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:

1. From the Home page, click Enterprise Journals.

2. Click the Journals List icon on the left.

3. From the Journals list, select Filters, then select the Year, Period, and Template to filter the list of journals.

4. 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.

5. 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.

6. 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.