AutoPost Journal Wand Journals
Journal Wand has the ability to submit the Oracle concurrent program “Program – Automatic Posting” after importing journals. Journals for which approval is required, will not be submitted for automatic posting. The updated account balances for posted journals will immediately reflect in GL Wand.
By default Journal Wand will not AutoPost journals. Two steps are required in order to configure this option.
1. Enable AutoPost in Journal Wand
Navigate to the Journal Wand Options form in Excel and enable the Submit Journal AutoPost option.
2. Create the Autopost Criteria Set in Oracle
In Oracle E-Business Suite, navigate to the AutoPost Criteria Set form and create a new Criteria Set entitled “Wands Journal Wand”, as shown below:
Criteria Set:
Field | Value | Comment |
---|---|---|
Criteria Set | Wands Journal Wand | This field is required and should be specified exactly as it is in this document. |
Criteria Set Combination:
Field | Value | Comment |
---|---|---|
Priority | 10 | |
Ledger / Ledger Set | ALL or valid Ledger/Ledger Set name | For data security purposes, it is recommended that Ledgers be individually specified and that a separate AutoPost priority be created for each. |
Source | ALL or valid Source name | For data security purposes, it is recommended that Sources be individually specified and that a separate AutoPost priority be created for each. |
Category | ALL or valid Category name | For data security purposes, it is recommended that Categories be individually specified and that a separate AutoPost priority be created for each. |
Balance Type | Actual | Journal Wand loads actual and encumbrance type journals only and therefore a separate AutoPost priority is created for each. |
Period | ALL | This will allow journals to be posted to all periods. |
Criteria Set Combination:
Field | Value | Comment |
---|---|---|
Priority | 20 | |
Ledger / Ledger Set | ALL or valid Ledger/Ledger Set name | For data security purposes, it is recommended that Ledgers be individually specified and that a separate AutoPost priority be created for each. |
Source | ALL or valid Source name | For data security purposes, it is recommended that Sources be individually specified and that a separate AutoPost priority be created for each. |
Category | ALL or valid Category name | For data security purposes, it is recommended that Categories be individually specified and that a separate AutoPost priority be created for each. |
Balance Type | Encumbrance | Journal Wand loads actual and encumbrance type journals only and therefore a separate AutoPost priority is created for each. |
Period | ALL | This will allow journals to be posted to all periods. |