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Effect of Global Policies on Select Batch

Global policies are functions that determine how eSite responds for all properties set up within the system. Often, these provide users with defaults that lighten workload and cause business data to be processed in a consistent manner. Defaults are used as place holders—automatically assigned and displayed by the system and remain until other values are specified.

Batch Creation and Use

Global batch policies affect batch creation and use. The administrator who sets up your system makes decisions about which methods work best for your unique operation. Policy selections are made on the Batch, Bulk, Transfer Tab while setting up global policies.

Defaults

The defaults on that tab assume batches are to be restricted to a particular property, the maximum number of receipts allowed per batch is 99, and only the user who created the batch can enter transactions in it.

NOTE that an administrator can change policy settings. Caution should be exercised when altering defaults or established settings, as changes can have far-reaching effects on the way the system handles batches.

See Also

Batches Overview

Batch Classes and Types

Effect of Property Policies

To Select a Cash Batch

To Add a Cash Batch

To Select an Adjustment Batch

To Add an Adjustment Batch

Select Batch Tab

Select Cash Batch Tab

Add Cash Batch Tab

Select Adjustment Batch Tab

Add Adjustment Batch Tab