Defining SpeedCharts
To define SpeedCharts, use the SpeedChart component (SPEEDCHART).
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
SPEEDCHART |
Define SpeedChart codes for frequently used ChartField combinations to increase data input efficiency by reducing the number of keystrokes. |
|
|
REQ_SCHEDULE |
Specify multiple shipping schedules for each requisition line and define multiple distributions for each schedule. |
|
|
Maintain Requisitions - Distribution Page |
REQ_DISTRIB_DETAIL |
Enter distribution details for each requisition schedule. Define accounting distributions for each schedule. Assign internal delivery location, asset, project, and inventory information to distributions. |
|
Maintain Purchase Order - Schedules Maintain Purchase Order - Schedules Page |
PO_SCHEDULE |
Specify ship to locations, quantities, due dates, comments, sales and use tax amount, miscellaneous charges, price adjustments, and multiple distributions to purchase order schedules. |
|
Maintain Purchase Order - Distributions for Schedule 1 Page |
PO_SCHED_DISTRIB |
Define multiple distributions for a purchase order schedule. |
|
Maintain Purchase Order - Multiple SpeedCharts Page |
RUN_POSPCHARTS_OL |
Assign multiple SpeedCharts to a single purchase order schedule to create applicable distribution lines. |
SpeedCharts greatly increase data entry efficiency by reducing the number of keystrokes required to enter frequently used ChartField combinations. SpeedChart codes can be defined with multiple accounting distributions and are used by entering the SpeedChart code during data entry instead of the individual ChartField combinations.
The system automatically prorates accounting line amounts according to the proration percentages defined on the SpeedChart. You can define a skeleton SpeedChart where the total percentage is zero if you need to enter requisitions, purchase orders, or vouchers where the ChartField values are constant but the accounting line amounts vary.
For example, suppose that all departments in the organization use express mailing services, but the actual charge for any one department varies from month to month. In this case, a specific percentage does not apply to each distribution accounting line. When you use this type of SpeedChart, during data entry you supply the accounting line amounts. When needed, you can define SpeedCharts based on an item's unit of measurement weight rather than by percentage.
As another example, suppose that you set up a SpeedChart to define a distribution for equipment upgrade expenses so that each department is billed a percentage of the total amount. The system automatically prorates distribution line amounts according to the proration percentages defined on the SpeedChart. The distribution line with the largest amount receives any remainder caused by rounding the distributions. Once you set up the SpeedCharts, you can generate a report that displays information about the SpeedCharts.
It is important to understand the difference between PeopleSoft SpeedCharts and PeopleSoft SpeedTypes. PeopleSoft SpeedCharts enable you to group together and name an unlimited number of ChartField combinations, while PeopleSoft SpeedTypes enable you to assign a code to a single ChartField combination.
Vouchers, purchase orders, and requisitions use accounting information from the control hierarchy. This information is ignored when you use SpeedCharts.
Multiple SpeedChart functionality provides you with the ability to choose whether you want to override or append multiple SpeedCharts to existing ChartField values; existing single SpeedChart functionality always overwrites existing ChartField values. Use Multiple SpeedChart to automatically calculate distribution quantities, amounts, and percentages regardless of the selected distribution method; existing single SpeedChart functionality does not automatically calculate these values when distributing by quantity.
Use the SpeedChart page (SPEEDCHART) to define SpeedChart codes for frequently used ChartField combinations to increase data input efficiency by reducing the number of keystrokes.
Navigation:
Field or Control |
Description |
|---|---|
Total Percent |
Indicates the total of the proration percentages that you selected for the SpeedChart lines. |
Security Option
Field or Control |
Description |
|---|---|
Universal (All Users) |
Select to make a SpeedChart available to all users. |
One User |
Select to make a SpeedChart available to one user. When you select this option, enter a value in the adjacent field. |
Permission |
Select a permission level that users need to have to access the designated SpeedChart. When you select this option, enter a value in the adjacent field. |
Note: You must enter at least two ChartField distributions unless you use the Universal user, in which case you can enter a single ChartField distribution.
Definition
Field or Control |
Description |
|---|---|
Enter Percentages |
Select to distribute cost by a percentage of the total amount. When you select this option, enter a proration percent value for each SpeedChart line. |
Enter Weights |
Select to distribute cost by item unit of measurement weight. When you select this option, enter a proration weight value for each SpeedChart line. |
UOM (unit of measure) |
Select a unit of measurement for distributing cost by weight. |
Use the Maintain Requisitions - Distribution page (REQ_DISTRIB_DETAIL) to enter distribution details for each requisition schedule.
Define accounting distributions for each schedule. Assign internal delivery location, asset, project, and inventory information to distributions.
