Prerequisites

Although it is best to initiate ChartField combination editing when you first begin to use the new system, you can put it in place at any time after implementation. Implementation prerequisites are:

  • General ledger and subsystem applications exist.

  • Summarization rules and reporting structure for ChartFields using PeopleSoft trees are in place.

    You must understand how to create and use PeopleSoft trees. Trees enable you to create combination edit rules that reference a range of ChartField values rather than static values.

    See also PeopleTools: Tree Manager.