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E1: 09: Overview of Batch Approval and Post Security Setup (P00241/P0000) (Doc ID 664703.1)

Last updated on JULY 12, 2021

Applies to:

JD Edwards EnterpriseOne General Ledger - Version XE and later
Information in this document applies to any platform.

Purpose

Overview of Functionality

Batch Approval and Post Security (P00241) restricts the approval and posting of batches to certain users. You may also want to restrict unauthorized users from viewing batches other than their own in the General Journal Review program (P0011). The Batch Approval/Post Security Constants establishes User Group Authority to be implemented for the Accounts Receivable, Accounts Payable and General Ledger modules. Each system can be set independently of the other systems. Additionally, batch approval and post security is not strictly limited to financial batches. The system security also applies to batches that feed into the financial systems, such as inventory and manufacturing.

This functionality utilizes two lists of users that are defined by management to help secure the posting process:

NOTE: If a Secured User makes changes to an Approved batch, the batch is returned to a Pending Status (F0011.IST - Blank) and must be reapproved.

 

Scope

This document is intended for both Technical and Finance Functional users who will be involved in setting up of security for reviewing and posting batches in General Accounting system.

Details

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In this Document
Purpose
 Overview of Functionality
Scope
Details
 Setting up Manager Approval of Batches
 Setting Up Batch Security
 Setting up Approved by/Secured Users
 Add Approved by users
 Add Secured Users
 Printing Approved By/Secured Users
 Setting Up Workflow for Batch Approval and Post
 Workflow Functionality
 Setup
 Frequently Asked Questions
References

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