Create Resource Journal Templates
The Resource Journal Template is used when you need to create resource journal entries frequently in which the journal entry data is the same, but the amounts change frequently.
To create a new Resource Journal Template:
Navigate to the Role Center > Setup > Template Setup > Resource Journal Template.
Select New from the ribbon.
Name: Create a unique name to identify the new Resource Journal Template.
Description: Create a description to uniquely identify this resource journal.
Recurring: Specifies if this journal will contain recurring entries.
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.
Increment Batch Name: Specifies if batch names using this template are automatically incremented. Example: The posting following BATCH001 is automatically named BATCH002
For more information on how to create a Resource Journal batch, see: Create Resource Journal Batch