Use this form to create proposed elimination transactions. You can process an elimination proposal multiple times to add additional elimination rules to a single journal. For more information, refer to Elimination rules for transactions.

Open the form

  1. Click > > .

  2. Press CTRL+N to create a new journal.

  3. Click > > .

Tasks that use this form

Navigating the form

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

Tab

Tab

Description

General tab

Enter information to create proposed elimination transactions.

Buttons

Button

Description

OK

Create proposed elimination transactions using the information that you entered in the form.

Cancel

Close the form without saving your changes.

Fields

Field

Description

Select the source company that the elimination amounts will be retrieved from.

Select an active elimination rule to use for processing transactions.

The description of the elimination rule.

The date that the elimination rule was most recently processed and distributions were successfully created.

Enter a date to begin retrieving amounts to be eliminated. Transactions from this date through the date will be included if they match the elimination rule

The date that the elimination journal is posted to the general ledger.

Enter a date to stop retrieving amounts to be eliminated. Transactions from the date through this date will be included if they match the elimination rule

To put the transaction on hold until a specified date, enter that date. You still can modify the transaction, and it can be posted on or after this date.

If this field is blank, the transaction can be posted at any time.

Note Note

You can clear this field to remove the hold.

Select the reason for the transaction.

Reasons with an account type of appear in the list. For more information, see About financial reason codes.

Enter a reason description (optional).

If you select a reason code before you enter a reason comment, the default comment that is set up for the reason code is displayed. You still can change the comment.

See Also