In this topic you will learn how to use SpeedCharts to Simplify Data Entry.
A SpeedChart is a shortcut the users can enter to automatically fill in the individual ChartField values on the distribution line. The use of SpeedCharts can greatly increase data entry efficiency by reducing the number of keystrokes required to enter frequently used combinations of Chartfield values and by reducing keystroke errors.
Lookup SpeedChart Information:
The SpeedChart information can be found in the SpeedType lookup.
Note: In this example we are searching for all the SpeedCharts for a specific Department.
Enter your Business Unit in the SetID field and the Department ID you wish to search for.
Select SpeedType Key for the department you wish to review.
The SpeedChart information is displayed.
NOTE: If you want to use this SpeedChart when creating your information, please make a note of the SpeedType Key to enter in the SpeedChart search field.
NOTE: Only SpeedChart that begin with a numeric value can be used when creating the Requisitions. Speed Charts that begin with a "G" or "R" cannot be used.
NOTE: If you cannot find a SpeedChart that contains the values for which the item(s) is being charged, you can enter the ChartString values on the distribution line as we do now.
If you want to split the charges between multiple ChartStrings on the requisition Default page, you can add another distribution line by clicking on the Plus Sign (Add Multiple New Rows Button) located at the end of the distribution line.
NOTE: You cannot select a SpeedChart for the second distribution line; doing so will overwrite the ChartField values on the first distribution line.
Click OK to continue.
Using Multiple SpeedCharts per Line Item
Use this procedure when you want to split the charges or overwrite an existing ChartField at the PO and Requisition line level.
The Multiple SpeedCharts functionality provides you with the ability to choose whether you want to override or append multiple SpeedCharts to existing ChartField Values. You can use multiple SpeedCharts to automatically calculate distribution quantities, amounts, and percentages.
Navigation: Click on the Schedule icon on the line item you wish to split the charges for, then click the Distribution/ChartFields icon.
If you know the SpeedChart you want to use, you can enter the complete SpeedChart Key or you can enter part of the SpeedChart Key, click the LookUp icon and select a SpeedChart from the list.
Click the Add a new row at row 1 button to add the second distribution line.
Enter how you want to distribute the charges. In this example, the quantity was distributed between the two Chartstrings, 3 and 2.
In this scenario you will append a new ChartString to an existing one, creating a second distribution row.
Click on the Schedule Icon on the line item you wish to split the charges for, then click the Distribution/ChartFields Icon.
Enter the Chartfield Key.
Please review the following definitions on SpeedChart, ChartField and ChartString used in this training document.
•SpeedChart – is a combination of ChartFields, excluding the Account Code. The Account Code is not part of the SpeedChart values and needs to be entered on the distribution line to complete the ChartString. It is also known as SpeedType.
•ChartField – In Peoplesoft, the Chart of Accounts is comprised of information fields that provide the basic structure to segregate and categorize transactional and budget data. Each informational field is called a CHARTFIELD.
•ChartString – is combining a series of chartfield values into one string.
SpeedCharts are utilized on the Requisition Defaults and line distribution page:
•Single SpeedCharts are accessed on the Requisition default page and the Requisition line.
•Multiple SpeedCharts are accessed on the Requisition line.
NOTE: If you know the SpeedChart you want to use you can enter the complete SpeedChart Key or you can enter part of the SpeedChart Key, click the lookup icon and select a SpeedChart from the list.
The Single SpeedChart is located on the Requisition Defaults page, above the distribution line and always overwrites existing Chartfield values entered on the requisition. You will need to select the SpeedChart before you input the Account Code chartfield value of the ChartString.
This is the Distribution Line prior to selecting a SpeedChart:
The Chartfield values are filled in as indicated in the screenshot. Please enter the account number to complete the ChartString.
The append SpeedChart action creates a second distribution line. Update the second distribution line to change the percentage of distribution and add the account code.
Overwrite a SpeedChart:
In this scenario, incorrect ChartField value information was entered for this line item
You can lookup the Speedchart information to find the correct SpeedChart. Refer to the SpeedChart Lookup document for assistance.
The Speedcharts for the department is displayed, find the SpeedType Key that list the ChartString values you want to use for the line item.
Click the SpeedType Key in the SpeedChart field. The ChartString values will be displayed.
The new row will display the values from distribution line 1. Update the ChartString values on line two to charge to the correct ChartString, and apply the percentage of distribution to each line.
NOTE: If there are multiple items being ordered and charged to different ChartStrings, you can choose to enter the ChartString on each line instead of on the Requisition Defaults.
This completes the SpeedCharts section.