Using the Cross Walk


In this topic, you will learn how to use the Cross Walk.

 

Using this tool, you are able to enter old accounting line information and see its PeopleSoft equivalent.


Steps:

  1. Begin by navigating to the USC Department/Fund Inquiry page.

     

    Click the Main Menu button.

    Step 1

  2. Your PeopleSoft security role determines which Main Menu items are available to you. Your menu may contain fewer options depending on your role.

    Step 2

  3. Click the Scroll Down button.

    Step 3

  4. Click the USC Conversion menu.

    Step 4

  5. Click the USC ChartField Mapping menu.

    Step 5

  6. Click the USC Department/Fund Inquiry menu.

    Step 6

  7. In PeopleSoft, accounting line information is called a ChartField String, which is a combination of identifying fields (called ChartFields) that replaced Department Fund Object Code combinations. Using USC's updated Chart of Accounts and Organizational Structure, a ChartField String can be used to define, identify, categorize, and sort a transaction.

    Step 7

  8. A ChartField String may include the following ChartFields:

     

    * Account

    * Operating Unit

    * Fund

    * Department

    * Class

    * Product

    * PC Business Unit

    * Project ID

    * Activity ID

     

    Note: The last three ChartFields are only used for projects.

    Step 8

  9. Use this Cross Walk page to enter old accounting information such as Department and Fund to identify their new ChartField equivalents.

    Step 9

  10. Click the Look up USC Department/Fund button.

    Step 10

  11. In this example, you want to view the new PeopleSoft ChartField String information for USC Department/Fund "65300E700".

    Step 11

  12. Enter the desired information into the begins with field.

     

    Enter "65300".

    Step 12

  13. Click the Look Up button.

    Step 13

  14. Click the 65300E700 link.

    Step 14

  15. If the Fiscal Year field is left blank, search results will return ChartField Strings from every year available.

     

    In this example, you're only interested in looking at 2015 accounting information.

    Step 15

  16. Enter the desired information into the Fiscal Year field.

     

    Enter "2015".

    Step 16

  17. Click the Search button.

    Step 17

  18. Above is the ChartField String information for the "65300E700" USC Department/Fund combination for Fiscal Year 2015.

    Step 18

  19. In this ChartField String, the old USC Department and USC Fund information is displayed on the far left.

    Step 19

  20. The PeopleSoft equivalent Department and Fund Code information is on the right.

     

    In this example, the Department is now "652000" and the Fund Code is "E6131".

    Step 20

  21. Meanwhile, the Operating Unit ChartField has replaced Responsibility as the highest-level indicator identifying which college, campus, or organization is spending the funds.

    Step 21

  22. The Class Field ChartField has replaced Program and SubProgram as a way to further identify, categorize, and sort how funds are being spent.

    Step 22

  23. It's important to note that while you've searched using USC Department/Fund and Fiscal Year in this example, you can perform a search using any of the fields at the top of the page to further refine your results.

     

    For example, if you were interested in seeing a complete listing of all Department and Fund Codes that belonged to a specific Operating Unit, you would enter that Operating Unit above and click Search.

    Step 23

  24. For a more thorough breakdown of the new PeopleSoft Chart of Accounts structure along with a listing of frequently used ChartField values:

     

    *Click here to view USC's updated Chart of Accounts

    *Click here to view USC's updated Organizational Structure

     

    Both documents will help you translate old accounting information into their PeopleSoft ChartField and ChartField String equivalents.

    Step 24

  25. If you find yourself in the middle of a transaction and need to look up accounting information, you can click the New Window link (which is at the top of virtually every page in PeopleSoft) and navigate to the Cross Walk in a separate window without losing your transaction information.

    Step 25

Congratulations, you have successfully learned how to use the Cross Walk to translate old accounting line information into its PeopleSoft equivalent.

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