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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.

Note

If 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.

Note

If permission to create, delete, or reverse adjustment batches is granted, "Can edit ..." permission is automatically granted.

Can create batches

Create adjustment batches.

Note

If 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.