Creating a New PeopleSoft Account Tree

by Arnav on October 12, 2016

in PeopleSoft Basics, PeopleSoft FSCM

What is PeopleSoft Tree?

A Tree is a hierarchical presentation of any Chartfield that can be further use for the purpose of summarization of data and reporting.

We can utilize trees in the system to define rules, security, reporting and Chartfield combination editing. Whenever we apply any rule on summary Tree level that will be applicable to detailed values also.

Advantages of PeopleSoft Trees

  • Centralization – Enables you to define rules once and then use it throughout the system.
  • It is easy to change centralized tree that will impact all the reports, security profiles etc.
  • It presents summarization rules visually.

How to create a PeopleSoft Tree?

You can create a PeopleSoft Tree from highest level of hierarchy (i.e. root node) to the lowest node of the hierarchy (i.e leaves). Below are the basic steps to create trees:

  1. Create the Tree Structure or find an existing tree structure to use. Tree Structure defines the links between your tee and underlying tables to which it refers.
  2. Create Tree definition. Here we define the tree structure, tree levels and how to handles detail values.
  3. Specify Tree levels, if required.
  4. Attach detail values as “leaves” as nodes.

In this below video you will learn how to create an Account tree that provides hierarchy for Balance sheet, Income statement and Statistical Accounts.

Also Read:  PeopleTools 8.54: Developing PeopleSoft Fluid User Interface Applications

{ 2 comments… read them below or add one }

Kevin March 7, 2018 at 6:43 am


I am experimenting with use of the Tree Manager in Peoplesoft FSCM 9.2. I have added items from multiple categories under the ALL_ITEMS root node as leaves. After running the full search/item index, in eProcurement I can see the header displayed for this Catalog, however when I click on it, it says there are “No catalog items found”. In Tree Manager, I’ve changed the User of Levels to both Loosely Enforced, and Level Not Used, and neither have made a difference. The catalogs load if I choose a specific item category level under the root node, however I need to be able to populate a catalog with various items from different categories. Do you have any suggestions for populating a catalog/tree manager with items from multiple categories? Thank you!


Arnav March 18, 2018 at 10:45 am

Hi Kevin, Can you please share the steps that you are performing? It will help me to replicate the scenario. Thanks


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