Customize the Fields in a Batch

You can customize the fields and default settings included in a batch template. You can adjust the fields and default settings when you first add the batch or during the batch data entry process.

When you create a batch template, you assign security permissions to customize fields within a batch based on system roles. When you do not have rights to customize fields within a batch, the Available field options frame is disabled, and you can only edit field defaults. For more information about batch template security, see Add a Batch Template.

1. On the batch data entry screen, select Edit, Customize fields for batch from the menu bar. The Customize fields for batch screen appears. For information about the items on this screen, see Customize Fields For Batch Screen. 

   Note: You can also access the Customize fields for batch screen when you first add the batch to the database. On the Add a batch screen, in the Batch template field, select the batch template to customize and select Field options.

2. To change the default settings of a field in the batch, select the field in the Selected fields grid and, in the Field defaults frame, select its default setting.

3. Add or remove fields in the batch or adjust the order of the fields in the batch as necessary.

   • To add a field to the batch, select the field in the Available Fields box and select the right arrow button. The field appears in the Selected Fields grid. To set a default setting for the field, select it in the grid and, in the Field defaults frame, select its default setting.

   • To remove a field from the batch, select the field in the Selected Fields grid and select the left arrow button. The field is enabled in the Available Fields box and no longer appears in the Selected Fields grid.

   • To adjust the order of new or existing fields in the batch, select the field to move in the Selected Fields grid and select the up or down arrow button.

   Note: If your organization configures multiple general ledger account systems and implements site security, the Account system field appears as an available field. To ensure transactions post to the same account system, we strongly recommend you select a default account system and hide the Account system field. If you do not select a default, the account system assigned to you is used. If a default is not assigned to you, the account system with the earliest creation date to which you have rights is used.

4. Select Save. You return to the batch data entry screen.