Using User-Defined Combination Data

The user-defined combination data feature in combination editing enables you to use your own prepopulated combination data table during the journal editing process. You enter the data by specifying valid ChartField combinations in the data table without using the combination rules. Journal edit validates journal lines against this table and does not consider any combination rules. If you want the Journal Edit process to consider the combination rules, you cannot use this option.

Note: If you use the user-defined combination data feature, you are fully responsible for maintaining the integrity of the data in the combination data table.

To use a user-defined combination table:

  1. Specify the combination table name in the Combo Data field on the Ledger Template - Record Definitions Page.

  2. Store the combination data in the combination table.

    PeopleSoft supports combination editing on any table that is in the system, but the table must conform to the same structure as the default table COMBO_DATA_TBL. You can use the default table (COMBO_DATA_TBL) or change to a table of any name having the same structure. You can also use several different tables, one for each ledger template.

  3. Create a combination definition with the ChartFields that are to be edited.

  4. Create a combination group by using the combination definition that is defined in step 2.

  5. Select the Combo Editing Option and click the User Defined check box on the ChartField Combination Editing Group page.

  6. Tie the combination group that is defined in step 3 to the appropriate ledger group on the Ledgers for A Unit page.

    Verify that the PROCESS_GROUP field on the combination table contains the name of the combination group that is defined in step 3.

  7. The COMBINATION field on the combination table must be populated with the same name as the PROCESS_GROUP field.