Creating Enterprise Journal Templates

Journal templates simplify the journal creation process and are useful for journals that need to be created for every period.

To create and work with Enterprise Journal templates, you must be an Administrator or Power User.

When creating templates, you must specify whether the template can be used for creating ad-hoc journals, select the users who are allowed to create them, and predefine the approver routing for ad-hoc journals. Individual users, teams, or groups can be defined as approvers and the approval path can be assigned to preparers of ad-hoc journals.

To create Enterprise Journal templates:

1. On the Home page, click Application, and then click Enterprise Journals.

2. Click the Journal Templates tab on the left.

3. Click New.

4. On the Properties tab, provide the following information:

   • Name - Enter a unique template name. You can enter a maximum of 80 characters.

   • Description - (Optional) Enter a description. You can enter a maximum of 255 characters.

   • Section:
     • Name: You can enter a maximum of 80 characters.
     • Column

   • Target - From the drop-down list, select a Target from the list of supported targets defined by the Administrator.