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PeopleSoft Basics

PeopleSoft Basics. Lunch and Learn Friday, February 22, 2013. PeopleSoft Basics. DEFINE . PeopleSoft. Account (5 digits) Example: 6 3 0 0 1 Consumable Non Office Supplies. Object Code (4 digits) Example: 1 4 0 2 Consumable Non Office Supplies. PeopleSoft Basics. DEFINE .

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PeopleSoft Basics

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  1. PeopleSoft Basics Lunch and Learn Friday, February 22, 2013

  2. PeopleSoft Basics DEFINE PeopleSoft Account (5 digits) Example: 63001 Consumable Non Office Supplies Object Code (4 digits) Example: 1402 Consumable Non Office Supplies

  3. PeopleSoft Basics DEFINE PeopleSoft Cost Center (8 digits) Example: 31001387 Financial Services Account1 (10 digits) Example: 1962100350 Financial Services 1 Budget Group + Budget Category

  4. PeopleSoft Basics DEFINE PeopleSoft Cost Center1 Fund Department Function N/A 1“Project” for Grants (26) and Capital Projects (36) Budget Group Fund Unit/Sub Unit NACUBO Element Budget Category (M&O, Travel, etc.) Chartfields Attributes

  5. PeopleSoft Basics ChartFields

  6. PeopleSoft Basics SpeedType(“SpeedChart” in some sub-modules)

  7. PeopleSoft Basics Upon entering the SpeedType1 the Fund, Department, Cost Center, and Function fields will be automatically populated. 1Coded the same as Cost Center

  8. PeopleSoft Basics ChartFields (PeopleSoft) • Shared (maintained by UT System) • Account • Fund Code • Function • Campus Specific (maintained by each Campus) • Department • Cost Center/Project

  9. PeopleSoft Basics PeopleSoft Coding Methodology Department • Six character code - numerical • First 3 numbers represent major division • Next 3 are sequentially numbered Example: 115 3 0 0 – Financial Services 115 4 0 0 – Human Resources 115 – Business Affairs (major division)

  10. 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: 31 0 0 1 3 8 7 31 = Designated Funds

  11. PeopleSoft Basics DEFINE PeopleSoft Debits (Credits) (Debits) Credits

  12. PeopleSoft Basics Questions?

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