PeopleSoft Basics
Lunch and Learn
Friday, February 22, 2013
PeopleSoft Basics
DEFINE
PeopleSoft
Object Code
Account
(4 digits)
(5 digits)
Example:
Example:
1402
Consumable Non Office Supplies
63001
Consumable Non Office Supplies
2
PeopleSoft Basics
DEFINE
PeopleSoft
Account1
Cost Center
(10 digits)
(8 digits)
Example:
Example:
1962100350
Financial Services
31001387
Financial Services
1 Budget
Group + Budget Category
3
PeopleSoft Basics
DEFINE
Budget Group
Fund
Unit/Sub Unit
NACUBO Element
Budget Category
A
t
t
r
i
b
u
t
e
s
PeopleSoft
C
h
a
r
t
f
i
e
l
d
s
(M&O, Travel, etc.)
1
Cost Center
Fund
Department
Function
N/A
1
“Project” for Grants (26) and Capital Projects (36)
4
PeopleSoft Basics
ChartFields
5
PeopleSoft Basics
SpeedType
(“SpeedChart” in some sub-modules)
6
PeopleSoft Basics
Upon entering the SpeedType1 the Fund, Department, Cost Center, and
Function fields will be automatically populated.
1
Coded the same as Cost Center
7
PeopleSoft Basics
ChartFields (PeopleSoft)
Shared (maintained by UT System)
• Account
• Fund Code
• Function
Campus Specific (maintained by each Campus)
• Department
• Cost Center/Project
8
PeopleSoft Basics
PeopleSoft Coding Methodology
Department
• Six character code - numerical
• First 3 numbers represent major division
• Next 3 are sequentially numbered
Example: 1 1 5 3 0 0 – Financial Services
1 1 5 4 0 0 – Human Resources
115 – Business Affairs (major division)
9
PeopleSoft Basics
PeopleSoft Coding Methodology
Cost Center
• Eight character code - numerical
• First 2 numbers represent the major fund group
• Next 6 are sequentially numbered
Example: 3 1 0 0 1 3 8 7
31 = Designated Funds
10
PeopleSoft Basics
DEFINE
PeopleSoft
(Debits)
Credits
Debits
(Credits)
11
PeopleSoft Basics
Questions?
12