What This Process Does


  • Allows the user to maintain the Recurring Journal Entries added using the Build Recurring Entries process.


Best Practices


  • Use of Recurring Journal Entry IDs is required as a way of grouping similar journal entries or templates. This facilitates querying and reporting.


Maintain Recurring Journal Entries


  1. Finance → Financial Management → Setup → Recurring JE Setup → Maintain Recurring Entries
  2. Select a Recurring Journal Entry ID.


FIELDSOpt.Rec.Req.Description
Delete This RecordTrue if recurring journal entry is marked for deletion
ActiveTrue if recurring journal entry is currently in use
Recurring IDSelect the ID or create a new one
Transaction NumberTransaction number of recurring journal entry
Journal IDThe ID that serves as the purpose of entry
Account TypeDefaults if a recurring journal entry has already been built; available for choosing if new recurring journal entry is being created
Journal Entry TypeNormal, Appropriations, or Encumbrances
Account TypeThe account code the recurring journal entry is updating
Credit CodeDefaults based on account code chosen
Debit CodeDefaults based on account code chosen
Type: Flat/Prorate/Unit RateThe way recurring journal entry charges the amount
ReferenceAt user's discretion
DescriptionDefaults if a recurring journal entry has already been built; available for editing if new recurring journal entry is being created
Opt. = Optional  Rec. = Recommended  Req. = Required