general ledger - Emory Finance

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Copying a Journal Entry Using the Copy Journal Entry PageNote: You can change the default values on this page if necessary.• Click the OK button.The Lines page displays the copied journal entry.• Edit the journal entry lines as needed.• Click the Save button.A validation message displays.• Click the OK button.General Ledger: 01/19/10Emory Confidential and Proprietary Information
Copying a Journal Entry Using a Run ControlTo save time retyping the same information for similar or identical journals, you can use an existing journal asthe basis for a new journal entry. You can copy posted journals as well as journals that are not posted, and thenchange the header or detail lines, as required. There are two ways to copy a journal entry. One way is by usinga Run Control. This method allows you to copy either one journal at a time or multiple journals at one time.To copy a journal entry using a Run Control, follow the instructions given below. For instructions on the othermethod, refer to Copying a Journal Entry Using the Copy Journal Entry Page.Step 1: Navigate to theJournal Entries ComponentStep 2: Add or Enter a RunControl ID• From the Compass home page, use the following path to navigate to theJournal Entries component:General Ledger > Journals > Journal Entry > Copy JournalsThe Find an Existing Value tab displays.• If this is the first time you are using a Run Control to copy a journal entry,click the Add a New Value tab to create a new Run Control.Step 3: Enter the ProcessRequest Parameters• Complete the Run Control ID field. Type something that will remind you ofthe task you are completing. For example, Copy_Journal.• Click the Add button.Note: Once you have set up a Run Control for this report, you do not need toadd a new value. Simply enter the existing Run Control ID in the Search byfield, click the Search button, and select the desired Run Control ID fromthe search results at the bottom of the page.The Copy Journals Request page displays.Tip: To avoid some of the horizontal scrolling when working with journals,click the Collapse Menu button. You can also customize the page to hidecertain journal line detail columns not generally changed, For instructions,refer to Customizing Compass pages.• Select Once from the Process Frequency drop-down list.• Enter your Business Unit. Note: Your Business Unit defaults if it has beenadded to your User Preferences. For instructions on changing the default,refer to Defining User Preferences.• Enter the Journal ID to copy.• Verify the New Date field is correct. If not, enter the correct date.• Click the Run button.The Process Scheduler Request page displays.General Ledger: 01/19/10Emory Confidential and Proprietary Information
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general ledger - Emory Finance

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