Copying Enterprise Journals
After you create a journal, you may need to copy the journal data for the same period or to a new period. In this way, the data collection process may be easily duplicated or reinstated for a new period without needing to create a recurring journal or Ad-Hoc journal and loading the data. You can copy a journal that you prepared or approved in a previous period to the current period, update the details for this period and post the new journal in the current period.
Any User of a journal can create a copy of a journal to the same period or to another Open period that has the templates deployed by the Administrator.
Any Preparer of a journal can select a journal to copy to a period (the same or other) that is Opened and has the template deployed to it.
To copy a journal:
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From the Home page, click Enterprise Journals.
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Click the Journals List icon on the left.
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From the Journals list, select Filters, then select the Year, Period, and Template to filter the list of journals.
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Select the journal that you want to copy, and from the Actions drop-down, select Copy to Period.
The system displays a dialog box with the list of Opened periods to which the source template of the journal was deployed.
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For Approver, leave the default Approver of the source journal, or click the Member Selector and select an Approver based on the Workflow option defined on the journal template.
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Click OK to copy the journal.
A copy of the journal will be created as deployed to the selected Year and Period and Opened by default.
A new Journal ID will be generated if the template has the default option of generated workflow dimension attribute members.
You will need to enter a new Journal ID if the template has the User Input option of workflow dimension attribute members.