Perform Detailed Bulk Journal Actions for Financial Consolidation and Close

Performs a journal action for multiple journals in one request. Each journal can have its own comment, auto-reversal details, and Planning Inbox attachments.

Journal actions supported: SUBMIT,APPROVE,POST,UNPOST,REJECT

This API works only for Financial Consolidation and Close.

REST Resource

POST      /HyperionPlanning/rest/{api_version}/applications/{application}/journals/bulk-actions/detailed

Required Roles

Role Available Actions
Service Administrator All
Power User/User

Access depends on the requested action, the Consolidation Journals security role, and journal-member access for every selected journal.

Request

Supported Media Types: application/json

Parameters

The following table summarizes the client request.

Table 6-22 Parameters

Name Description Type Required Default
api_version Version of the API you are developing with Path Yes None
application The name of the application Path Yes None
scenario Scenario for the journal action. Body Yes None
year Year for the journal action. Body Yes None
period Period for the journal action. Body Yes None
consolidation Consolidation member for the journal action. This required POV member must be specified explicitly. Body Yes None
action Workflow action. Valid values: APPROVE, SUBMIT, POST, UNPOST, and REJECT. Body Yes None
cubeName Cube containing the journals. Body No Consol
items List of journals to process. The list must not be empty. Body Yes None
label Journal label. Body Yes None
comment Comment for the individual journal action. Body No None
autoReversalPeriod Auto-reversal Period member for the individual journal. Supported only for POST and UNPOST actions on Auto Reversing journals. Body No None
autoReversalYear Auto-reversal Year member for the individual journal. Supported only for POST and UNPOST actions on Auto Reversing journals. Body No None
attachments List of Planning Inbox attachments for the individual journal. Body No None
fileName Name of a file already uploaded to Planning Inbox. Required when an attachment is provided.

Note: fileName is required for every object in the items[].attachments array.

Body Yes None

Response

Parameters

The following table summarizes the response parameters.

Table 6-23 Parameters

Name Description
jobId Identifier of the asynchronous detailed bulk-action job.
status Job status. A value of -1 indicates that the job is in progress.
descriptiveStatus Descriptive job status, such as In Progress.

Supported Media Types: application/json

Sample JSON Input

{
  "scenario": "Actual",
  "year": "FY17",
  "period": "Jan",
  "consolidation": "FCCS_Entity Input",
  "action": "POST",
  "cubeName": "Consol",
  "items": [
    {
      "label": "JRNL_1001",
      "comment": "Post first journal",
      "autoReversalPeriod": "Feb",
      "autoReversalYear": "FY17",
      "attachments": [
        {
          "fileName": "supporting-note-1.txt"
        }
      ]
    },
    {
      "label": "JRNL_1002",
      "comment": "Post second journal"
    }
  ]
}

Example of Response Body

The following shows an example of the response body.

{
  "jobId": 12346,
  "status": -1,
  "descriptiveStatus": "In Progress"
}