Understanding ChartField Combination Editing

Use this optional feature to set and enforce criteria for filtering out unwanted journal entry lines to ledgers based on combinations of ChartFields and their values.

If you are using Commitment Control, you can also edit commitment control budget journals online separately from posting or during the batch posting processing as a part of the Budget Processor (FS_BP) Application Engine process, which edits and posts budget journal entries.

See PeopleSoft Commitment Control: Combination Editing for Budget and Budget Adjustment Journals.

See PeopleSoft Commitment Control: Using Combination Editing with Budget, Transfer, and Adjustment Journals.

You can implement ChartField combination editing by:

  • Setting up combination editing in the general ledger feeder applications as described in the application-specific product documentation.

  • Setting up general ledger journal editing to execute combination editing.

Note:

Combination editing does not apply to summary ledgers.

Note:

Combination editing does not support the publishing of detail project ChartFields to HCM since the source record is the COMBO_DATA_TBL, which does not include the detail project ChartFields. The only project ChartField that is published is PROJECT_ID.

If you activate combination editing for the detail ledger group in which transactions are processed and recorded, when you run the Journal Edit process, it also calls the ChartField combination editing process.

ChartField combination editing compares the ChartField combination to the definitions and rules governing ChartField combinations that you define. For example, when you assign what PeopleSoft calls the anchor ChartField a value, and then associate it with nonanchor ChartFields and their values, ChartField Combination Editing uses something like an if-then test to ensure that entries conform to the ChartField combination rules and definitions. ChartField combinations can be set up for valid or invalid conditions depending on which is more efficient at precluding unwanted entries.

The decisions as to how to implement ChartField combination editing and what types of underlying tables to use greatly affect the efficiency, speed, and the ease of maintenance.

This section discusses:

  • ChartFields, rules, and trees in combination editing.

  • Advantages of using various table types in combination editing.

  • Online and batch combination editing availability in PeopleSoft applications.

  • Combination editing by transaction source.

  • ChartField combination editing online.

  • ChartField combination editing in batch or background processing.

  • Retain detail values generated for master selector tables.

  • Online combination editing for applications outside the financials database using a Web service.

  • Combination editing in PeopleSoft Commitment Control.

  • Master selector tables.

  • ChartField combination editing templates.

  • Combination editing groups.

  • Various examples.