1. Administering Data Management for Oracle Enterprise Performance Management Cloud
  2. Integration Tasks
  3. Loading Data
  4. Loading Journals to Financial Consolidation and Close
  5. Loading Journals from the Data Load Workbench
  6. Loading Journals from a Template
  7. Downloading a Journal Template

Downloading a Journal Template

If you use a journal template to load journal entries, then from the Data Load Workbench you can select a journal template that has been uploaded to the server. A template is associated with an existing POV. Once you have completed the required values for the template, you reload it (post it to the server), create a new data load rule for that POV, and specify a load type of "Journal" in the data load rule.

To download a Journal template:

  1. On the Workflow tab, under Data Load, select Data Load Workbench.
  2. From the POV, select the POV associated with the journal template to download.
  3. In Download Template, select Journal.

    Data Management prompts you to open or save the default template.

    The default template is copied, and all the necessary custom dimensions are added as columns before the Amount column. By default, two custom dimensions are included in the template.

  4. On the Open screen, open or save the template, and then click OK.