Overview
Every Journal Entry in Rootstock is uniquely identified by an automatically assigned, non-repeating number. Many companies assign standard identifiers to regularly recurring Journal Entries, and this optional feature is designed to accommodate them. The feature allows user companies to define reusable standard ID codes that can be applied to Journal Entries and to the (also optional) Journal Entry Templates that can be turned into Journal Entries. If this optional feature is used, the Convert JE Templates to JEs for a Period function will create a checklist for monitoring the process of completing the period’s standard entries.
Prerequisites
Financial Company Master: The Financial Company Master must exist for the Company with which these Journal Entry Standard IDs are associated with.
Navigation
Financial System Setup > Journal Entry Standard ID
Processing
Add Journal Entry Standard ID records
Key Fields
Company: The Financial Company that this Standard ID is associated
Standard ID: User-defined ID, up to 10 characters in length, that identifies the purpose of certain journal entries. Although not required by Rootstock Financials, these may be optionally used when building JE templates.
Description: User-defined description, up to 50 characters in length
SEE ALSO
