1. User's Guide
  2. Using Journals
  3. Creating Journals
  4. Creating Journals Using Recurring Templates

Creating Journals Using Recurring Templates

You can use a recurring template to create journals automatically. When you generate a journal from a recurring template, you receive a confirmation message that the journal has been generated. The status of the journal is Approved.

To create a journal using a recurring template, you must be assigned the Generate Recurring security role. You must also have All access to the security class assigned to the template.

The system uses the security class assigned to the template as the security class for the journal. If you need to modify the security class assignment for the journal, you must reject the journal and then resubmit it. To edit a journal, you must have All access to the security class assigned to the journal. To modify the template, you must have All access to the security class assigned to the template.

To create journals using recurring templates:

  1. Select Consolidation, then Journals, and then Templates.
  2. Open a recurring template from which to create a journal.
  3. Click Generate.
  4. Select a scenario, year, and period for which to generate the journal, and click OK.