General Ledger Accounting Adjustment Batches
Adjustment Batch Management
Users who need access to view and work with Adjustment batches. They include batches with the following source codes:
Source Code | Description |
---|---|
JL | Journal entry batches |
MA | Monthly adjustment batches |
The permissions assigned on the Permissions tab apply generally to Adjustment batches. Access to JL and MA source codes must be assigned on the Associations tab.
Permission | Users in this role can. . . |
---|---|
Can view batches | View adjustment batches. NoteIf any other adjustment permission is granted, "Can view batches" is automatically granted. |
Can edit batches and generate Print Edit reports | Edit adjustment batches and generate Print Edit reports. NoteIf permission to create, delete, or reverse adjustment batches is granted, "Can edit ..." permission is automatically granted. |
Can create batches | Create adjustment batches. NoteIf permission is granted to reverse adjustment batches, the "Can create batches" permission is automatically granted as well. |
Can delete batches | Delete adjustment batches. |
Can download to Excel | Download adjustment batches to Excel. |
Can post batches and generate Post reports | Post adjustment batches created by other users (based on assigned permissions and access), and generate Post reports. |
Can post batches they created | Allows the same user to post adjustment batches they created. |
Can unlock batches | Unlock adjustment batches locked by another user. |
Can summarize batches | Summarize adjustment batches. |
Can reverse batches | Reverse adjustment batches. |