Transaction COA Display Configuration

As initially configured, the transaction pages within the Financial area of CGI Advantage display most, if not all COA fields, although each implementation may not use them all. In some cases, COA are just not used based on the type of transaction – Requisitions and the Balance Sheet Account fields. While in other cases, a COA may not be used on any transaction. While Configure Page (DESIGNER) can be used to hide or rearrange these different instances of COA, the Transaction COA Display Configuration (COACONF) page exists to hide or rearrange COA across the multiple transaction types with a single update. Use of this page typically happens once, unless a future need requires a previously hidden COA field to be revealed on a wide basis.

You can use the COACONF page to generate page extensions to hide COA elements and/or rearrange COA Layout on Financial transactions. The Hide COA Elements section can be used to configure which COA elements to hide and where to hide them (Accounting and Accounting Distribution only, or every location COA fields are displayed within the transaction). The Accounting Line COA Layout section can be used to configure how COA fields are displayed on the Accounting and Accounting Distribution tabs.

After setting the desired configurations, the page extensions are generated in bulk. Please verify the extensions and then add the extensions to the migration queue. Once the generated extensions have been added to the migration queue, the Designer to XML Synchronization Process needs to be run and the extensions deployed to complete the configuration. If extensions are synchronized to XML successfully, the system updates the Extension Status to Synchronization Complete. If there are problems, the system updates the Extension Status to Error. More complete information can be found in the CGI Advantage - Administration Utilities Run Sheets Guide and the CGI Advantage - Extract Deploy Extension Metadata Guide.

Please Note:

If an attempt is made to extend a transaction page using Configure Pages and Transaction COA Display Configuration for the same transaction page at the same time, a warning is issued on Configure Pages stating that those changes are not going to be applied and need to be reverted until the Transaction COA Display Configuration is completed or cancelled.
Conversely, do not attempt to perform configurations using Transaction COA Display Configuration while actively applying configurations using Configure Pages.
Non-transactional pages that list COA such as the Accounting Template, Chart of Account Crosswalk, and Automatic Transaction Corrections are not updated by this page and must be updated through Configure Page.

Landing View

Related ActionsRelated Actions

Create – You can perform this action when no other display configuration is in progress. An edit prevents you from creating a new record when another record exists with an Extension Status of blank, Pending, Error, or Pending Synchronization.

Related PagesRelated Pages

Configure Page – A transition to Configure Page (DESIGNER) where you can see extension values configured against a page.

Record ActionsRecord Actions

View – This action transitions you to the detailed view for viewing the record.
Edit – When Extension Status is blank or Pending, this action transitions you to the detail view for editing the record.
Delete – When Extension Status is blank or Cancelled, you can delete the record.
Copy – When Extension Status is Synchronization Complete or Cancelled, you can copy the record. Note that the Copy action immediately creates and saves the record and COA field rows. The Cancel action cannot be used to exit the Copy without saving. If the copied record is not desired, delete it.

