Creating Standard Commitments

Standard Commitment Journals can be created via the GL Standard Commitment form  This form can be accessed from the Financials menu by selecting General Ledger > GL Commitment Journals > GL Standard Commitments:

To create a new Commitment Journal select an option in the Transaction field and click on the  button:

Add further details to the fields that are not greyed out, as required, (mandatory fields are notated with a red asterisk *).

The following buttons are available:

• : Click on this button to clear the form.  The initial version of the form will be displayed allowing you to create or view another Commitment Journal.
• : Click on this button will create a Journal Lines Grid at the bottom of the form with a blank Line:

Add details to this Line (mandatory fields are notated with a red asterisk *).  Other lines can be created by clicking on the  button

• : Click on this button to create the new Commitment Journal.  New buttons will then be available at the bottom of the form:

The new buttons are detailed below:

• : Click on this button to save any further changes to the form.
• : Click on this button to delete the Commitment Journal.
• : Click on the button to complete the Commitment Journal and if it needs to be authorised the Status field will change to 'Ready for Supervisor': .  If the Journal does not need to be authorised the Status field will be changed to . 'Authorised': .  Once authorised the form will change to a 'Read Only' version.
• : Clicking on this button will open a GL Commitments Lines screen providing full details of all the Lines in the Grid. This screen is further detailed in the Commitments Line section.
• : Click on this button to see audit details of the Journal on the Audit Info screen.  This is further detailed in the Audit Info section.
• : Click on this button to add a note to the Journal.  Notes are further detailed in the Notes section.
• : Clicking on this button will open a GL Change Journal form, which will allow you to change the Department and the Section fields.  This form is further detailed in the Change Journal section.