Submitting Journals

After creating journals and entering journal data, you must submit them to your supervisor for approval before posting them to the database. You can submit a journal when you create it, or submit it later by selecting it from the list of available journals.

You can submit journals one at a time or in batches. After you submit a journal, the status changes to Submitted. A reviewer then approves or rejects the journal, and if it is approved, you can post it.

Before you begin this procedure, in the Smart View Panel, ensure that you are connected to a Oracle Hyperion Financial Management data source.

To submit journals:

1. In the Smart View Panel, right-click a Financial Management application, and then select Manage Journals.

   The Manage Journals window is displayed.

2. Set the point of view as described in Selecting Dimension Members for Journal Detail.
3. Before proceeding, click Refresh, , to update the list of journals with those that correspond to the selected POV.

   Refreshing the journals list helps you to avoid errors that may arise when the selected POV and the listed journals are not in sync.

4. Perform a task:

   • To submit unopened journals:

     • In the Manage Journals window, press and hold the Ctrl key, then select journals with the status, "Working."

       Alternatively, select a single journal with the status, "Working."

     • Click Submit, .

     • When you're finished submitting journals, in the Manage Journals window, click Close.

   • To submit an opened journal:

     1. Open a journal, as described in Opening Journals.

     2. In the Oracle Journals ribbon, click .