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

2. PeopleSoft Basics DEFINE Object Code (4 digits) Example: 1 4 0 2 Consumable Non Office Supplies PeopleSoft Account (5 digits) Example: 6 3 0 0 1 Consumable Non Office Supplies 2

3. PeopleSoft Basics DEFINE Account 1 (10 digits) Example: 1 9 6 2 1 0 0 3 5 0 Financial Services 1 Budget Group + Budget Category PeopleSoft Cost Center (8 digits) Example: 3 1 0 0 1 3 8 7 Financial Services 3

4. 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

5. PeopleSoft Basics ChartFields 5

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

7. 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

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

9. 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

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

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

12. PeopleSoft Basics Questions? 12