Create Resource Journal Templates
Use the Resource Journal Template to create frequent Resource Journal Entries where the journal entry data is the same, but the amounts change.
To create a new Resource Journal Template:
Navigate to the Role Center > Setup > Template Setup > Resource Journal Template.
Select New from the ribbon.
| Field Name | Description |
|---|---|
| Name |
Specifies a unique name to identify the new Resource Journal Template. |
| Description | Specifies information about the Resource Journal. |
| Recurring | Specifies if this journal will contain recurring entries. |
| No Series | Specifies the Number Series from which entry or record numbers are assigned to new entries or records. |
| Posting No. Series | Specifies the Code for the Number Series that will be used to assign Document Numbers to Ledger Entries that are posted from journals using this Template. |
| Source Code | Specifies the Source Code where the entry was created. |
| Reason Code | Specifies the Reason Code, a supplementary Source Code that enables the entry to be traced. |
| Increment Batch Name | Specifies if Batch Names using this Template are automatically incremented. Example: The posting following BATCH001 is automatically named BATCH002. |
For more information on how to create a Resource Journal batch, see: Create Resource Journal Batch