Editing Journals
To update selected details on an "In Progress" journal, click Edit on a journal detail, list page, or Journal Lightning page at any time prior to posting, and then change the fields you want to update. In some organizations you may need to return to Classic Edition The view of the application that you see when you first install the base managed package. to make the changes. In this case, click Classic Edit instead.
We do not recommend changing a default value if it is applicable to the line item that you want to add or edit.
For a full description of the standard fields that make up a journal, see Journal Fields and Journal Line Item Fields.
For information about maintaining the lines on an existing journal, see Journal Line Items.
Amending a posted journal
You must be in Classic Edition The view of the application that you see when you first install the base managed package. to amend a posted journal. However, you cannot amend a journal that has been canceled. You can also amend a journal from the Journal Lightning page.
To amend (add, edit or delete) the contents of the following set of fields on a posted journal, click Amend on the Journal Lightning page.
- Dimensions 1–4 (However, if one or more currency value or exchange rate overrides exist this ability is disabled. See Notes below for additional information.)
- Reference
- Journal Description
- Line Descriptions
- Custom fields that have been set up for sub-analysis mapping Mapping of custom fields at header and line level for the purpose of profitability reporting. (see Note 1)
To amend (add, edit or delete) the contents of the following set of fields on a posted journal, click Amend Document on its detail page in Classic Edition The view of the application that you see when you first install the base managed package..
- Dimensions 1–4 (However, if one or more currency value or exchange rate overrides exist this ability is disabled. See Notes below for additional information.)
- Reference
- Journal Description
- Line Descriptions
- Custom fields that have been set up for sub-analysis mapping Mapping of custom fields at header and line level for the purpose of profitability reporting. (see Note 1)
The changes that you make are also automatically reflected in both the related transaction A record created when documents are posted to the general ledger. Transactions must balance (sum to zero) in home, dual, and document currency. and the appropriate balances. The type of balances that are updated automatically depend on how your organization has been configured.