1. User's Guide
  2. Smart View and Oracle Journals for Financial Management
  3. Editing Journals

Editing Journals

You can edit a journal that you previously created.

For example, you can change the description of a journal, add adjustments, or change the balance type.

You can edit only Working, Submitted, and Rejected journals. You cannot edit Approved or Posted journals. You must have All access to the class for a journal to edit the journal. See Journal Roles.

Before you begin this procedure, in the Smart View Panel, ensure that you are connected to an Oracle Hyperion Financial Management data source.

To edit journals:

  1. Open a journal with the status of Working, Submitted, or Rejected.
  2. To edit journal properties, in the Oracle Journals ribbon, click Edit, and then complete the procedure in Editing Journal Properties.
  3. To change the POV of the journal detail:
    1. Double-click a member cell within the grid.
    2. Select a member in the Member Selection dialog box, and click OK.
    3. Repeat step 3.a and step 3.b for each POV change you want to make.
    4. Click Refresh, Refresh button

    For more information on member selection, see Selecting Dimension Members for Journal Detail.

  4. To update a journal entry, under the Debit or Credit column in the grid, type directly into the cell that you want to change.

    The figures in the Total and Variance rows are updated automatically.

  5. To perform ad hoc analysis with the selected journal, in the Oracle Journals ribbon, select Analyze, The Analyze button..

    For more information, see Ad Hoc Analysis.

  6. To scan the journal and verify that the entries are valid, click Scan.