ChartField Value Sets

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

You must have at least one of these local college managed security roles:

  • ZD GL Local Config Inquiry
  • ZZ GL Local Configuration

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Please submit a service desk ticket if you have questions regarding setting up and/or updating ChartField Value Sets.

ChartField Value Sets

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

  1. The Chartfield Value Sets page displays.
  2. Enter the Business Unit in the SetID field. Optional to add additional criteria in the ChartField Value Set field.
  3. Select the Search button.
  4. Review the Search Results and select the appropriate ChartField Value Set.
Chartfield value search results
  1. The ChartField Value Set page displays.  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. Optional to enter any additional information in the Comments field.
  5. Choose either Active or Inactive status from the Status dropdown menu.
  6. Choose the appropriate field name from the Field Name dropdown menu.
  7. Choose the appropriate details from the How Specified dropdown menu.
  8. Enter the appropriate information or use the Look Up icon in the Select Value field under the Select Values/Nodes section.
  9. Select the (+) button to add additional fields under the Values by ChartFields section.
  10. Select Save.
ChartField Value Set page
  1. Process complete.


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