Configuring ChartField Attributes and Accounts

This topic discusses how to configure ChartField attributes and associate an account.

Use the ChartField Attribute page (CF_ATTRIBUTES) to add or modify the ChartField attributes and attribute values as required by the U.S. Treasury.

The ChartField Attribute configuration page is used to establish attributes and their domain values. Once set up on this page, the attribute and value can be associated with the selected ChartField.

For more information about this page, see PeopleSoft Application Fundamentals documentation, “Defining and Using ChartFields,” Defining and Using Account Types and Attributes,

Navigation:

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Configure > Attributes > ChartField Attribute

This example illustrates the fields and controls on the ChartField Attribute page. You can find definitions for the fields and controls later on this page.

 ChartField Attribute page

Field or Control

Description

Field Name

Select the ChartField to which the attribute is assigned.

Attribute and Description

Enter the name of the attribute and a textual description.

Allow Multiple Values per Attr

Select if multiple values for the attribute are allowed for a unique ChartField value. This check box is deselected for most of the attributes.

ChartField Attribute Value and Description

Enter the domain values for the attribute as defined by Treasury and a description of the domain values.

The following table lists the ChartField attributes along with the domain values that must be set up for the Federal Object Class and Program Code Interface:

Attribute Name

ChartField

Domain Values

BEGIN_END

ACCOUNT

B - Beginning Balance

E - Ending Balance

Y -Both

REIMBURSE

FUND_CODE

D - Direct

R - Reimbursable

DEB_CRED

ACCOUNT

D - Debit

C - Credit

Note: These attributes can be shared with the GTAS attributes with the same name.

Use the Account - ChartField Attributes page (CF_ATTRIB_VALUES) to associate an account with ChartField attributes and attribute values.

Navigation:

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Configure > Attributes > ChartField Attribute.

Click the Attributes link on the Accounts page.

This example illustrates the fields and controls on the Account - Chartfield Attributes page. You can find definitions for the fields and controls later on this page.

 Account - Chartfield Attributes page

Field or Control

Description

ChartField Attribute

Select the name of the ChartField attribute set up in the previous step.

ChartField Attribute Value

Select an attribute domain value to be associated with the ChartField.