Creating Recurring Templates

You can create recurring templates when you need to make identical adjustments frequently. Recurring templates contain complete information for identical journal entries that occur for more than one period. 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:

1. Select Consolidation, then Journals, and then Templates.
2. Select New, and then Recurring Template.
3. To change the Point of View, click a dimension name and from Member Selection, select dimension members.
4. For Label, enter a template label.

   Note:

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

5. From Balance Type, select an option Balanced, Unbalanced, or Balanced by Entity.
6. Optional: From Group, select a group for the journal.

   Note:

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

7. From Security Class, select a security class or use the Default security class.
8. Optional: Enter a template description.
9. For Account, double-click in the row and from Member Selection, select an account and click OK.
10. Optional: To move the dimensions from the POV to the table rows, click Move dimensions to Table.

    Tip:

    To move the dimensions selected for rows to the POV, click in the row and click Move dimensions to POV.

11. Enter an adjustment in the Debit or Credit column.
12. Optional: To add rows, select Actions, and then Add Rows. Rows are added to the bottom of the template.

    Tip:

    To delete entries, select the rows and click Delete Row, or select Actions, and then Delete Row.

13. Optional: To scan the template and verify that journal entries are valid, click Scan.
14. To save the template, click Save.

    Tip:

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

15. Optional: To preview and print the template, click Print.