or more leading characters of the SpeedType code, click the drop down menu and quickly select the code form a list that appears to automatically enter all three ChartField values. For example, if SREV is the Speed Type you created for the entry described above, you can type in SREV or just enter S or SR to narrow the number of SpeedTypes that are available on the SpeedType List page that appears when you click the drop down menu for the Speed Type field.
Use the SpeedType page (SPEEDTYPE) to define the ChartField value combination that you want the system to enter into the journal automatically when you select the Speed Type key.
Navigation:
This example illustrates the fields and controls on the SpeedType page. You can find definitions for the fields and controls later on this page.
The SpeedType page lists all the ChartFields defined for your system. You can specify any combination of the ChartField values to fully define your SpeedType.
Note: The detail Project Costing ChartFields are available if you have Project Costing installed. If not, only the Project ChartField is available.
Warning! If you have not licensed PeopleSoft Project Costing, Expenses, Resource Management, or Services Procurement and you see the following ChartFields: PC Business Unit, Activity, Source Type, Category, or Subcategory on pages, deselect the check boxes for these products on the Installation Options - Products page and run ChartField configuration to inactivate the ChartFields because they are specific to these products.
If you have not licensed Project Costing but have licensed Expenses, Resource Management, or Services Procurement and you still see Source Type, Category, or Subcategory on pages, deselect the check boxes for the unlicensed products on the Installation Options - Products page and run ChartField configuration to inactivate these ChartFields because they are specific to Project Costing. ChartFields that are not necessary can cause performance and other processing problems when they are allowed to remain active.
Field or Control |
Description |
|---|---|
SpeedType Key |
Enter a description that identifies your SpeedType key. |
Type of SpeedType |
Select to restrict the key to a particular user or permission list. Values are:
|
Currency Code |
It is not necessary to select a value because the value defaults to the currency of the ledger. If you do specify a currency and you use the SpeedType in a journal for a ledger that has a different currency, the system does not use the Speed Type currency for the foreign currency in the journal line. |
Note: The Publish Data check box is used if you want to send the ChartField values of the new or updated SpeedType to PeopleSoft HCM, which uses the values to update the Account Code (ACCT_CD_TBL) table. The check box is only available if the SpeedType is a One User Speed Type; and the HCM installation option is selected.
If the Publish Data check box is visible but unavailable on the SpeedType page, it indicates that the message object, HR_CHARTFIELD_COMBO_SYNC, is not activated. When the Publish Data check box is available, its default is not selected. The option is not part of the SpeedType data and is not saved with your SpeedType definition.
Note: The published data content includes detail project ChartField values, as the data source is the SpeedType record (SPEEDTYP_TBL).
Use the SpeedType Delete page (SPEEDTYPE_DELETE) to delete one or more existing SpeedType at once.
Navigation:
This example illustrates the fields and controls on the SpeedType Delete page. You can find definitions for the fields and controls later on this page.
Select and delete one or more existing SpeedTypes in one action using the SpeedType Delete page. Situations that may warrant multiple SpeedTypes be deleted at once are account inactivation, user inactivation, or ChartField relationships that are no longer valid within the organization.
Search for the SpeedTypes that you want to delete. You must enter a SetID. If you want a complete listing of the SpeedTypes within a SetID, leave the Type of SpeedType, Field Name, Selection Criteria and Value fields blank. Otherwise, enter values in these fields to narrow your search and click the Search button to retrieve the SpeedTypes. From the result set, select those SpeedTypes that you want to delete, or click the Mark All button if you want to delete them all and click the Delete link.