Copying Consolidation Journals

You can copy a Consolidation journal to one or more periods so that you can easily create another journal with similar information. You must have security rights to the journal and make sure that a journal with the same label does not already exist. For example, if you have a journal for January, you can copy the same journal to one or more periods. The journal is copied to the destination point of view and has a Working status.

By default, the destination Cube, Scenario, Year and Period are the same as the source selections. If you have enabled additional cubes in the application, you can change the destination Cube, Scenario, Year and Period for the copy process.

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

To copy Consolidation journals:

  1. On the Home page, click Consolidation Journals.
  2. From the journals list, select the journal to copy.
  3. Click the Actions icon Actions icon and then select Copy.
  4. For the Destination Point of View, select the Scenario, Year, and Period.

    If you have enabled additional cubes in the application, first select the Cube, then select the Scenario, Year, and Period.

  5. Click Copy.