Understanding PeopleSoft ChartField Configuration

Oracle's PeopleSoft applications deliver a full suite of commercial, education, and government functionality and supports it with a comprehensive set of ChartFields. However, you can use ChartField configuration to perform various modifications to these ChartFields to better serve your particular accounting model.

ChartField configuration involves the following major tasks:

• Analyzing your reporting requirements and determining the ChartFields needed to support them.

• Completing the Standard ChartField Configuration or, if necessary, the Advanced ChartField Configuration page.

• Running the ChartField Configuration process to apply your configurations to the system.

• Performing any manual tasks associated with your configurations.

• Performing product-specific analysis and ChartField configuration tasks, such as those for PeopleSoft Mobile Time and Expense.

This topic discusses:

• Checklist for a successful configuration.

• ChartField configuration and ChartField types.

• Project ChartFields.

• ChartField configuration scope and levels.

• ChartField reporting requirements analysis.

Note:

The following instructions assume a high level of competence in PeopleTools and use of Application Designer.

See the product documentation for PeopleTools: Application Designer Developer's Guide.