When you have created journal lines which you know you are likely to create again later, you can save them as a standard journal before you post the journal.

Note
The following procedure refers to the item journal, but the information also applies to the general journal.

To save a standard journal

  1. In the Search box, enter Item Journal, and then choose the related link.

  2. Enter one or more journal lines.

  3. Select the journal lines that you want to reuse.

  4. On the Actions tab, in the Functions group, choose Save as Standard Journal.

    In the Save as Standard Item Journal request window you must define a new or existing standard item journal that the lines should be saved in:

    1. In the Code field, enter a code to identify the standard item journal that you are about to save.
      If you have already created one or more standard item journals and you want to replace one of these with the new set of item journal lines, in the Code field, select the code you want.
    2. Choose the OK button to verify that you want to overwrite the existing standard item journal and replace all its content.

  5. In the Description field, enter a text that indicates the purpose of the standard item journal.

  6. Select the Save Unit Amount field if you want to save the values in the Unit Amount field of the standard item journal.

  7. Select the Save Quantity field if you want the program to save the values in the Quantity field.

  8. Choose the OK button to save the standard item journal.

When you have finished saving the standard item journal, the Item Journal window is displayed so you can proceed to post it, knowing that it can easily be recreated next time you need to post the same or similar lines.

Tip

See Also