Use
Chartfield 1 values to meet departmental
reporting/tracking needs both within a cost
center and across cost centers.
Values are organized in a series of 5
alphanumeric characters. All characters must
be used (i.e. 00001. The department has the
ability to define what those values will
signify in terms of financial transactions
for their department.
The Chartfield 1 field can be populated on
Requisitions, POs, Vouchers and Journals in
order to classify those transactions
according to the desired categories.
Chartfield 1 values will not be used for
combination editing or budget checking
purposes.
Following are the instructions on how to
define Chartfield 1 values for your
department.
INSTRUCTIONS
Step 1:
After selecting Chartfield 1 Maint (see
above path), click on the Add a New Value
tab.
Step 2:
Enter your Business Unit (SetID), your
Department ID, and the Chartfield 1 value
you wish to define.
Click the Add button.
Hint:
Use the prompt button to view a list of
valid values.
Use the drop-down to select the desired
operator value. Operators allow you to
search on limited amounts of information,
such as the first digits of a department
code.
Step 3:
The Chartfield 1 definition page is
displayed. The Effective Date defaults to
the current date and the Status as of
Effective Date defaults to Active. You may
change the defaults if desired. Enter the
desired Description and Short Description.
Click on the Save button to secure the new
value. The word Saved will flash in the
upper right-hand corner of the screen then
disappear.
Step 4:
Click on the Update/Display button to
conduct a search for the newly defined
value.
Enter your Business Unit and Department ID
then click the Search button.
Step 5
The newly defined value appears. Click on
the value to view the details.
Use
Chartfield 1 values to meet departmental
reporting/tracking needs both within a cost
center and across cost centers.
