Preparing to Import Journals
Before using Journal Import, prepare your General Ledger application to ensure that your Journal Import run goes smoothly.
To prepare for importing journals:
1. Define all account segment values used in your feeder systems.
2. Define your set of books.
3. Define or enable all currencies used in your feeder systems.
4. Define the journal entry sources used in your feeder systems. You can also specify whether you want General Ledger to store journal reference information from your feeder systems for a particular source.
5. Define journal entry categories used in your feeder systems.
6. If you want Journal Import to assign sequential numbers to your journal entries, enable sequential numbering, specifying Automatic as both your numbering and document generation method.
7. Run the Optimizer program to create indexes on your account segments.
8. Define the concurrent program controls to improve the performance of Journal Import by setting the amount of disk space and memory it uses. The Journal Import program requires approximately 1.4 megabytes of memory to run.
You can also specify whether to save your Journal Import data each time you run Journal Import. Journal Import runs faster if you do not archive your data.
9. Disable dynamic insertion. Journal Import runs much faster when it does not have to create new account combinations dynamically.
10. Define any accounts used in your feeder systems that you have not yet defined in General Ledger.
See Also
Overview of Setting Up
Defining Segment Values
Defining Sets of Books
Defining Currencies
Defining Journal Sources
Defining Journal Categories
Defining Document Sequences
Assigning Document Sequences