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Effect of Global Policies on Batches

Global policies provide users with default values. Batch global polices affect batch generation, the batch approval process, and batch numbering. The administrator who sets up your system makes a decision on a method for batch generation—either manual or automatic batch generation. The choice is made on the Batch Tab while setting up global policies.

When setting up, the default is to generate batches manually. Batches are numbered automatically and set up to go through an approval process.

Notes

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

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

You can make selections that turn off some or all of these default values. However, use caution when altering defaults because the results can have far-reaching effects in the way the system handles your batches.

See Also

Batches Overview

Batches - Associated Topics