Create advanced rules for journals

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

This procedure steps through creating advanced rules for journals. This includes setting up journal control and user posting restrictions. This procedure uses the USMF demo data company.

Set up journal control

  1. Go to General ledger > Journal setup > Journal names.
  2. In the list, find and select the desired record.
  3. Click Journal control.
  4. Click Add.
  5. In the Company accounts field, click the drop-down button to open the lookup.
  6. In the list, find and select the desired record.
  7. In the list, click the link in the selected row.
  8. Click Add.
  9. In the Account structure field, click the drop-down button to open the lookup.
  10. In the list, find and select the desired record.
  11. In the list, click the link in the selected row.
  12. In the Segment field, click the drop-down button to open the lookup.
  13. In the list, click the link in the selected row.
  14. In the From value field, click the drop-down button to open the lookup.
  15. In the list, find and select the desired record.
  16. In the list, click the link in the selected row.
  17. In the To value field, click the drop-down button to open the lookup.
  18. In the list, find and select the desired record.
  19. In the list, click the link in the selected row.

Set up posting restrictions

  1. Close the page.
  2. Click Posting restrictions.
  3. In the How do you want to set up posting restrictions, select By user group.
  4. In the tree, check 'the group that you want to allow posting for this journal name.'.
  5. Click OK.