Chartfield - PowerPoint PPT Presentation


Understanding Chartfield and Fund ID Codes for Accounting Transactions

Explore the detailed guidelines on building a chartfield string and identifying fund sources using specific codes. Learn how operating units and funding types are distinguished within the accounting system for effective financial management.

0 views • 27 slides


Understanding Chartfield Strings in University Financial Management

Chartfield strings play a crucial role in organizing university financial data to track revenue and expenses effectively. They consist of various components like business unit, fund, department, program code, and more, each serving a specific identification purpose. By utilizing chartfield strings,

0 views • 10 slides



Understanding Allocations in Financial Management

Allocations are used to distribute monetary or statistical amounts across various funds, departments, products, or ChartField defined in PeopleSoft General Ledger. The process involves defining allocation types, pools, bases, targets, and offset entries. Different allocation types such as Copy, Spre

0 views • 12 slides