Entering a Journal Using Commitment Control Concept Entering

Entering a Journal Using Commitment Control Concept

Entering a Journal Using Commitment Control

Entering a Journal Using Commitment Control Step 1 Begin by navigating to the journal Header page. Click the Scroll Down button.

Entering a Journal Using Commitment Control Step 2 Click the General Ledger menu.

Entering a Journal Using Commitment Control Step 3 Click the Journals menu.

Entering a Journal Using Commitment Control Step 4 Click the Journal Entry menu.

Entering a Journal Using Commitment Control Step 5 Click the Create/Update Journal Entries menu.

Entering a Journal Using Commitment Control Step 6 Enter the desired information into the Business Unit field. Enter "US 005".

Entering a Journal Using Commitment Control Step 7 Click in the Journal ID field.

Entering a Journal Using Commitment Control Step 8 Enter the desired information into the Journal ID field. Enter "CC 101".

Entering a Journal Using Commitment Control Step 9 Click the Add button.

Entering a Journal Using Commitment Control Step 10 Use the Header page to create a journal that is budget checked using Commitment Control.

Entering a Journal Using Commitment Control Step 11 Enter the desired information into the Long Description field. Enter "To record expenses for the current month".

Entering a Journal Using Commitment Control Step 12 Use the Ledger Group field to specify the ledger group to which this journal posts. For this example, accept the default value.

Entering a Journal Using Commitment Control Step 13 Click the Lines tab.

Entering a Journal Using Commitment Control Step 14 Use the Lines page to record the transactions and budget check the journal entry.

Entering a Journal Using Commitment Control Step 15 The Account field classifies the nature of a transaction. Record advertising expense for the current month in your department. Click in the Account field.

Entering a Journal Using Commitment Control Step 16 Enter the desired information into the Account field. Enter "620000".

Entering a Journal Using Commitment Control Step 17 The Dept field indicates the department that is responsible for or affected by a transaction. Click in the Dept field.

Entering a Journal Using Commitment Control Step 18 Enter the desired information into the Dept field. Enter "14000".

Entering a Journal Using Commitment Control Step 19 Click in the Amount field.

Entering a Journal Using Commitment Control Step 20 Enter the desired information into the Amount field. Enter "20000".

Entering a Journal Using Commitment Control Step 21 Click the Insert Lines button.

Entering a Journal Using Commitment Control Step 22 Click in the Account field.

Entering a Journal Using Commitment Control Step 23 Enter the desired information into the Account field. Enter "201000".

Entering a Journal Using Commitment Control Step 24 Notice that the system automatically populated the Amount field with the amount that balances the journal.

Entering a Journal Using Commitment Control Step 25 When Commitment Control is enabled, the journal edit process also performs budget checking. Click the Process button.

Entering a Journal Using Commitment Control Step 26 Click the OK button.

Entering a Journal Using Commitment Control Step 27 The journal was edited and is ready to post. Note that the Journal Status has changed to V and the Budget Status is V (valid). This means that the journal has passed budget checking and is ready to post.

Entering a Journal Using Commitment Control Step 28 You have successfully entered a journal using commitment control. End of Procedure.