ChartField Combination Edits

ChartField combination edits prevent errors in the combination of ChartFields that PeopleSoft Billing passes to the general ledger system. Enable combination edits on the Installation Options - Billing - Integration Options page by selecting Edit Chart of Acct Combinations. To enable validation of Combination Edits during bill entry, select Combo Edit Online check box. If the check box is not selected, then there will be no validation performed in Bill Entry. Select Combo Edit Batch check box to enable batch combo edits. Bills with inheritance enabled will be combo edited regardless of the value of the Combo Edit Batch check box when combo editing is turned on for the installation.

If you enable the combination edits feature and combo edit online, you must enter account combinations that are defined as valid combinations. The PeopleSoft Billing system validates the accounting entries against the predefined combination edit rules. If you enter an invalid ChartField combination, you cannot save the bill. If you use distribution codes for entering ChartField values, ensure that the ChartField values that are defined with the distribution codes satisfy the combination edit rules. Otherwise, the system generates an error and does not save the bill until you correct the ChartField information by entering a valid combination.

Note:

If you enable ChartField inheritance or ChartField balancing, the system performs combination edits during the Pre-Load process. ChartField inheritance is required when balancing is enabled and the ChartField being balanced must be inherited.