Exercise - Create and use a voucher template

  • 21 minutes

In this exercise you will create and use a voucher template.

Before you begin

To get the most out of this exercise, we recommend that you have the standard sample data available in Finance that is installed using Lifecycle Services.

  1. Go to General ledger > Journal entries > General journals.
  2. Select New.
  3. In the Name field, select the drop-down button to open the lookup.
  4. In the list, find and select a journal name.
  5. Select Lines.
  6. Enter an account for the Account type.
  7. In the Description field, type a value.
  8. Enter an amount in the Debit field.
  9. Select New to create a new line
  10. Enter a different account for the Account type.
  11. In the Description field, type a value.
  12. Enter an amount in the Debit field.
  13. Select New to create a new line.
  14. In the Account field, specify a value.
  15. In the Description field, type a value.
  16. Enter an amount in the Credit field to balance the voucher.
  17. Select Save.
  18. Select Functions from the lines section.
  19. Select Save voucher template.
  20. This procedure assumes that you are using the Percent template type.
  21. Select OK.
  22. Close the page.
  23. Go to General ledger > Journal entries > General journals.
  24. Select New.
  25. In the Name field, select the drop-down button to open the lookup.
  26. In the list, find and select a journal name.
  27. Select Lines.
  28. Select Functions.
  29. Select Select voucher template.
  30. Find the template that you created earlier.
  31. Select OK.
  32. In the Amount field, enter the amount to be applied to the voucher.
  33. Select OK.