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Creating an Event ChartField

Creating an Event ChartField

Creating an Event ChartField

Concept

This business process explains how to create an Event ChartField.

Procedure

The Event ChartField can be created to represent a particular program, event, or conference to track expenditures and/or revenues. This is an optional ChartField.

  1. From the Main Menu, click the Set Up Financials/Supply Chain link.
  2. Click the Common Definitions link.
  3. Click the Design ChartFields link.
  4. Click the Define Values link.
  5. Click on ChartField Values link.

  1. Click the Event Link.

 

  1. The ChartField screen appears.
    Click the Add a New Value tab
  2. Enter the name of the event in the Event field. It can be up to 10 alphanumeric characters. For example, enter the name “train5”
  3. Click the Add button.

    1. Verify or update the Effective Date. A best practice is to update the date with the beginning of the current month.
    2. The event screen appears. Enter the name of the Event in the Description field, up to 30 characters (Ex: “Tracking of Conf attendees”). Please note: Be as specific as possible when naming an event. This will be helpful to you later when finding your event.
    3. Enter the Short Description, which is up to 10 alphanumeric characters (Ex: Conf 1).
    4. Click the Save button.
    5. If the effective date for the event is the current date or earlier, it will be active immediately in PeopleSoft.

End of Procedure.