Importing Journal Templates

From the Manage Templates screen, you can import Standard or Recurring journal templates. The groups used by the templates will also be imported.

To import a journal template, you must be assigned the application role of Consolidation Journals - Create. You must also have access to all the entities in the template.

During the import process, the system creates a new journal template if a journal template with the same name does not exist in the system.

If a journal template with the same name already exists, the import process deletes the existing template and creates the journal template with the new details.

You can also import journal templates through Migration. The templates are imported as part of Journals under the Relational Data artifact. See Administering Migration for Oracle Enterprise Performance Management Cloud.

1. On the Home page, click Journals.
2. Click Journal Templates.
3. From the Actions menu, click Import.
4. From the Template Import screen, click Create.
5. Select the location of the import file or files:

   • Local—Loads the import file or files from a location on your computer. Click Browse to select the import file.

   • Inbox—Loads the import file or files from the server. Enter the name of the file.

6. For File Type, select an option:

   • Comma delimited

   • Tab delimited

   • Other. Enter the delimiter character that is used in the import file.

7. If the selected location is Local:
   1. Click Import.
   2. From the "Job submitted successfully" confirmation, click Close.
8. If the selected location is Inbox:
   1. Click Save as Job to save the import operation as a job, which you can schedule to run immediately, or at a later time.
   2. Enter a job name and click Submit.
   3. To import the file, click Import.
   4. From the "Job submitted successfully" confirmation, click Close.
9. You can view the import status in the Jobs console. On the Home page, click Application, and then click Jobs.