System-generated Batches

Batch can be created either by a user, as described below, or by the StarPM system.

Batches created by the system are Approved by default, and are not available to StarPM users.

AR users can create only Batches for Receipts. The system creates a Batch whenever a user:

• Posts an Individual Receipt
• Posts an Adjustment
• Undoes an Allocation
• Allocates Batch Items after a Batch has been approved.

For individual Batch Items (Receipts, Nominal Adjustments) posted in a single session, the system automatically places any Items with matching criteria (the same Posting and Batch Date, Entity, Batch type, Bank Account and Currency) in the same Batch.