Report Purpose

The finance ChartFields include the following field components: BUSINESS_UNIT, DEPTIDFUND CODEACCOUNTOPERATING UNIT
PROGRAM, PROJECT_IDCLASS_FLD

This Query returns all Charfields and the 10-digit HR Accounting ID with Description, Last Effective Date, and Effective Status for each field component.

This will return any field component regardless of status or budget and funding use and includes the HR Accounting ID for use in Human Resources.

Report Location

MyCampus > MaineStreet > Enterprise Applications > Financials > Main Menu > Reporting Tools > Query > Query Manager or Query Viewer

Report Name

There are currently 2 public FNPRD queries, this one is driven by any prompt.

The second version uses a hardcoded list to find specific Chartfields, this can be adjusted by DARTS if it is needed for use with specific data projects.

  1. UMS_DTS_CHARTFIELD_DTL_PROMPT - All Prompts are optional, includes Effective Dates and Current Status
  2. UMS_DTS_CHARTFIELD_DETAIL - Hardcoded list, only Active Fields with Descriptions

Report Type

Queries

Optional Prompts

Descriptions and use of these Finance Prompt Tables

DEPTID - UM_DEPT1_VW Prompt Table

FUND_CODE - UM_FUND_VW1 Prompt Table

ACCOUNT - UM_ACCOUNT123 Prompt Table

PROGRAM_CODE - SUBSTR(A.PROGRAM_CODE,1,1) 1-9 Expression using the First Number which is associated with each campus

PROJECT_ID - UM_PROJECTID_VW Prompt Table

OPERATING_UNIT - UM_OPER_EFF_VW Prompt Table

CLASS_FLD - UM_CLASS_FLD_VW Prompt Table

Data Fields Generated

  1. UMS_DTS_CHARTFIELD_DTL_PROMPT
BUSINESS_UNITHR_ACCOUNTING_IDDEPTIDDEPARTMENTDIEPTID_EFFDTDEPT_STATUSFUND_CODEFUND_DESCRFUND_EFFDTFUND_STATUSACCOUNTACCOUNT_DESCRACCOUNT_EFFDTACCOUNT_STATUSPROGRAMPROGRAM_DESCRPROGRAM_EFFDTPROGRAM_STATUSPROJECT_IDPROJECT_ID_DESCRPROJECT_STARTPROJECT_ENDPROJECT_STATUSOPERATING_UNITOPER_UNIT_DESCROPER_UNIT_EFFDTOPER_UNIT_STATUSCLASS_FLDCLASS_FLD_DESCRCLASS_FLD_EFFDT

CLASS_FLD_STATUS

2. UMS_DTS_CHARTFIELD_DETAIL

BUSINESS_UNITDEPTIDDEPARTMENTFUND_CODEFUND_DESCRACCOUNTACCOUNT_DESCRPROGRAMPROGRAM_DESCRPROJECT_IDPROJECT_ID_DESCROPERATING_UNITOPER_UNIT_DESCRCLASS_FLDCLASS_FLD_DESCR

Tables Used

  1. UM_FAST_XLAT_VW - Chartfields and HR Accounting ID Componenets
  2. DEPT_TBL - Departments
  3. FUND_TBL - Fund Table
  4. GL_ACCOUNT_TBL - Accounts
  5. OPER_UNIT_TBL - Operating Unit
  6. PROGRAM_TBL - Program Table
  7. PROJECT - Projects
  8. CLASS_CF_TBL