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),enter your Business Unit (SetID)
and Department code.
Check “Include History” to view all the
events (Active, Inactive, Description
Changes) associated with a value.
Click the Search 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 2:
A list of defined values appears for your
department, including those values that are
currently inactive. Values that have not
been assigned descriptions will not be
listed.
Click on the Chartfield 1 value link to view
the history of the value as well as the
current information.
Step 3:
The history of the Chartfield 1 value is
displayed.
Use
Chartfield 1 values to meet departmental
reporting/tracking needs both within a cost
center and across cost centers.
