SpeedCharts/SpeedTypes andComboEdits

November15,2016

DiscussionTopics• WhatareComboEdits

• CommonErrorMessage

• Crosswalk

• WhatareSpeedCharts andSpeedTypes

• IdentifyingSpeedCharts/SpeedTypes

• HowtoSelectaSpeedChart/SpeedType

• UpdatingPersonalizations

WhatareComboEdits• ComboEditsaresystemchecksusedto

ensurethechartfield combinationsenteredinPeopleSoftforvarioustransactionsarevalid.

• ComboeditingcomparestheChartFieldcombinationstothevalidCrosswalkvalues.

CommonErrorMessage

• IfacombinationisnotintheCrosswalkyouwillreceiveanerrormessageinformingyouthatthecombinationfailedbecauseofthe“FULLSTRING”rule,whichistherulethatusestheCrosswalktodeterminevalidcombinations.

CrosswalkNavigationPath:MainMenu→USCConversion→USCChartfield Mapping→USCDepartment/FundInquiry

WhatareSpeedCharts andSpeedTypes

• SpeedCharts andSpeedTypes areshortcutkeyscreatedforfrequentlyusedcombinationsofChartFields availabletoallusers.

• ThefollowingtransactionswilluseSpeedCharts:– Requisition– PaymentRequest

• ThefollowingtransactionswilluseSpeedTypes:– Journal– BudgetJournal– Deposit

UsingSpeedCharts onaRequisition

Navigation:MainMenu>eProcurement>Requisition

UsingSpeedCharts onaPaymentRequest

Navigation:MainMenu>EmployeeSelf-Service>PaymentRequestCenter

UsingSpeedTypes onaJournalNavigation:MainMenu>GeneralLedger>Journals>Journal

Entry>Create/UpdateJournalEntries

UsingSpeedTypes onaBudgetJournal

Navigation:MainMenu>CommitmentControl>BudgetJournals>EnterBudgetJournals

UsingSpeedTypes onaDepositNavigation:MainMenu>USCEnhancements>USCRegular

Deposit

IdentifyingSpeedCharts/SpeedTypes• TherearethreetypesofSpeedCharts/

SpeedTypes tochoosefrom:– ATypeforActivityUSCIP– PTypeforProjectUSCSPandUSCCP– DTypeforDepartmentalA0001

• NoteverycrosswalkcombinationhasaSpeedChart/SpeedType.WehavelimitedittoInternalProjects,GrantsandConstruction.

• Fordepartments,wehavelimitedittoAfunds.

A-TypeforActivityUSCIP

Includes Does notInclude

OperatingUnitDepartmentFundClassPC BusinessUnitProjectActivity

*Productifapplicable

AccountAnalysis Type

Note:*OnaPurchaseRequisitionAccountisdeterminedbytheCategory.Forallothertransactions,keyintheaccount.*AddAnalysistypetoJournals,BudgetJournals,andDepositsonly.

A-TypeforActivityUSCIPExample:A100010001,theChemistry/TANGStartupProject

P-TypeforProjectUSCSPandUSCCP

Includes Does notIncludeOperatingUnitDepartmentFundClassPCBusiness UnitProjectActivity

AccountAnalysis Type

Note:*OnaPurchaseRequisitionAccountisdeterminedbytheCategory.Forallothertransactions,keyintheaccount.*AddAnalysistypetoJournals,BudgetJournals,andDepositsonly.

P-TypeforProject/AnalysisTypeforUSCSPandUSCCP

P-TypeforProjectUSCSPandUSCCP

Example:P10001104,EdFoundationChildren'sCenter

D-TypeforDepartmentalA0001

Includes Does notInclude

OperatingUnitDepartmentFundClass

Account

Note:*OnaPurchaseRequisitionAccountisdeterminedbytheCategory.Forallothertransactions,keyintheaccount.

D-TypeforDepartmentalA0001Example:D130200A,theCHEMISTRY&BIOCHEMISTRYDepartment

HowtoSelectforaSpeedChart

Step1- ClicktheSpeedChart Lookupbutton.

HowtoSelectforaSpeedChart

Step2– EnterA,P,orDintheSpeedChart Keyfield.

Step3– ClicktheLookUpbutton.

Step4– SelecttheSpeedChart youwouldliketouse.

HowtoSelectforaSpeedChart

Noticethechartfields havebeenpopulated.

HowtoSelectforaSpeedType

Step1– EnterA,P,orDintheSpeedType field.

Step2– ClicktheSpeedType Lookupbutton.

HowtoSelectforaSpeedType

Step3– SelecttheSpeedType youwouldliketouse.

Step4– ClicktheOKbutton.

HowtoSelectforaSpeedType

Step5– ChecktomakesurethisistheSpeedType youselectedthenclicktheOKbutton.

HowtoSelectforaSpeedType

Noticethechartfields havebeenpopulated.

*Note:BesuretoaddtheAccountandAnalysisTypebeforemovingon.

UpdatingPersonalizations

ComingSoon!

• November16th -SpeedCharts/SpeedTypes GoLive!

• December12th - UpdatedDepositPage

• FutureDevelopmentofotherFunds

Resources

ContactInformation

• IfyouhaveanyadditionalquestionspleaseusetheContactUspagetodeterminetheappropriatedepartmenttoemailyourquestion.

QUESTIONS