Setting Up a Favorite to PS chartfields in PeopleSoft Finance

PEOPLESOFT "HOW-TO" (Business Process Guide-BPG)

To:          PeopleSoft Users

From:       Pierre Igoa

Date:       July 16, 2007

Subject:   Setting Up a Favorite to PS chartfields in PeopleSoft Finance

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To simply setup a Favorite (or bookmark) to look-up chartfield codes for the following:

Account
Fund Code
Department
Program Code
Class Field
Project

...Follow these easy steps:

Using the left-hand menu (Fig. 2) or Main Menu (Fig. 1):

Choose - Setup Financials/Supply Chain >
Common Definitions > Design Chartfields
Define Values > Chartfield Values

Click "Add to Favorites"

This Favorite will be available under your "My Favorites" link

Figure 1

Figure 2