UD Financials: Data & Terminology
Translating Old Account Codes to New Chartfields
The old familiar account codes (eg. 01-1-74-4710-00-410-000) were
segments that indicated the Fund, Type, Revenue Source or Expense
Function, Budget Unit, Project, Object Code, and Line Number. PeopleSoft
stores similar data to characterize and identify each transaction in what
it calls "Chartfields". These are Key fields which collectively form a
"Chartstring". For most purposes, users will be concerned with just 3
chartfields, the specification of which will be automatically related to
subordinate chartfields by default:
For a piece by piece comparison of old UD Account Code segments with new
PeopleSoft Chartfields (with examples), see the
Conventions for Conversion of UD Account Codes to PeopleSoft
- Mirrors the old 11-digit account code. A department or administrative
unit typically has multiple functional purposes that are budgeted
separately, and within which categories their revenues and expenses are
- "Account" in PeopleSoft terminology mirrors the old "Object Code". It
categorizes a transaction as to the kind of thing that is being bought or
that is creating revenue.
- In most cases, mirrors the old "Salary Line" number, and is only
salary budget/expense transactions
Chart of Accounts
Tables are available that specify the values to
be used for each UD Financial chartfield. These
Charts of Accounts
are works in progress. If you find omissions or inconsistencies as you
examine them, please bring them to the attention of
The Chart of Accounts was also explained in a presentation that Mr.
Roberson made on December 3. The
PowerPoint presentation he used at that meeting is also available
A PeopleSoft application is available to translate the old legacy account
codes into the corresponding new PeopleSoft Chartfields. Anyone can
logon to that crosswalk using the (case sensitive) User ID=crosswalk
Click the following link to keep these directions available in your
current browser window and
open the Crosswalk in a new Window.
It can also save inquiries about a particular legacy account, tagging each
inquiry with a short name of the user's choice. Since in this application
we are all logging with the same "User ID", we might adopt the convention
that we save inquiry specifications starting with our initials. If, for
instance, your initials are DHA and you might be inquiring about an
account ending in "4506", you might name the inquiry "DHA4506".
- Logon is case sensitive: (User-ID=crosswalk and
- To start a new inquiry (whether you plan to save it or just
without saving) you begin by clicking the tab or link "Add a New Value".
If you anticipate saving this inquiry, give it a meaningful name as
described above. Even if you don't anticipate saving it, you still need to
enter some character (say an "x") into the name field. Then click the
- In the "Legacy Values" block, enter the beginning of a valid UD
legacy account (using the leading zero) and click the magnifying glass to
its right. Clicking the magnifying glass symbol with nothing in the box
will list all UD legacy accounts. The following page will let you change
that search string if you wish, until you see the legacy account of
interest among the links listed there.
- Click the legacy account link you want to see translated into
PeopleSoft Chartfields with their literal descriptions.
- If you want to see an object code translated, then enter it (or the
beginning of it) in the center box of the "Legacy Values" section, again
click the magnifying glass to the right of that box, and click the link to
the old object code of your choice.
- You can repeatedly change the legacy account or object code, and
each time you go though its magnifying glass to a new link, the new
PeopleSoft Chartfields will be displayed.
- To save the inquiry as displayed (under the name you specifed
"Adding"), click the "Save" button at the bottom-left.
- To add more saved inquiries, each with its own new name, use
"Add" button at the bottom of the display screen, pick a new name and
proceed as above.
- To return to a saved inquiry, click the "Update Display"
button at the bottom of the translation screen, enter the beginning of its
name in the search box and click the "Search" button. You can also use
this search directly upon logging on. At that point, use the "Find an
Existing Value" tab.
Lists of significant field values
The following lists of values, translations, and other convenient facts
are available for your reference:
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Please direct UD-Financial questions to the approriate office
as referenced on the
of this site
Website comments to Allan Fanjoy,
Last modified: Thursday, 08-Jun-2006 12:44:12 EDT