SECTIONSEnabling the RT to Journal Integration
This Feature Console page updates Revenue Management so that you can create Accounting journals for revenue amounts on committed recognition transactions. Enabling the feature creates publications and subscriptions that connect with those created by the Journal Integration with Return Data feature. You must therefore enable the Journal Integration with Return Data feature before enabling this feature.
Work through the steps in the order shown.
- For each automatic step, click Perform. When the step has completed, the Status changes from “Not Done” to “Done”.
- For each manual step, follow the instructions on screen then click Mark As Done when the step is complete. More information about performing the manual steps is provided below.
When you have completed all the steps, use the Status slider in the Feature section to enable the feature. If you have custom fields on your recognition transaction lines and you want to map their values to journal lines, add them to the CreateJournalFromRRT publication for the Journal.Create message type.
Manually Assign Permissions to Users
Assign the RT to Journal Integration permission set to your existing Revenue Management and Accounting users who need the additional permission to create journals from recognition transactions. Users must also be assigned the FDN Core and FDN Common Concepts permission sets.
You must also grant users Edit permissions for your source objects.
Manually Update Page Layouts
The following unmanaged fields are added by enabling this feature. Manually add them to the relevant page layouts.
| Object | Field Label |
|---|---|
| Recognition Transaction | Journal |
| Recognition Transaction | Journal Date |
| Recognition Transaction | Journal Creation Error |
| Recognition Transaction | Journal Creation State |
| Recognition Transaction | Journal Status |
| Recognition Transaction Line | Journal Line |
| Recognition Transaction Line | Journal Line Creation Error |
| Recognition Transaction Line | Journal Line Creation State |
| Journal | Recognition Transaction |
| Journal | Recognition Update Error |
| Journal | Recognition Update State |
| Journal Line Item | Recognition Transaction Line |
| Journal Line Item | Recognition Line Update Error |
| Journal Line Item | Recognition Line Update State |
Also manually add the Create Journal button to the Recognition Transaction page layout.
Manually Update Search Layout
Manually add the Create Journals button to the Recognition Transactions List View search layout.