How to copy a posted Journal in Enterprise ERP

Owned by Knowledge Assistant
Last updated: Apr 05, 2024


Description of Issue

Instructions on how to copy any type of posted Journal as a new Journal

Context

General Ledger

Journal Analysis

Cause


Resolution

For General Ledger Journals :

Financials > General Ledger Menu > Journal Entry/History > General Journal Entry/Proof

  1. Select More from the Ribbon
  2. Select Posted Find from the drop down
  3. Enter search criteria
  4. Highlight journal to be copied
  5. Accept
  6. Select Create Jnl from the Ribbon
  7. Enter Year/Period and Effective Date for the journal copy

To copy with the option to reverse signs on any journal type:

  1. Go to Financials > General Ledger Menu > Inquiries And Reports > Account Central
  2. Search for one of the accounts from this original Journal
  3. Click Enter
  4. Click on the account
  5. Under the Transactions section of the account, locate this journal and click on the journal's number
    1. This will open the journal in the Journal Analysis program
  6. Click Copy Journal
  7. Optional: If you would like to switch the debit/credit signs on the copied journal, click Reverse original journal amounts
  8. Select the Year and Period for this copied journal
  9. Click Continue
Additional Information