Batches Overview

A batch is a group of entries for one or more journals. A batch can include entries for general ledger, accounts payable, or accounts receivable, jobs or inventory.

Notes

Depending on the applications purchased by your company, batch-related tabs can display from eFinancials, ePO, Job Cost, or Inventory menus. Only when using Valuation for the Inventory module do batch-related tabs display.

All policies that affect eFinancials, ePO, Job Cost, and Inventory batches are set in eFinancials.

Effect of Permissions

The Approve Batches permission granted in the System module is required to approve batches for eFinancials, ePO, and Job Cost. This allows separation of batch input and approval roles. For example, you may want to set permissions so that users on site can input batches and only home office users can approve the batches.

If a user has neither of these permissions, the Approved Date and Approval Code text boxes are disabled, although an approval date and code display if the batch was approved by another user.

Auto-Approved Batches

The eDex user configuration policy, Auto-approve batches, applies when importing invoices into eFinancials via the Web Service. Use this policy to indicate whether the system is to set approval fields for imported invoice batches. The approval code for these imported batches will be AP-EDEX. Refer to eDex Help for more information (eDex—Configure Users).

Effect of Policies

Batches are also affected by Global Policies, User Policies, and Batch Restrictions.