Creating Recurring Templates

You can create recurring templates when you need to make identical adjustments frequently. For example, you can create a recurring template that contains all the journal information, and use the template to generate Approved journals automatically for a specific scenario, year, and period.

To modify a template, you must have All access to the security class assigned to the template.

  To create recurring templates from the Web:

  1. In the Browser View, expand Tasks, and select Journal Tasks.

  2. Select Manage Journal Templates.

  3. Select Recurring click New, and enter a label.

    Note:

    The label can contain a maximum of 20 characters. Do not include spaces in the label and do not use these characters: . + - */ # {} ; , @ ”

  4. Optional: From Group, select a group for the journal.

    Note:

    The journal group that you assign must exist in the application.

  5. From Balance Type, select a balance type: Balanced, Unbalanced, or Balanced by Entity.

  6. Optional: From Security Class, select a security class.

  7. Select a Value dimension for the journal.

  8. Optional: Enter a template description.

  9. For each dimension, enter a member or click Pick Members to select members.

    Tip:

    You can also double-click the dimension to display the Pick Members dialog box, or you can right-click and select Pick Members. When you select an account, only the valid ICP or Custom members for that account are displayed.

  10. Enter an adjustment in the Debit or Credit column, and take one of these actions:

    • To add rows to the template, click Add Rows. Rows are added to the bottom of the template.

    • To save the template, click Save.

    • To restore the last saved version of the template, click Reset.

    • To preview and print the template, click Print.