This article walks you through the steps to add UGA Financial Management System chartstrings to UGAmart user profile as a Requisitioner.
In this article, you will learn the steps to add UGA Financial Management System chartstrings to your UGAmart user profile.
First, log into UGAmart.
On the UGAmart homepage, click the user silhouette icon in the upper right-hand corner.
From the drop-down list, click the View My Profile list item.
The User Profile and Preferences page is displayed.
Click the Default User Settings menu.
Click the Custom Field and Accounting Code Defaults menu item.
The Custom Field and Accounting Code Defaults page is displayed.
Click the Code Favorites tab.
Click the Add button.
The Accounting Codes window will display.
Click the Select from all values... link under the SpeedType field.
The Custom Field Search window will display.
Enter "++" into the Value field.
Click the Search button.
The search result is displayed.
Click the select link next to "Open ChartFields".
The other ChartField value fields are now editable.
Click the Select from all values... link under the Account field.
Enter appropriate information into the Description field.
Example shown here: enter "supplies" into the Description field.
Click the select link next to the appropriate search result.
Example shown here: click the select link next to S&M-Office Supplies .
Click the Select from all values... link under the Budget Reference field.
Click the drop-down list beneath the Hide all values... link.
Click the appropriate fiscal year from the list.
Example shown here: click the 2020 - 2020 list item.
Click the Select from all values... link under the Fund field.
Enter appropriate information into the Value field.
Example shown here: enter "10600" into the Value field.
Example shown here: click the select link next to RI-Other General.
Click the Select from all values... link under the Program field.
Example shown here: enter "16300" into the Value field.
Click the Select from all values... link under the Department field.
Example shown here: enter "61027" into the Value field.
Click the select link next to the appropriate Department ID.
Example shown here: click the select link next to Procurement .
Click the Select from all values... link under the Class field.
Example shown here: enter "11300" into the Value field.
Click the select link next to the appropriate Class code.
Example shown here: click the select link next to Other General Revenue.
If necessary, enter appropriate information into the Nickname field.
Example shown here: enter "Procurement + Office Supplies" into the Nickname field.
If this is your primary chartstring, click the Default option.
Click the Save button.
The Custom Field and Accounting Code Defaults page displayed.
Use the Add button and fill in the appropriate chartstring information for additional Accounting Code Defaults.
Click on the Home button to go to the UGAmart homepage.
On the UGAmart home page click the non-catalog item link.
Enter appropriate information into the Enter Vendor field.
Example shown here: enter "VWR".
The search results are displayed within a drop-down menu. Click the appropriate vendor from the drop-down list.
Example shown here: click the VWR INTERNATIONAL LLC list item.
Enter appropriate information into the Product Description field.
Example shown here: enter "Glass Beaker" into the Product Description field.
Enter appropriate information into the Quantity field.
Example shown here: enter "10" into the Quantity field.
Enter appropriate information into the Price Estimate field.
Example shown here: enter "9.75" into the Price Estimate field.
Click the Save and Close button.
On the UGAmart home page, click the link next to the shopping cart icon.
The My Cart window is displayed.
The cart summary page is displayed.
Click the edit button under the Accounting Codes to review and edit chartstrings associated with the Purchase Request
Click the Select from your code favorites drop-down list.
Click the appropriate saved chartstring.
Example shown here: click the Procurement + Office Supplies list item.
The ChartFields fields will auto populate.
The Summary tab is displayed. You can review the purchase details and submit for approval.