Updating a SpeedType

   Overview   

You can update any of the ChartFields in an existing SpeedType.  However, SpeedTypes should not include an Account or Budget Reference. Since these ChartFields designate where and when a transaction is posted, these fields should be entered manually on each transaction to ensure accuracy.

In this article, you will learn the steps to update an existing SpeedType by editing its chartstring in the UGA Financial Management System.

1. Step 1

Financial Management homepage displayed with Classic Home tile highlighted

First, log into the Financial Management System.

On the UGA Financial Management System Employee Self Service homepage, click the Classic Home tile.

2. Step 2

Classic Home page is displayed with SpeedTypes link highlighted

Navigate to the SpeedTypes page using the following:

Main Menu > Set Up Financials/Supply Chain > Common Definitions > Design Chartfields > Define Values > SpeedTypes

Click the SpeedTypes link.

3. Step 3

SpeedTypes page is displayed with all fields highlighted

The SpeedTypes page is displayed.

From this page, you can find an existing SpeedType in order to update the chartstring and/or generate a new SpeedType by entering the appropriate ChartField values.  

4. Step 4

SpeedTypes page is displayed with SpeedType Key field highlighted

Enter the appropriate information into the fields in order to locate the SpeedType you wish to edit. For example, you can enter the SpeedType itself into the SpeedType Key field.  

Example shown here: 19100Admin in the SpeedType Key field.

5. Step 5

SpeedTypes page is displayed with Type of SpeedType field highlighted

Click the Type of SpeedType dropdown list.

6. Step 6

SpeedTypes page is displayed with Type of SpeedType drop down highlighted

SpeedTypes are shared and used by all university units. If you wish to find an existing SpeedType, make sure to select the appropriate Type of SpeedType option.

There are three options available: One Permission, One User, and Universal (All Users).

1. One Permission indicates that the selected SpeedType is permitted to be used only once.

2. One User indicates that the selected SpeedType is generated specifically for only one user.

3. Universal (All Users) indicates the selected SpeedType is shared and used by all university units.

Click the Universal (All Users) option.

7. Step 7

SpeedTypes page is displayed with Search button highlighted

Click the Search button.

8. Step 8

SpeedTypes page is displayed with search result links highlighted

Click the appropriate link from the searh results.

Example shown here: 19100ADMIN

9. Step 9

Searched SpeedType information page is displayed with results highlighted

The searched SpeedType information is displayed with the associated ChartField values. On this page, you can edit the existing ChartField values as needed.

Note: SpeedTypes should not include an Account and Budget Reference. Since these ChartFields designate where and when a transaction is posted, you should manually enter these values each time you submit a transaction.  

10. Step 10

Searched SpeedType information page is displayed with Look up button highlighted

Enter the appropriate ChartField values into the fields displayed. You can also find the appropriate ChartField value by clicking the Look up magnifying glass next to any of the ChartField fields.

Example show here: Look up magnifying glass next to the Department field.

11. Step 11

Look Up Chart field Value pop up displayed with Department field highlighted

The Look Up Chartfield Value pop-up window is displayed. To limit your search, enter the appropriate information into the Department and/or Manager Name fields.  

Example shown here: 1400 " in the Department field to return all departments that start with 1400.

12. Step 12

Look Up Chart field Value pop up displayed with Search button highlighted

Click the Search button.

13. Step 13

Look Up Chart field Value pop up displayed with 14000010 link highlighted

The ChartField values matching your search criteria are displayed in the Search Results section.   

Example shown here:  14000010 link.

14. Step 14

Searched SpeedType information page is displayed with Save button highlighted

When you are done entering the necessary information, click the Save button.

15. Step 15

SpeedTypes page is displayed with SpeedType field highlighted

After saving the edits, you can begin using the SpeedType in various types of transactions.  

For this example, on the Lines tab page of a General Ledger journal transaction, the updated SpeedType can be used to populate the ChartFields. Enter the updated SpeedType, " 19100Admin " into the SpeedType field.

16. Step 16

SpeedTypes page is displayed with Chartfield values section highlighted

After entering the updated SpeedType and tabbing out of the SpeedType field, the ChartField values associated with the SpeedType will be populated into the appropriate fields.

You can then add or edit the populated values as needed.