Create Project Budget Journal Templates
The Project Budget Journal Template is used when you need to create budget journal entries and the budget journal entry data is the same, but the amounts change frequently.
To create a new Project Budget Journal Template:
Navigate to the Role Center > Setup > Template Setup > Project Budget Journal Templates.
Select New from the ribbon.
Name: Create a unique name to identify the new Project Budget Journal Template.
Description: Create a description to uniquely identify the new Project Budget Journal Template.
No Series: Specifies the number series from which entry or record numbers are assigned to new entries or records.
Posting No. Series: Specifies the code for the number series that will be used to assign document numbers to ledger entries that are posted from journals using this template.
Source Code: Specifies the source code that specifies where the entry was created.
Reason Code: Specifies the reason code, a supplementary source code that enables you to trace the entry.
Page ID: Not currently used.