When working on a close task, prepare journal entries if the task is of type
Journal Entry. Use JE templates to create journal
entries.
Journal entries help you post financial data (such as revenue, expense, assets,
liabilities, or equity) into your ERP system for proper accounting classification in
the appropriate financial period.
- Journal entry
- A journal entry consists of a JE header and JE lines. The JE header contains
the information (such as entity code and posting period) that uniquely
identifies the journal entry. JE lines record the financial information
associated with each transaction. A JE header can have multiple JE lines.
You can create multiple journal entries for a task.
The information in
header is saved in the JE Header [sn_fcms_journal_header] table and the
line information is saved in the JE Line [sn_fcms_journal_line]
table.
- JE template
- JE templates are defined in the JE Template [sn_fcms_journal_templates]
table. Admins can assign these templates to different functions defined in
the Function [sn_fcms_functions] table. A template applicable to multiple
teams can be assigned to multiple functions.