Use this procedure to define the properties of new journals and edit properties of existing journals.
To edit a journal:
To edit the properties of the journal you just created, as described in Creating Journals (assumes the journal is still open), click Edit in the Oracle Journals ribbon.
To edit an existing journal, open the journal (see Opening Journals), and then click Edit in the Oracle Journals ribbon.
The Journal Properties dialog box is displayed (Figure 14-4).
Figure 14-4 Journal Properties Dialog Box—Example
Label—Enter a journal label.
The label can contain a maximum of 20 characters. These characters are not allowed:
. + - */ # {} ; , @ ”
The ampersand character (&
) is allowed, but will not display properly in Manage Journals. For example, if a single ampersand in used in a journal name, then no ampersand is displayed in the name in Manage Journals; if two consecutive ampersands are used, then a single ampersand is displayed in the name in Manage Journals. Once the journal is opened in Oracle Smart View for Office, the name displays correctly. The name also displays correctly in the Oracle Hyperion Financial Management web interface.
Description—Enter an optional journal description.
Balance Type—Select a type:
Balanced
Unbalanced
Balanced by Entity
Type—Non-editable. Type is the journal type, which was set when you created the journal (see Creating Journals). Once the journal type is set during the journal creation process, it cannot be changed.
Group—Select a group for the journal.
Use the Group property to help to classify journals by type. Examples of journal groups are Allocation or Overhead.
Class—Select a class or use the Default class.
Working
Submitted
Approved
Rejected
Posted