Navigation:
Click the Distribution button on the Maintain Requisitions - Schedule page.
Field or Control |
Description |
|---|---|
Open Qty (open quantity) |
If the Distribute by option is set to Qty, displays the quantity on the schedule available to be sourced to a purchase order. |
Open Amt (open amount) |
If the Distribute by option is set to Amt, displays the amount on the schedule available to be sourced to a purchase order. |
Multi-SpeedCharts |
Click to access the Multiple SpeedCharts page, where you can assign multiple SpeedCharts to a single requisition schedule. |
Use the Maintain Purchase Order - Multiple SpeedCharts page (RUN_POSPCHARTS_OL) to assign multiple SpeedCharts to a single purchase order schedule to create applicable distribution lines.
Navigation:
Click the Multi-SpeedCharts link on the Maintain Purchase Order - Distributions for Schedule 1 page.
Note: The field labels and values on this page adjust depending on the field value in the Distribute by field. If the field value is set to Quantity, fields reflect quantity-based values. If the field value is set to Amount, fields reflect amount-based values.
Field or Control |
Description |
|---|---|
Distribute by |
Displays according to the Distribute by option selected on the Distribution Information page. Values are: Quantity: If the requisition distribution is distributed by quantity and the distribution is associated with an inventory item with applicable rounding rules, the distributed quantity is rounded to whole numbers. The quantity in the last distribution line generated for the SpeedChart may be a decimal or a whole number. If the distribution is not associated with an inventory item with applicable rounding rules, the quantity may be distributed as decimals or whole numbers. Amount: If the requisition distribution is distributed by amount, the amount may be distributed as decimals or whole numbers. |
Req Qty (requisition quantity) |
If the Distribute by option is set to Quantity, displays the requisition schedule quantity. |
Amount |
If the Distribute by option is set to Amount, displays the requisition schedule amount. |
Remaining Amount |
If the Distribute by option is set to Amount, displays the requisition schedule amount remaining to be distributed. This value is the Amount value less the sum of distributed amounts on the Distribution Information page and Multiple SpeedCharts page. |
SpeedChart |
Enter a SpeedChart value. You cannot enter duplicate SpeedChart values on this page. |
Quantity to Distribute |
If the Distribute by option is set to Quantity, enter the quantity you want to distribute using the selected SpeedChart. |
Amount to Distribute |
If the Distribute by option is set to Amount, enter the amount you want to distribute using the selected SpeedChart. You can have the system automatically calculate SpeedChart distribution quantities and amounts, manually enter values, or use a combination of these options. If you do not specify an associated quantity or amount in the Quantity to Distribute or Amount to Distribute fields, the system populates distributions with ChartField values based on the selected SpeedChart and sets the distribution quantities, amounts, and percentages on the Distribution Information page to zero. You can enter the data manually. If you enter an associated quantity or amount, the system populates distributions with ChartFields values based on the selected SpeedChart and automatically calculates and populates the distribution quantities, amounts, and percentages on the Distribution Information page. When you enter a SpeedChart and an associated quantity or amount for distribution, the system validates the quantity or amount entered. You cannot select the Append process option and enter a quantity or amount that is greater than the original remaining quantity or amount for the schedule. You cannot select the Overwrite process option and enter a quantity or amount that is greater than the quantity or amount for the schedule. |
SpeedChart Process Options
Field or Control |
Description |
|---|---|
Append |
Select to have the SpeedChart selections added to existing distributions. If selected, you can enter a total Quantity to Distribute or Amount to Distribute value up to the original remaining quantity or amount. |
Overwrite |
Select to have the SpeedChart selections overwrite existing distributions. If selected, you can enter a total Quantity to Distribute or Amount to Distribute value up to the requisition schedule quantity or amount. |
Use the Maintain Purchase Order - Distributions for Schedule 1 page (PO_SCHED_DISTRIB) to define multiple distributions for a purchase order schedule.
Navigation:
Click the Distributions/ChartFields button on the Maintain Purchase Order - Schedules page.
Field or Control |
Description |
|---|---|
Multi-SpeedCharts |
Click to access the Multiple SpeedCharts page, where you can assign multiple SpeedCharts to a single purchase order schedule. |
Use the Maintain Purchase Order - Multiple SpeedCharts page (RUN_POSPCHARTS_OL) to assign multiple SpeedCharts to a single purchase order schedule to create applicable distribution lines.
Navigation:
Click the Multi-SpeedCharts link on the Maintain Purchase Order - Distributions for Schedule 1 page.
Note: The field labels and values on this page adjust depending on the field value in the Distribute by field. If the field value is set to Quantity, fields reflect quantity-based values. If the field value is set to Amount, fields reflect amount-based values.