PeopleSoft Basics Lunch and Learn Friday, February 22, 2013

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

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

PeopleSoft Basics DEFINE Budget Group Fund Unit/Sub Unit NACUBO Element Budget Category (M&O, Travel, etc.) PeopleSoft Cost Center 1 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 SpeedType 1 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: – Financial Services – 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: = Designated Funds 10

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

PeopleSoft Basics Questions? 12