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Is There A Way To Get The 'SFA' Transactions Get A Chartfield Combination Other Than The Source Rows? (Doc ID 2803312.1)

Last updated on SEPTEMBER 06, 2021

Applies to:

PeopleSoft Enterprise FIN Grants - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Goal

Is there a way to get the SFA transactions to get a chart field combination other than the source rows? For example, we budget all the Overhead transactions using a particular Source Type so we need a specific source type to be populated on all SFA rows irrespective of the value of the source transaction.

Scenario:

  1. Create a Proposal with Facilities and Admin Price set up, Submit and Generate an Award.
  2. Create Project Budgets including the budget for Facilities and Admin costs.
  3. Create a Cost transaction in PROJ_RESOURCE. Let's says with a chartfield string that has a blank resource_type (Source Type) field.
  4. Run GM_GMFACS (Grants > Awards > Process Facilities Admin).
  5. The 'SFA' analysis type rows will be generated in PROJ_RESOURCE. The need is to get a chartfield value of 'XYZ' resource_type for the target SFA row. Currently, the value is coming over as blank based on the chartfield string of the source cost row.

 

Solution

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In this Document
Goal
Solution


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