ChartFields are the seven fields in the M-Pathways system that record the financial data for the University. Individually, each field is called a ChartField (e.g., the Account ChartField). When used collectively in a financial transaction or viewed on a report, these fields are referred to as a ChartField combination.
The seven ChartFields work together to describe a specific financial activity for your department: whether they are used to purchase an item, to record the usage of your department's space, or to report financial data.
In M-Pathways, some fields are designed to default corresponding ChartField values into the transaction to reduce data entry.
For procurement, these fields include:
A ShortCode is a six-digit number that represent a portion of a ChartField combination. ShortCodes may be used in M-Pathways procurement transactions and are used for payroll transactions and in Concur. They are not used in the M-Pathways General Ledger and, therefore, do not appear on financial reports.
To interpret financial reports (e.g., Statements of Activity), you need to translate your ShortCodes into their equivalent ChartField combinations using the ChartField Converter. The converter is available in two locations.
The table below lists various ChartField resources by their location:
|My LINC||CFE101: Introduction to ChartFields - The Basics||eLearning courses about the use of each ChartField in financial transactions and reporting.
Click the link to go to the Activity page, then click Register.
|CFE201: Intermediate ChartFields|
|"Run a report" procedures||Provides instructions to run any M-Pathways report, including the ChartField Valid Value reports.
Click the link to go to the Activity page, then click Start to open the resource.
|M-Pathways||Valid Value reports to
M-Pathways > Main Menu > Reporting Tools > GL Reports
|Lists active values and their descriptions for the Account, Class, Department, or Fund ChartFields.|
|ChartField pages||Look up the description and other information for a specific ChartField value.|
|BusinessObjects||FN06 Procurement Active Category Listing||Lists which procurement Category code maps to which Account value by:
|Financial Operations||Valid Account List||Provides a list of active Account values beginning with 4, 5, and 6 with their definition and Fund usage information.|
|ChartField Requests||Provides instructions to add or change ChartField and ShortCode values for your unit or project/grant.|