Work with journals

  • 10 minutes

A journal can be accessed by only one user at a time. If several users must access journals at the same time to create journal lines, those users must select journals that aren't currently being used to prevent information from being overwritten. In situations where multiple departments use the same journal type, it's helpful to create multiple journal names (for example, one for each department). It can also be helpful to divide journals so that each posting routine is entered in its own unique inventory journal.

For posting routines that are associated with inventory transactions, create one journal for periodic inventory adjustments and another for inventory counting.

Posting journal lines

You can post the journal lines that you create at any time until you've locked an item from additional transactions. The data that you enter in a journal remains in that journal, even if you close the journal without posting the lines.

Not all inventory journals are OData-enabled; therefore, you cannot use the Excel data connector to get data published, updated, and imported back to Supply Chain Management.

Another difference between the journal data entities is the ability to use composite entities that include both the header and line data. You can use the composite entities for the following:

  • Inventory adjustment journal
  • Inventory movement journal

The following two inventory journals only support the Initialize stock scenario as part of a data management import project:

  • When a journal header number is not specified, but a number sequence is specified for the journal type, the import job will automatically create journal headers per 1000 lines. For example, importing 2020 lines will result in the following three journal headers:
    • Header 1: will contain 1000 lines
    • Header 2: will contain 1000 lines
    • Header 3: will contain 20 lines
  • It is assumed that unique line information exists for each inventory dimension, which can be a product, storage, and tracking dimension. Therefore, it’s not possible to import journal lines where only the date field differs on the lines within the same import project.