You use this program to create General Ledger journals from the transaction journals produced in Trade Promotions.
While the transaction journals are created automatically when you successfully process a transaction in Trade Promotions, the corresponding General Ledger journal is created and posted according to your selections for Accounts Receivable on the General Ledger tab of the General Ledger Integration program. Refer to Effect of automation level selected.
The TPM GL Integration program can only be accessed if Accounts Receivable is linked to the General Ledger either in detail or in summary (General Ledger Integration).
If a General Ledger account used in this program requires General Ledger analysis (General Ledger Codes or GL Structure Definition), then the GL Analysis program is displayed when you post the transaction, enabling you to enter the analysis details or to select to enter them later (see General Ledger Integration). General Ledger analysis entries are always distributed in the local currency, irrespective of the currency in which the original transaction is processed.
| Field | Description | ||||
|---|---|---|---|---|---|
| Start Processing |
Select this to begin processing according to the Journal options you selected.
If, for Accounts Receivable, you did not select the option: Create GL journal, but you did select the option: Post GL journal (General Ledger Integration), then once the journals are created they are automatically posted into the General Ledger. You use the GL Journal Report program to generate a report of these journals. If you did not select the Post GL journal option, then you need to use the GL Journal Entry program to post the journals once they are created. |
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| Select this to print the information currently displayed in the Report pane. | |||||
| Save Form Values | This option is only enabled in Design mode (see Automation Design). Your selections are saved and applied when the program is run in automated mode. | ||||
![[Note]](images/note.png)
| Field | Description |
|---|---|
| Journal options | |
| Select single journal | Select this to process a single journal. If you do not select this option, then all TPM journals are created, or created and posted. |
| Ledger year | Indicate the General Ledger year for which you want to process the journal. |
| Ledger month | Indicate the General Ledger period for which you want to process the journal. |
| Journal | Indicate the TPM transaction journal for which you want
to create, or to create and post, the General Ledger
journal. You can select the browse icon to use the TPM Journals program to select the transaction journal you want to process. |
| After processing completed | These options are displayed within programs that can be automated. They enable you to indicate the action you want to perform once processing is complete (see Automation Design). |
The results of the processing function you selected are displayed in this pane once processing is complete (unless you enabled the option to close the application from the After processing completed section). You use this section to print or email this information.
The details of the General Ledger journal(s) created are displayed.
Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.
Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the Electronic Signatures program.
| eSignature Transaction | Description |
|---|---|
| GL Create journal from sub module |
Controls access to the creation of journals from a sub module journal. The GL integration programs which are affected by this eSignature are: AR Invoice GL Integration, AR Payments GL Integration, AP Invoice GL Integration, AP Payments GL Integration, Cash Book GL Integration, Asset GL Integration, Inventory GL Integration, TPM GL Integration, GRN GL Integration, WIP Labor GL Integration and Part Billings GL Integration. |
| GL Create and post journal from sub module |
Controls access to the creation and simultaneous posting of journals from a sub module journal. The GL integration programs which are affected by this eSignature are: AR Invoice GL Integration, AR Payments GL Integration, AP Invoice GL Integration, AP Payments GL Integration, Cash Book GL Integration, Asset GL Integration, Inventory GL Integration, TPM GL Integration, GRN GL Integration, WIP Labor GL Integration and Part Billings GL Integration. |
Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.
You can embed an Application Help Pane:
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in the main SYSPRO menu
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in any program with panes, if not using roles
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when adding a role layout in Design Mode.
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.