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CSU Chico Common Financial System Introduction to PeopleSoft Chartfields.

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Presentation on theme: "CSU Chico Common Financial System Introduction to PeopleSoft Chartfields."— Presentation transcript:

1 CSU Chico Common Financial System Introduction to PeopleSoft Chartfields

2 CSU Chico Common Financial System PeopleSoft Chartfields Chartfields: zDepartment z Fund z Account z Program z Class z Project

3 CSU Chico Common Financial System Department Chartfield z A required Chartfield for all transactions. z Identifies the campus department responsible for a transaction. z Every campus department is assigned at least one Department chartfield. z Commonly referred to as the DeptID.

4 CSU Chico Common Financial System PeopleSoft Department Examples z DeptID y D Human Resource y D Department of Athletics y D Child Development Department y D College of Business

5 CSU Chico Common Financial System Fund Chartfield z A required Chartfield for all transactions. z Identifies the source of funds. Example: y General Operating Fund y Continuing Education y Lottery y Trust

6 CSU Chico Common Financial System PeopleSoft Fund Examples z G1006General Operating Fund zC1181Continuing Education Expenditures z L3341Lottery Revenue z T6300Trust (Instructional Related Activities)

7 CSU Chico Common Financial System Account Chartfield z A required Chartfield for all transactions. z The function is to classify the transaction. Example: y Revenue y Supplies & Services y Salaries y Travel

8 CSU Chico Common Financial System PeopleSoft Account Examples z Account: y – Instructional Related Activity Fee (Revenue accounts begin with a 5) y – Supplies & Services (Expenditure accounts begin with a 6) y – Support Staff Salaries (Salary accounts begin with 601) y – Travel

9 CSU Chico Common Financial System The order of the Chartfield String is not always the same! FundDeptIDAccount DeptIDAccountFund AccountFundDeptID

10 CSU Chico Common Financial System Program Chartfield z Programs track activities crossing multiple fiscal years, with an infinite time span (on going programs). z Used to differentiate activities within a specific Fund and DeptID. Example: y Student Learning Fee y Instructional Related Activities y Department specific activities z May be a required Chartfield for specific Funds.

11 CSU Chico Common Financial System Program Chartfield Course Fees z The Program number differentiates the course. z Course Fee Programs begin with a 1. Art example: D10000 T (Art 006 Beginning Ceramics) (Art 038 Printmaking) (Art 106 Intermedt Ceramics) (Art 206 Advanced Ceramics)

12 CSU Chico Common Financial System Program Chartfield Instructional Related Activities z The Program number differentiates the activity. zIRA Program numbers begin with a 2 for athletics and a 3 for all other IRA activities. Athletics example: D17100 T Baseball Cross Country Track Soccer Volleyball

13 CSU Chico Program Chartfield Department Specific Activities z Miscellaneous department specific activities begin with a 5. z The two alpha characters are representative of the department. Example: 5HC01 – Pharmacy (Health Center) 5FM04 – FMS Carpentry Shop (Facilities Management) 5ME03 – Wind Turbine Design (Mechanical Engineering) Common Financial System

14 CSU Chico Common Financial System Class Chartfield z The Class chartfield provides added detail to a transaction. z Is not a required Chartfield. Example: y D17100 T HK001 (Athletics) (Inst Rel (Supplies & (Intramurals) (Hockey) Activity) Services

15 CSU Chico Common Financial System Project Chartfield z A Project tracks activities crossing multiple fiscal years, with finite time spans – i.e. Student Services Building. z Used for construction projects <=$5000. z Activities associated with this Chartfield may have more than one Department, Fund, and/or Account. z May be a required Chartfield for specific Funds.

16 CSU Chico Common Financial System Project Chartfield Examples z STSV03 – Student Services Building y D05600 G STSV03 z FLDS01 - Soccer Stadium Project y D14308 G FLDS01


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