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
You must have at least one of these local college managed security roles:
- ZZ GL Journal Entry
You must also set these User Preference Definitions:
If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.
Creating a Statistical Journal Entry
Navigation: NavBar > Navigator > General Ledger > Journals > Journal Entry > Create/Update Journal Entries
- The Create/Update Journal Entries search page displays.
- Select the Add a New Value tab.
- Enter Business Unit.
- Enter Journal Date.
- Select Add.
![Create Update Journal Entries Add a New Value tab](https://media.screensteps.com/image_assets/assets/002/609/652/original/d6282a14-6191-4dc6-85e0-56de90ad95a6.png)
- The Header tab displays.
- Enter Long Description.
- Enter Ledger Group.
- Enter Source.
- Select the Lines tab.
![Header tab](https://media.screensteps.com/image_assets/assets/002/609/641/original/9cf748c4-434f-4444-9120-8432693d3c13.png)
- The Lines tab displays.
- Select the Template List link.
![Lines tab](https://media.screensteps.com/image_assets/assets/002/609/644/original/fd740923-dc7b-47c6-a422-da9db7f143cd.png)
- The Journal Entry Template List window displays.
- When you create a statistical entry using a statistical account, make sure you use a journal entry template that includes the Stat Amt field.
- Select OK.
![Journal Entry Template List window](https://media.screensteps.com/image_assets/assets/002/609/647/original/0f5d9640-5018-4d55-ae42-a08a39b50bdb.png)
- The Journal Entry Template List window disappears.
- Enter ChartFields.
- Enter Stat Amt.
- Enter UOM.
- Select the Insert LInes [+] icon.
![Lines tab](https://media.screensteps.com/image_assets/assets/002/609/651/original/8fd50a57-c108-4921-8b86-b914ea5b3d4f.png)
- The new line displays.
- Enter ChartFields.
- Enter Stat Amt.
- Enter UOM.
- Enter Process = "Edit Journal".
- Select Process.
![Lines tab](https://media.screensteps.com/image_assets/assets/002/609/648/original/35935064-d910-46fd-a26e-da0246e4c2a8.png)
- The Journal ID is assigned.
- Select Process List = "Submit Journal".
- Select Process.
![Lines tab](https://media.screensteps.com/image_assets/assets/002/609/649/original/221c9cb8-c474-4fa9-84e2-ae022aa6284b.png)
You must have at least one of these local college managed security roles:
- ZD General Ledger Inquiry
- ZZ GL Local Configuration
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
- After the journal has been approved, review it:
Navigation: NavBar > Navigator > General Ledger > Review Financial Information > Journals
- The Journals search page displays.
- Select the Add a New Value tab.
- Enter Inquiry Name.
- Select Add.
![Journals Add a New Value tab](https://media.screensteps.com/image_assets/assets/002/609/653/original/b0fd583f-0edf-45b5-ab62-2716d6fde54a.png)
- The Journal Inquiry page displays.
- Enter Unit.
- Enter Ledger.
- Enter Year.
- Enter From Period.
- Enter To Period.
- Enter additional Journal Criteria to identify your journal.
- Select Search.
![Journal Inquiry page](https://media.screensteps.com/image_assets/assets/002/609/642/original/0f2d8c0e-5040-44ec-a153-57ef846d31a0.png)
- The Journals section of the page populates.
- Select your Journal ID.
![Journals section](https://media.screensteps.com/image_assets/assets/002/609/655/original/c724485b-83e2-457a-b82f-f4393400361c.png)
- The Journal Inquiry Details page displays. Review it.
![Journal Inquiry Details page](https://media.screensteps.com/image_assets/assets/002/609/645/original/1fdfc730-1d9a-4a0f-be70-4eda816e648d.png)
- Process complete.
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