Setting Up Trees for DATA Act Reports

This topic discusses how to set up PeopleSoft Trees for DATA Act reports.

Page Name

Definition Name

Usage

Tree Manager Page

PSTREEMGR

Set up Account Rollup, Object Class, and Disaster Emergency Fund Code trees

For general information about trees in PeopleSoft, see the product documentation for PeopleTools: Tree Manager.

Use the Tree Manager page (PSTREEMGR) to set up Account Rollup, Object Class, and Disaster Emergency Fund Code trees.

Navigation:

Tree Manager > Tree Manager

Account Rollup Tree

The following example shows the Account Rollup Tree on the Tree Manager page. This tree translates GL accounts to the 6-digit USSGL account values required by Treasury. In addition, this tree specifies all accounts that are reportable.

Note: This tree is required even if your agency currently uses 6-digit General Ledger accounts.

This example illustrates the fields and controls on the Tree Manager page for the Account Rollup Tree.

 Account Rollup Tree in Tree Manager

Object Class Tree

This example shows a partial Object Class tree. Because the PeopleSoft ChartField designated for Object Class is Class (as defined on the Federal Object and Program Trees page), this tree is based on the Class ChartField. This tree translates Class into the appropriate Federal Object Class code for use on the bulk file and identifies which Object Classes are reportable.

Note: This tree is required even if no translation is necessary.

This example illustrates the fields and controls on the Tree Manager page for the Object Class Tree.

 Object Class Tree in Tree Manager

Disaster Emergency Fund Code Tree

This tree translates the values in the field defined for Disaster Emergency Fund Code.

This example illustrates the fields and controls on the Tree Manager page for the Disaster Emergency Fund Code Tree.

 Tree Manager - Disaster Emergency Fund Code