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Administrator Guide
Last Updated: 2023-06-23
Troubleshooting: Student Financials Accounting Errors

Troubleshooting: Student Financials Accounting Errors

A journal line has an error status.

Cause
Solution
You haven't configured your student or unapplied account posting rules and ledger setup in Workday Financial Management.
Security:
Set Up: Accounting Rules
 domain in the Common Financial Management functional area.
  1. Access the
    Create Account Posting Rule Set
     task.
  2. Assign a
    Name
     and specify the
    Account Set
     you want to apply the posting rules to.
  3. Select a posting rule and click
    Edit Posting Rule
     to add posting rules.
You haven't created a ledger period for the operational journal.
  1. Access the
    Create Ledger Year and Ledger Periods
     task.
    Create ledger periods for the applicable ledger and fiscal year selected.
    Security:
    Set Up: Ledger and Book
     domain in the Common Financial Management functional area.
  2. Access the
    Update Ledger Period Status
     task for the applicable ledger period for the company.
    Set the
    Status
     of the period of the posting date to
    Open
    .
    Security:
    Process: Period End
     domain in the Common Financial Management functional area.
  3. Access the
    Fix Operational Journals With Errors
     task.
    Select the operational journals with errors that you want to post.
    Security:
    Process: Audits and Corrections
     domain in the Financial Accounting functional area.
Your fiscal period isn't available or created for that date.
  1. Access the
    Update Ledger Period Status
     task for the applicable ledger period for the company.
    Set the
    Status
     of the period of the posting date to
    Open
    .
    Security:
    Process: Period End
     domain in the Common Financial Management functional area.
  2. Access the
    Fix Operational Journals With Errors
     task.
    Select the operational journals with errors that you want to post.
    Security:
    Process: Audits and Corrections
     domain in the Financial Accounting functional area.
You haven't associated the Institution with the Company.
Security:
  • Set Up: Academic Units
     domain in the Academic Faculty functional area.
  • Set Up: Academic Structure
     domain in the Academic Foundation functional area.
Configure the
Assign Superior
 business process and security policy in the Organizations and Roles functional area.
  1. Access the
    Create Academic Unit
     task.
  2. Enter the company associated with the Institution.