Received Journal Workbench (tfgld2616m000)

Use this session to import, validate, correct and post the external journal vouchers using Exchange or Excel. See also: Import Journal Workbench.

Note: The total journal line amount must be split completely if the costs are split using these sessions:
  • Split Project Costs (tfacp7111m100)
  • Split PCS Project Costs (tfacp7112m100)
  • Split Service Costs (tfacp7113m100)

Else, the application generates a validation error for the journal line:

Field Information

Received Journal
Financial Company

The company to which the imported journal transactions are posted. The user who imports the transactions must be authorized to create transactions in this company.

Note: This value is defaulted with the current company.
Description

The description or name of the company.

Received Journal

The transaction type based on which the import journal is generated. The transaction type can be Transaction Type for Transaction Currency Journals or the Transaction Type for Multi-Functional Currencies Journals.

Status

The status of the received journal.

Allowed values

Free
Validation Errors
Not Applicable
Validated
Posting Errors
Posted
Note: If the Reversal Date is modified, the application sets this field to Free.
Received by

The logon code of the user who receives the journal voucher.

Description

The name of the user who imports the journal voucher.

Received Date

The date on which the journal is imported.

Posting Data
Batch Reference

The batch reference associated with the received journal transactions.

Fiscal Year / Batch

The fiscal year in which the batch is generated for the received journal.

/

The batch number of the received journal that must be posted.

Batch Status

The status of the batch that is used to post the received journal transactions.

Allowed values

Free

The batch has been created but does not contain transactions or the transactions are not balances. The batch cannot be finalized.

In Use

A user is entering or modifying transactions in the batch. The batch cannot be finalized.

Background in Process

Changes in the transactions are being processed. The batch cannot be finalized.

Ready

The batch is error free and ready for finalization.

Finalization in Process

The batch has been selected for finalization and finalization is in progress.

Finalized

The batch has been finalized.

Deleted

The batch and the transactions have been deleted.

Errors in Finalization

Errors occurred during finalization of the batch. The batch cannot be finalized.

Posted by

The logon code of the user who posts the received journal.

Posting Date

The date on which the journal is posted.

Reversal

If this check box is selected, the reversal transactions must be created for the received journal. This field is valid only for all the GL documents created for the selected received Journal.

Note: This field is displayed only if the transaction type is defined for Reversals in the Company.
Reverse On

Indicates when the reversal journal transaction must be created.

Allowed values

First Date of Next Period
Last Date of Next Period
Day of Next Month
Specific Date
Not Applicable
Note: 
  • By default, this field is set to Not Applicable.
  • This field is enabled only if the Reversal check box is selected.
Reversal Date
The date on which the reversal journal transaction is created.
Note: This field is enabled only if:
  • The Reversal check box is selected.
  • The Reverse On field is set to Specific Date.

If this value is specified, the Document Date of all the journal lines must be prior to this date.

Use Reversal Date as Rate Date

If this check box is selected, the application uses the reversal date as the rate date.

Note: This field is enabled only if the Reversal check box is selected.