Create an AutoPost Criteria Set

In this example, you're creating an AutoPost criteria set to post the general ledger journal entries created by journal import for your subledger transactions.

Here's the relevant setup for your Vision Corporation ledger.

• You implemented Oracle General Ledger and the subledgers Oracle Payables and Oracle Receivables.

• You use a non-Oracle subledger called Fast Assets for fixed asset tracking and depreciation.

• You plan to automate posting of general ledger journal batches created by journal import. The automation is to protect the subledger-sourced journal entries from edits or deletion that could cause an out-of-balance situation between the subledgers and general ledger.

Consider these points when creating a criteria set:

• Use the All option for category and accounting period to reduce maintenance and ensure that all journal imports are included in the posting process.

• Create a criteria set that includes all your subledger sources. Create multiple criteria sets by source only if you must schedule different posting times to balance close activities or reduce processing time.

• Define a criteria set that posts journal entries for all ledgers by selecting All in the Ledger or Ledger Set field. When a user submits the AutoPost Journals process, the process posts journal entries for all ledgers in that user’s assigned data access sets.

Create the Set

1. Go to the following:

   • Offering: Financials

   • Functional Area: General Ledger

   • Task: Manage AutoPost Criteria Sets

2. Click Create.

3. Enter this name: All Journal Imported Entries.

4. Enter this description: Posting journals imported from the subledgers.

5. Select Enabled.

6. Select the Use Batch Creator as Approval Submitter check box if you require keeping the creator of the journal batch as the user who submitted the batch for approval when the AutoPost Journals process runs. If you don't select this check box, the user running the AutoPost journals process is the submitter for approval.

7. Enter these values and click Add Row to add each new line.

   Priority	Ledger or Ledger Set	Source	Category	Accounting Period	Balance Type
   1	Vision Corporation	Payables	All	All	All
   2	Vision Corporation	Receivables	All	All	All
   3	Vision Corporation	Fast Assets	All	All	All

8. Select Yes for the Process All Criteria check box, and enter 30 as the number of days before and after the submission date. The process runs less often when you specify a wide range.

9. Click Save and Close.

   Tip: Schedule the process to run immediately after the Import Journals process to prevent changes to the journals. Run the process during nonpeak times to save resources.