Batch Restrictions Overview

You can restrict batches in a number of ways. You can restrict a batch to one or more users so that the batch is accessible by only those users. You can add batch restrictions for bank accounts and companies entities, and properties to which you have access. You can also restrict the type of transactions allowed in the batch to one or more of these types: Invoices, Checks, Receipts, Billings, and Journal Entries.

When transactions are entered and saved, the system checks for any batch restrictions for the current user, bank account, entity, and propertyand company. The system also checks to ensure that the transaction types in the batch are allowed transaction types. If applicable restrictions are found, an error message appears.

Batch restrictions are set up on the Batches General Tab. Refer to the following rules for batch restrictions.

Depending on the applications purchased by your company, batch-related tabs can display from either eFinancials, ePO, Job Cost, or Inventory menus.

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

Administrators can gain access to restricted batches with the Override Restrictions security option. Override Restrictions provides a message to notify the user that a batch is restricted, and then allows a user with rights to override the restrictions and edit the batch. When the restrictions are overridden, all properties and entitiescompanies are available to be edited for that batch, even if the user does not have access to those properties or entitiescompanies. This does not change what properties/entitiescompanies the user does have access to within the system. The Override Restrictions permission is available for eFinancials, ePO, and Job Cost and can be set at System—Security—User Permissions—eFinancials—Batches.

For user batch restrictions, only users already included in the batch restrictions can add or remove other users. So, if you are adding a batch and want to be able to edit the user batch restrictions in the future, be sure to add yourself to the restrictions.
At any time, you can remove restrictions for any user, bank account, entity, or propertyor company that is not already associated with transactions in the batch.
If a user, bank account, entity, or propertyor company is associated with transactions in the batch, the following rules apply:

You can add restrictions only for the entities, propertiescompanies, bank accounts, or users that are associated with transactions in the batch.
You can remove a restriction for the entity, propertycompany, bank account, or user that is associated with a transaction only if you remove all other current restrictions in that category at the same time.

The batch is restricted to contain only the transaction types checked for the Allowed Transactions field, e.g., Invoices, Checks, Billings, Receipts, Journal Entries, and Inventory. By default, all transaction types are checked.

Note

If you attempt to add or remove batch restrictions that do not reflect these rules, an error message will appear when you click Save on the Batches General Tab.