Configuring Periods for Enterprise Journals

Before you can work with journals, you must define the Journal Collection Period (including the Year, and Start, End, and Close dates).

When you deploy a Journal template, the Journal Collection Period must be Open.

Ad-Hoc journals can be posted only to a period that is Open. After a period is Closed, no more postings are allowed for that period.

Note:

Posting Status can be updated when a period is locked via the API or file upload.

You must be a Service Administrator or Power User to open, close, or lock journal periods.

To configure periods for Enterprise Journals:

1. On the Home page, click Application, and then click Enterprise Journals.
2. Click the Journal Periods tab on the left.
3. From Year, select a Year.
4. From Period, select a Period.
5. Specify the Start Date, End Date, and Close Date, then click Save.

   Note:

   To clear the entered dates prior to saving, click Reset.

To open, close, or lock a period:

1. From the Journal Periods list, select a period.
2. From the menu bar or the Actions menu, select an action:

   • Open Period – Allows new Journal Templates to be deployed and Ad-Hoc Journals to be added to the Journal Period. Users may update their Journals based on their scheduled start date.

   • Close Period – No additional Journal Templates can be deployed nor any additional Ad-Hoc Journals can be added to the Journal Period. Users may continue updating the existing Journals.

   • Lock Period – No additional updates are allowed on the existing Journal.