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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 D02100 - Human Resource y D17100 - Department of Athletics y D06700 - Child Development Department y D06900 - 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 501102 – Instructional Related Activity Fee (Revenue accounts begin with a 5) y 660003 – Supplies & Services (Expenditure accounts begin with a 6) y 601300 – Support Staff Salaries (Salary accounts begin with 601) y 606001 – 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 T8509 660003 16101 (Art 006 Beginning Ceramics) 16107 (Art 038 Printmaking) 16110 (Art 106 Intermedt Ceramics) 16124 (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 T6300 660003 29704 Baseball 29707 Cross Country Track 29716 Soccer 29721 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 T6300 660003 29710 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 G1006 607006 STSV03 z FLDS01 - Soccer Stadium Project y D14308 G1006 607006 FLDS01


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