How to add new ChartField values – JOB AID AVAILABLE

posted Mar 17, 2014, 4:06 PM by Peyri Herrera   [ updated Mar 16, 2016, 1:31 PM ]
To add a new ChartField value, go to Main Menu > Set up Financials/Supply Chain > Common Definitions > Design ChartFields > Define Values > ChartField Values. Then follow the steps provided in Adding New ChartField Values v1.3.pdf (6 pp.). The way you add a ChartField varies based on the type of value you are adding.
  • If this is a new Resource, see p.3 of the job aid.
  • If this is a new Fund, Goal, or Function, see p.4.
  • If this is a new Object, see p.5.
  • If this is a new Site, see p.6.
For future reference, this new job aid is posted at http://crc.sdcoe.net/resources/peoplesoft/guides in the General Ledger section.

Q: When will I be able to use the new ChartFields that I add?
A: New Fund, Resource, Goal, Function, and Object values will be available after the ChartField security process runs. The process currently runs every day including weekends at 9:00 am, 12:00 pm, 3:00 pm, 6:00 pm, and 9:00 pm. Site and Operating Unit will be available to use immediately.

Q: What about the Master Dictionary?
A: If the value being entered is a brand new SACS Object, Sacs Resource, Goal, or Function, the value must have been entered into the Master Dictionary by the SDCOE’s Financial Accounting Department before it can be entered by a district.