Viewing ChartField Definitions

Purpose: Use this document as a reference for how to view ChartField definitions in ctcLink.
Audience: Finance Staff

Viewing Chartfield Definitions

  1. Use the ChartField Values page to select the ChartField and corresponding values that you want to view or modify.
  2. Click the Account menu.
  3. Enter appropriate information into the ID field on the Account page.
  4. Click the Search button.
  5. The Account page enables you to add, view and enter the details of individual Account values.
  6. Use the Effective Date field to enter the date on which the ChartField value is valid. Using a date in the distant past ensures that the value is available.
  7. Use the Status field to define the ChartField as Active or Inactive.
  8. Use the VAT Account Flag field to indicate the relation to VAT process for the account.
Account tab
  1. Click the ChartField Values menu to navigate to a different ChartField.
  2. Click the Department menu.
  3. Enter the appropriate information into the Department field.
Add a New Value tab
  1. Click the Search or Add button.
  2. The Department page enables you to add, view and modify Department ChartField values.
  3. Use the Effective Date field to enter the date on which this ChartField value is valid. Using a date in the distant past ensures that the value will be available for any record requiring this ChartField value.
  4. Use the Status field to define the ChartField value as Active or Inactive.
  5. You can select the payroll company to which this department belongs and into which the department reports. The system uses the payroll company to calculate worker compensation.
  6. Select the Budgetary Only check box if the department value is to be used for budgetary purposes only. The department value then became unavailable for recording actual transaction entries.
Effective Date
  1. Process complete.

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