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Measurement journal lines contain the actual transactions that are posted using the . Use this form to post one transaction per measurement per period. The transaction can be either posted manually by using the or updated automatically by using the .

When you post transactions from the measurement journal you do not use the measurement's elements to calculate the value. Elements are used only when you update measurements automatically.

When you create a new line, you can select the following options from the list in :

Option

Use

Post a transaction to a measurement in the next available period.

Post a transaction whose value is intended to offset, or cancel, that of a previously posted transaction.

If you have settled a transaction, use the settled period to post the correct transaction to the measurement.

To delete the journal lines after the journal has been posted, select the check box on the tab.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

View information about the measurement journal voucher, including its scorecard and objective, period, transaction text, approver, and value.

General tab

View information about the measurement journal voucher, including its scorecard and objective, period, transaction text, approver, and value.

View a note.

Buttons

Button

Description

Post one or more lines in the journal.

Check either a single journal line or the complete journal.

Use to report the journal as ready, or to reject or approve it.

View the vouchers posted at the same time as the journal. However, you can do so only if you did not choose to delete posted journal lines.

Print the journal and its transactions.

Fields

Field

Description

Select the type of journal transaction you want to create.

The scorecard to which the measurement is related. Then the and fields will contain only those components related to your selection.

Select the related objective from the list. You can choose only from objectives related to your selection in the field.

Select the measurement from the list.

Note Note

You can only select measurements whose status is open.


Start date of the transaction. The date is determined by the value in the box by the following options:

  • Next period – The field is filled in automatically based on the period information in the measurement you selected. You cannot change the box content. In the dialog box, information about the next period is displayed on the tab.

  • Settlement – Select from the list of periods where there are transactions that can be settled.

  • Settled period – Select from the list of periods where previous settlements were made.

The final date of the period in which the transaction is being posted. This date is defined as follows:

  • Automatically, according to Period setup defined on the related Objective. In this case, you cannot change the date.

  • Manually, according to your entry.

The automatically assigned voucher number. This number is assigned according to your selections in .

Type a short text describing the transaction.

The Id of the employee authorized to approve posting the journal line. This employee is defined for the journal in the Measurement journal names.

Note Note

If no approver was specified on the journal name, the box will display your logon information.


Enter the value of the transaction.

Identification of the journal.

Indicates whether the journal line has been approved.

Note Note

You can only post journal lines that have been approved.


Number of the document that generated the voucher.

Date that the related document was created.

Voucher number of the transaction that will be settled upon posting. You cannot change the value.

The box will only contain a value if you

  • Selected the settlement in the field.

  • Specified a measurement, and selected the transaction to be settled.

Type a comment describing the voucher.

See Also