PeopleSoft - 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.
    Screenshot of the Chartfield Values screen with the available options "Account", "Alternate Account", "Operating Unit", "Fund Code", "Department", "Program Code", "Class Field", "Budget Reference", "Product", "Event", "Book Code", "Adjustment Type", "Scenario" and "Statistics Code" displayed in a vertical list
  6. Click the Event Link.
    Screenshot of the Chartfield Event screen with fields for "Set ID" , "Event" and an Add button
  7. The ChartField screen appears. Click the Add a New Value tab
  8. Enter the name of the event in the Event field. It can be up to 10 alphanumeric characters. For example, enter the name “train5”
  9. Click the Add button.
    Screent shot of the Chartfield Values Event screen with fields for "Effective Date", "Status", "Description", "Short Description", "Budgetary Only", "Attributes", "Long Description" along with buttons for "Save", "Modify", "Add", "Update Display", "Include History" and "Correct History"
  10. Verify or update the Effective Date. A best practice is to update the date with the beginning of the current month.
  11. 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.
  12. Enter the Short Description, which is up to 10 alphanumeric characters (Ex: Conf 1).
  13. Click the Save button.
  14. If the effective date for the event is the current date or earlier, it will be active immediately in PeopleSoft.

End of Procedure.