Define Automatic Journal Types

Here you define the automatic journal types, which are used as database identities for the automatically generated journals. Just as with journal types, you can define your own automatic journal types, although in order to use these they must be used in user-defined automatic journals, as a booking to an automatic journal type can only be made via automatically generated transactions. All transactions where the automatic journal type code is not equal to blank (i.e. reported values), are generated by the system. The system contains a predefined automatic journal type, Base Value (blank), and this automatic journal type is connected to the contribution version BASE (base values).

Procedure

  1. On the Maintain menu, click Configuration/Define/Contribution Versions/Automatic Journal Types. The Define Contribution Versions/Automatic Journal Types window opens.
  2. On the Automatic Journal Types tab, click the Add New Row button on the right-hand side toolbar to add a new row at the bottom of the list.

    The automatic journal type blank and the numbers 1-99 cannot be used as they are pre-defined to represent system generated transactions for group eliminations. The code should consist of two alphanumeric characters. At least one of the characters have to be one of the letters a-z.

  3. In the Code column, add the new code. The code should consist of two alphanumeric characters. At least one of the characters have to be one of the letters a-z.
  4. In the Name - Group and Name - Local columns, enter a description of the automatic journal type in both the group and local languages.
  5. Click Save. To add the automatic journal type to a contribution version, open the tab Contribution Version.

Results

Note: When working in this window, you should not create a Contribution Version and an Automatic Journal Type with the same code.