Category ChartField

Design

Category represents both appropriation categories and revenue source codes. Appropriation categories sub-define the appropriations made to a Budget Entity and typically identify a sub-activity of the budget entity or a major expenditure classification. Revenue categories identify specific sources of revenue funding. Category values are six (6) characters in length and appropriation categories remain unchanged from the values as established in LAS/PBS.

The following design considerations are applied when defining a Category in Florida PALM:

• Category values are standardized statewide.
• Category is configured under the statewide TableSet Control.
• Category values must be uniquely numbered.
• Category is required on all transactions.
• Attributes may be defined when Category values are established.

Assumptions

The following assumptions are considered when defining a Category:

• Category values for expenditures, also known as appropriation categories, are determined by the Legislature and EOG/OPB.
• New revenue Category values are reviewed by the Office of Economic and Demographic Research (EDR) and DFS. If both parties determine that a new value is needed, the Category value is established in Florida PALM by DFS.

Maintenance

Category values in Florida PALM are centrally maintained by DFS. Agencies can request new revenue Category values using a ChartField Structure Request. Category values have an effective date as of the start of the fiscal year in which the value was placed in use within Florida PALM.

Attributes

A ChartField Attribute provides the ability to record additional characteristics about individual ChartField values for reference or reporting purposes. Only one attribute value can be selected for each Attribute associated with a ChartField value. Attributes are used on statewide ChartFields only and are established and maintained by DFS. The Attributes below may be updated when additional attributes are identified.

Version History