Detail View

Field InformationField Information

Field Name	Description
ID	A unique identification for system use. Numbering is controlled by a Unique Numbering record of R_COA_CNFG.
Description	An optional description of this record.
Extension Status	Set by the system to indicate the status of the generated extensions: blank, Pending, Synchronization Completed, Error, Cancelled, Pending Synchronization, and Generation In Progress.
Hide COA Elements
Apply To	An optional indication of the scope of the configurations in the Hide COA Elements section. By default, no selection is made, which means Hide COA Elements are ignored by the Generate Extensions action. Accounting and Accounting Distribution - configures COA display on Accounting and Accounting Distribution tabs only. All Transactions - Impact all accounting lines, accounting distributions, header presentations for fixed assets, COA listing on vendor lines of the internal transactions, and posting lines. In short, every location COA fields are displayed on a transaction.
Individual chart of account fields	Select each chart of account field you wish to hide. Warning: Be careful about COAs that are usually entered on transactions and used for balance tracking and control (such as Fund), security (such as Department and Unit), and budget definition. Hiding such fields can prevent many transactions from processing.
Accounting Line COA Layout
Generate Accounting COA Layout Extensions	Select it to configure COA layout on Accounting and Accounting Distribution tabs. Use the Save action after setting this indication to True so that the application brings in all the COA rows into the section for configuration.
Number of Display Columns	Specify the number of columns for the COA scalar section if the default is not desired. If the Generate Accounting COA Layout Extensions is False, the Number of Display Columns and grid for configuring individual COA field layout are ignored by the Generate Extensions action.
COA Title	Each COA field is a separate row.
Show In Grid Initially	An optional indication if a COA element should show in the grid and not the scalar (Yes) or only appear in the Scalar (No). Leaving the field blank does not change the placement of the COA.
Grid Rank	An optional raking for a COA in relation to the location of other fields in grid.
Scalar Rank	An optional ranking for a COA in relation to the location of other fields in scalar. Out-of-the-box, there are variances in the COA fields displayed and order in which they are displayed in different transactions. Therefore, a particular COA field can have different ranks on different transactions. If you want to re-rank certain fields, consider specifying the ranks for all fields that can appear in that component to ensure that each field has a distinct rank that does not run into another field. Suggested rank values are provided at the end of this section for implementation considerations.
Order	An optional order for a COA in relation to the location of other fields with the same scalar rank. If two COA fields have the same scalar rank, then those COA fields appear in the same row-column position on the page in close-proximity to each other. Their display order is according to the Order value in ascending order. Setting the Order to 0 removes any previously migrated Order extension.
Priority	An optional setting to change the priority of a COA field in scalar. Primary - The COA are initially displayed. Secondary - The COA under the Show More action. Tertiary - Hides the COA.
Starts New Row	An optional Yes/No indication that makes the COA start a new row in the scalar for organizational reasons.

Related ActionsRelated Actions

Generate Extensions – This action generates bulk page extensions based on display configuration specified and updates the Extension Status to Pending. You must select Apply To and/or Generate Accounting COA Layout Extensions before generating extensions. The action can take a while to complete because the system needs to find the impacted COAs and merge the display extension with existing XML extensions. Note: During the generation of the COA extension, the Extension Status value is set to “Generation In Progress” and updates are not allowed.

Note that this action does not work if any of the transaction pages impacted already have online extensions under development. In that scenario, the extensions under development need to be completed or undone before continuing.

Add to Migration Queue – This action adds the generated page extensions to the migration queue and updates the Extension Status to Pending Synchronization.
Undo Pending Extensions – This action reverts the generated page extensions and updates the Extension Status to Cancelled.
Remove from Migration Queue – This action removes the page extensions from the migration queue and updates the Extension Status to Pending.

Related PagesRelated Pages

Configure Page – A transition to Configure Page (DESIGNER) where you can see extension values configured against a page.

Implementation Considerations:

Grid rank values: In the grid, COA fields usually appear after other fields and before Attachments. You can specify grid rank values starting with the value 500 and using an increment of 10 to make the COA fields appear between the starting fields and Attachments. Below are suggested values covering the fields that can appear on the grid out-of-the-box.

COA Field	Grid Rank
Fund	500
Department	510
Unit	520
Object	530
Revenue	540
Activity	550

Scalar rank values: You can specify scalar rank values starting with the value 10 and using an increment of 10. Below are suggested values that can be used as a starting point.

COA Field	Scalar Rank	COA Field	Scalar Rank
Fund	10	Activity	190
Sub Fund	20	Sub Activity	200
Department	30	Function	210
Unit	40	Sub Function	220
Sub Unit	50	Location	230
Appr Unit	60	Sub Location	240
Object	70	Task Order	250
Sub Object	80	Task	260
Dept Object	90	Sub Task	270
Revenue	100	Major Program	280
Sub Revenue	110	Program Period	290
Dept Revenue	120	Program	300
BSA	130	Phase	310
Sub BSA	140	Funding Profile	320
OBSA	150	Funding Priority	330
Sub OBSA	160	Funding Line	340
Reporting	170	Internal Fund	350
Sub Reporting	180	Internal Sub Fund	360
		Internal Dept	370