9.2 Creating a Statistical Journal Entry

Purpose: Use this document as a reference to create a statistical journal entry in ctcLink.

Audience:  Finance and Business Office staff

Creating a Statistical Journal Entry

Navigation:  NavBar > Navigator > General Ledger > Journals > Journal Entry > Create/Update Journal Entries

  1. The Create/Update Journal Entries search page displays.
  2. Select the Add a New Value tab.
  3. Enter Business Unit.
  4. Enter Journal Date.
  5. Select Add.
Create Update Journal Entries Add a New Value tab
  1. The Header tab displays.
  2. Enter Long Description.
  3. Enter Ledger Group.
  4. Enter Source.
  5. Select the Lines tab.
Header tab
  1. The Lines tab displays.
  2. Select the Template List link.
Lines tab
  1. The Journal Entry Template List window displays.
  2. When you create a statistical entry using a statistical account, make sure you use a journal entry template that includes the Stat Amt field.
  3. Select OK.

 

Journal Entry Template List window
  1. The Journal Entry Template List window disappears.
  2. Enter ChartFields.
  3. Enter Stat Amt.
  4. Enter UOM.
  5. Select the Insert LInes [+] icon.
Lines tab
  1. The new line displays.
  2. Enter ChartFields.
  3. Enter Stat Amt.
  4. Enter UOM.
  5. Enter Process = "Edit Journal".
  6. Select Process.
Lines tab
  1. The Journal ID is assigned.
  2. Select Process List = "Submit Journal".
  3. Select Process.
Lines tab
  1. After the journal has been approved, review it:

Navigation:  NavBar > Navigator > General Ledger > Review Financial Information > Journals

  1. The Journals search page displays.
  2. Select the Add a New Value tab.
  3. Enter Inquiry Name.
  4. Select Add.
Journals Add a New Value tab
  1. The Journal Inquiry page displays.
  2. Enter Unit.
  3. Enter Ledger.
  4. Enter Year.
  5. Enter From Period.
  6. Enter To Period.
  7. Enter additional Journal Criteria to identify your journal.
  8. Select Search.
Journal Inquiry page
  1. The Journals section of the page populates.
  2. Select your Journal ID.
Journals section
  1. The Journal Inquiry Details page displays.  Review it.
Journal Inquiry Details page
  1. Process complete.

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