New/Edit Journal Page
Use these instructions to create or modify a
journal entry:
1. Do one of the following to access the New or Edit Journal page:
◦ From the Journal page:
1. Enter
Journal in the
Go to box to search for the page, then select the page from the resulting list of matches. The
Journal page appears.
2. Select a SKU on the toolbar and do one of the following to open the New/Edit Journal page:
a. Click

on the toolbar to create a new journal.
b. Click

next to an existing journal to modify that journal.
◦ From the Interactive Planner Worksheet page:
1. Enter
Interactive Planner Worksheet in the
Go to box to search for the page, then select the page from the resulting list of matches. The
Interactive Planner Worksheet page appears.
2. Select a SKU on the toolbar.
3. Navigate to the Journal container.
◦ From any page that supports journals, click

next to a SKU and select
Create Journal to open the
New Journal page.
2. Enter the journal note information.
3. Save the information.
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If you are creating or modifying a journal on the Interactive Planner Worksheet, you also need to click  on the toolbar to completely save your work.
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