SpeedCharts/SpeedTypes and Combo Edits. November 15, 2016

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1 SpeedCharts/SpeedTypes and Combo Edits November 15, 2016

2 Discussion Topics What are Combo Edits Common Error Message Crosswalk What are SpeedCharts and SpeedTypes Identifying SpeedCharts/SpeedTypes How to Select a SpeedChart/SpeedType Updating Personalizations

3 What are Combo Edits Combo Edits are system checks used to ensure the chartfield combinations entered in PeopleSoft for various transactions are valid. Combo editing compares the ChartField combinations to the valid Crosswalk values.

4 Common Error Message If a combination is not in the Crosswalk you will receive an error message informing you that the combination failed because of the FULLSTRING rule, which is the rule that uses the Crosswalk to determine valid combinations.

5 Crosswalk Navigation Path: Main Menu USC Conversion USC Chartfield Mapping USC Department/Fund Inquiry

6 What are SpeedCharts and SpeedTypes SpeedCharts and SpeedTypes are shortcut keys created for frequently used combinations of ChartFields available to all users. The following transactions will use SpeedCharts: Requisition Payment Request The following transactions will use SpeedTypes: Journal Budget Journal Deposit

7 Using SpeedCharts on a Requisition Navigation: Main Menu > eprocurement > Requisition

8 Using SpeedCharts on a Payment Request Navigation: Main Menu > Employee Self-Service > Payment Request Center

9 Using SpeedTypes on a Journal Navigation: Main Menu > General Ledger > Journals > Journal Entry > Create/Update Journal Entries

10 Using SpeedTypes on a Budget Journal Navigation: Main Menu > Commitment Control > Budget Journals > Enter Budget Journals

11 Using SpeedTypes on a Deposit Navigation: Main Menu > USC Enhancements > USC Regular Deposit

12 Identifying SpeedCharts/SpeedTypes There are three types of SpeedCharts/ SpeedTypes to choose from: A Type for Activity USCIP P Type for Project USCSP and USCCP D Type for Departmental A0001 Not every crosswalk combination has a SpeedChart/SpeedType. We have limited it to Internal Projects, Grants and Construction. For departments, we have limited it to A funds.

13 A-Type for Activity USCIP Includes Operating Unit Department Fund Class PC Business Unit Project Activity Does not Include Account Analysis Type *Product if applicable Note: *On a Purchase Requisition Account is determined by the Category. For all other transactions, key in the account. *Add Analysis type to Journals, Budget Journals, and Deposits only.

14 A-Type for Activity USCIP Example: A , the Chemistry/TANG Startup Project

15 P-Type for Project USCSP and USCCP Includes Operating Unit Department Fund Class PC Business Unit Project Activity Does not Include Account Analysis Type Note: *On a Purchase Requisition Account is determined by the Category. For all other transactions, key in the account. *Add Analysis type to Journals, Budget Journals, and Deposits only.

16 P-Type for Project/Analysis Type for USCSP and USCCP

17 P-Type for Project USCSP and USCCP Example: P , Ed Foundation Children's Center

18 D-Type for Departmental A0001 Includes Operating Unit Department Fund Class Does not Include Account Note: *On a Purchase Requisition Account is determined by the Category. For all other transactions, key in the account.

19 D-Type for Departmental A0001 Example: D130200A, the CHEMISTRY & BIOCHEMISTRY Department

20 How to Select for a SpeedChart Step 1 - Click the SpeedChart Lookup button.

21 How to Select for a SpeedChart Step 2 Enter A, P, or D in the SpeedChart Key field. Step 3 Click the Look Up button. Step 4 Select the SpeedChart you would like to use.

22 How to Select for a SpeedChart Notice the chartfields have been populated.

23 How to Select for a SpeedType Step 1 Enter A, P, or D in the SpeedType field. Step 2 Click the SpeedType Lookup button.

24 How to Select for a SpeedType Step 3 Select the SpeedType you would like to use. Step 4 Click the OK button.

25 How to Select for a SpeedType Step 5 Check to make sure this is the SpeedType you selected then click the OK button.

26 How to Select for a SpeedType Notice the chartfields have been populated. *Note: Be sure to add the Account and Analysis Type before moving on.

27 Updating Personalizations

28 Coming Soon! November 16 th - SpeedCharts/SpeedTypes Go Live! December 12 th - Updated Deposit Page Future Development of other Funds

29 Resources

30 Contact Information If you have any additional questions please use the Contact Us page to determine the appropriate department to your question.

31 QUESTIONS

32

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