Managing HQ Batch Control

HQ Batch Control lists batch records across companies (open, in use, posted, canceled) and is the place to clear a batch stuck in use.

Before you start

• Confirm the user is not actively in the batch before clearing in use.

Steps

1. Open HQ Batch Control.
2. Find the batch and note its status (open, in use, posted, canceled, or posting in progress).
3. If the batch is stuck in use, clear the user from In Use/Posted By and set status to open so they can re-enter.
4. If status is posting in progress, finish posting from that module’s batch process form—do not force the batch open.
5. For posted batches with attachments enabled in company parameters, select the batch and open the paper-clip attachment to view the batch report.

Notes

• Never set a posting in progress batch back to open; complete or resolve the post first.

Tips

• Turn on attached batch reports in company parameters if you need the paper-clip audit trail.