ChartField Value Sets

Purpose: Use this document as a reference for how to create ChartField Value Sets in ctcLink.
Audience: Finance Staff

ChartField Value Sets

Navigation: Main Menu > Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > ChartField Value Sets > Setup ChartField Value Sets

  1. Click on the Find an Existing Value tab on the Chartfield Value Sets page.
  2. Enter the appropriate information or use the Look Up icon in the SetID field.
  3. Click the Search button.
  4. Choose the appropriate ChartField Value Set from the search results.
Find an Existing Value tab
  1. Enter the appropriate date into the Effective Date field.
  2. Choose the appropriate type of Ledger Template from the dropdown menu.
  3. Enter the appropriate description for the chartfield value set in the Description field.
  4. Enter any additional information in the Comments field.
  5. Choose either Active or Inactive status from the Status dropdown menu.
  1. Choose the appropriate field name from the Field Name dropdown menu.
  2. Choose the appropriate details from the How Specified dropdown menu.
  3. Enter the appropriate information or use the Look Up icon in the Select Value field under the Select Values/Nodes section.
  4. Click the (+) button to add additional fields under the Values by ChartFields section.
  5. Click the Save button.

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