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M-Pathways - Financials

ChartFields

ChartFields

Overview

ChartFields are the seven fields in the M-Pathways system that are used in all financial transactions to record the financial data for the University. Individually, each field is called a ChartField (e.g., the Account ChartField). When used collectively in a 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.

To learn about each ChartField and their uses in financial transactions and reports, take the following eLearning courses available in MAIS LINC:

• CFE101: Introduction to ChartFields - The Basics
• CFE201: Intermediate ChartFields

ChartField Values

M-Pathways contains four ChartField Valid Value reports that list the available values and their definitions for a specific ChartField (e.g., Valid Accounts). To obtain the most current valid ChartField values and save them in an Excel spreadsheet, refer to the Run a Report to Excel in M-Pathways v.8.8 step-by-step procedure available in MAIS LINC. To locate the procedure in MAIS LINC, type Run a Report in the Search box and click GO.

Additional ChartField information is available in MAIS LINC under the Financials>General Ledger>ChartFields category path.

Note: You can also look up valid values for separate fields in the Excel spreadsheet listed on the Valid Values page.

ChartField Converter

A ShortCode is a six-digit number that represent a portion of a ChartField combination. ShortCodes may be used in procurement transactions and are used for payroll transactions. They are not used in the General Ledger.

To interpret financial reports, you need to translate your unit's ShortCodes into their equivalent ChartField combinations using the ChartField Converter. The converter is available in two locations.

• The M-Pathways system contains the official converter because it is the most up-to-date. To learn how to access and use the converter, refer to the Using the ChartField Converter in M-Pathways v.8.8 reference document available in MAIS LINC.
• The Web Converter on the MAIS Web site is updated nightly, Monday-Friday.