Delivered ChartFields
PeopleSoft delivers the following ChartFields:
| Label Long Name | Label Short Name | ChartField Name (Field Length) | Component Name and Component Interface | Description |
|---|---|---|---|---|
|
Account |
Account |
ACCOUNT (10) |
Component: GL_ACCOUNT Component Interface: ACCOUNT_CF |
Classifies the nature of a transaction. This field is required. Use it for corporate accounts. |
|
Alternate Account |
Alt Acct |
ALTACCT (10) |
Component: ALTACCT Component Interface: ALTACCT_CF |
Classifies the nature of a transaction for regulatory authorities. Use it for statutory accounting. |
|
Operating Unit |
Oper Unit |
OPERATING_UNIT (8) |
Component: OPERATING_UNIT Component Interface: OPER_UNIT_CF |
Can be used to indicate a location, such as a distribution warehouse or a sales center. |
|
Fund Code |
Fund |
FUND_CODE (5) |
Component: FUND_DEFINITION Component Interface: FUND_CF |
The primary structural units of Education and Government accounting. |
|
Department |
Dept |
DEPTID (10) |
Component: DEPARTMENT Component Interface: DEPT_CF |
Tracks information according to a divisional breakdown of your organization. Can be used to indicate who is responsible for or affected by a transaction. |
|
Program Code |
Program |
PROGRAM_CODE (5) |
Component: PROGRAM_DEFINITION Component Interface: PROGRAM_CF |
Tracks revenue and expenditures for programs within or across your organizations. Can be used to identify groups of related activities, cost centers, revenue centers, responsibility centers and academic programs. |
|
Class Field |
Class |
CLASS_FLD (5) |
Component: CLASS_PNL Component Interface: CLASS_CF |
Can be used to identify specific appropriations. |
|
Budget Reference |
Bud Ref |
BUDGET_REF (8) |
Component: BUDREF_PNL Component Interface: BUDGET_REF_CF |
Use to identify unique budgets, when individual budgets share budget keys and overlapping budget periods. |
|
Product |
Product |
PRODUCT (6) |
Component: PRODUCT Component Interface: PRODUCT_CF |
Captures additional information useful for profitability and cash flow analysis by product sold or manufactured. |
|
PC Business Unit (project costing business unit) |
PC Bus Unit |
BUSINESS_UNIT_PC (5) |
Component: PC_BU_DEFN Component: PC_BUS_UNIT_OPT Component Interface: PROJECT_BU_OPTIONS |
Use as an operational subset of an organization to organize project activity independently of the constraints of the standard accounting procedures for the financial posting and reporting of the organization. You create PC Business Units on the Project Costing Definition page. |
|
Project ID/Grant |
Project |
PROJECT_ID (15) |
Component: PROJECT Component Interface: PROJECT_CF |
Captures additional information useful for grant and project accounting. The Project ChartField does not have effective dating. |
|
Activity |
Activity |
ACTIVITY_ID (15) |
Component: FS_ACTIVITY_TBL Component Interface: PC_STD_ACT_INTFC |
Activities are the specific tasks that make up a project. You create activities on the Project Activities page or the Activity Details page. |
|
Source Type |
Source Type |
RESOURCE_TYPE (5) |
Component: PROJ_RES_TYPE Component Interface: PC_RES_TYPE_INTFC |
Source types identify the purpose or origin of a transaction. For example, you might create a source type of Labor to track total labor costs in a project. |
|
Category |
Category |
RESOURCE_CATEGORY (5) |
Component: PROJ_CATG_DEFN Component Interface: PC_CATG_DEFN_INTFC |
Use categories to further define source types. Although defining categories and subcategories is optional, using them provides greater flexibility and granularity for tracking and analyzing costs. |
|
Subcategory |
Subcategory |
RESOURCE_SUB_CAT (5) |
Component: PROJ_SUBCAT_DEFN Component Interface: PC_SUBCAT_DEFN_INTFC |
Use subcategories to further define categories. |
|
ChartField 1 |
N/A |
CHARTFIELD1 (10) |
Component: CHARTFIELD1 Component Interface: CHARTFIELD1 |
Generic expansion ChartField is delivered Inactive. It can be configured for use, hidden, or deleted |
|
ChartField 2 |
N/A |
CHARTFIELD2 (10) |
Component: CHARTFIELD2 Component Interface: CHARTFIELD2 |
Generic expansion ChartField is delivered Inactive. It can be configured for use, hidden or deleted |
|
ChartField 3 |
N/A |
CHARTFIELD3 (10) |
Component: CHARTFIELD3 Component Interface: CHARTFIELD3 |
Generic expansion ChartField is delivered Inactive. It can be configured for use, hidden or deleted |
|
Affiliate |
Affiliate |
AFFILIATE (5) |
N/A |
Used to map transactions between Business units when using a single interunit account. |
|
Fund Affiliate |
Fund Affil |
AFFILIATE_INTRA1 (10) |
N/A |
Use to correlate transactions between Funds when using a single intraunit account. |
|
Operating Unit Affiliate |
Oper Unit Affil |
AFFILIATE_INTRA2 (10) |
N/A |
Use to correlate transactions between Operating Units when using a single intraunit account. |
|
Scenario |
Scenario |
BD_SCENARIO (10) |
Component: BD_SCENARIO Component Interface: BUDGET_SCENARIO |
Identifies different budget iterations that use different assumptions. |
|
Book Code |
Book Code |
BOOK_CODE (4) |
N/A |
Identifies subsets of ledger rows to segregate and maintain in the same ledger various accounting, recording and reporting requirements for transactions in different accounting environments. |
|
Adjustment Type |
Adjustment |
GL_ADJUST_TYPE (4) |
N/A |
Use to define Adjustment Types associated with varying accounting treatments of prior period adjustments. |
|
Statistics Code |
Stat. Cd. |
STATISTICS_TBL |
Component: STATISTICS_TBL Component Interface: STATISTICS_CODE |
Use to define statistical data such as number of units. |
PeopleSoft Project Costing ChartFields are further described in the product documentation for PeopleSoft FSCM: Project Costing.
Business unit is not considered a ChartField.
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.
See Using Standard ChartField Configuration.
See PeopleSoft Project Costing: Understanding Project-Related Control Data.