Create Journal Wand Template from Drilldown
The Create from Drilldown tool enables you to create a new Journal Wand template and pre-populate it with an existing journal selected in a GL Wand journal drilldown template. Refer to Execute Drilldown for information on drilling down to journal level.
The Create from Drilldown tool is only available to users with valid ‘GL Wand’ or ‘GL Wand Drill Only’ licenses.
After drilling down to journal level, select the journal you wish to populate in the target Journal Wand template, by selecting one or more cells in the journal line. In the below example, journal with the name “J3 Adjustment USD” is selected:
Next, click on the “Create from Drilldown” button on the Journal Wand toolbar. The journal type and data values of the source journal determine the type of Journal Wand template that is created. All values from the source journal, which are applicable to the journal type, including Descriptive Flexfields, are populated in the new template, with the exception of Batch Name and Journal Name which are cleared.
Batch Name may be captured or left blank, but Journal Name is mandatory and must be populated prior to upload.