Processing Split Batches Using Task-Based Security with Approvals

If the split batch feature is enabled, batches are split during the workflow process based on the Threshold ID logic:

  • Transactions that do not require approval will remain in the original batch, which is immediately available for printing.
  • Transactions that require one approver are transferred to the A1 batch. The A1 batch is submitted into the workflow for approval.
  • Transactions that require two approvers are transferred to the A2 batch. The A2 batch is submitted into the workflow for approval.

When the batches are split, the naming convention changes and the original batch name is appended to include either an “A1” or an “A2”, depending on the number of approvers required. So for example, a batch named “AP JUNE” becomes either “AP JUNE-A1” or “AP JUNE-A2”. The batch name is limited to 12 characters or less.

Processing Split Batches Using Legacy Security By User ID

If the split batch feature is enabled, batches are split during the workflow process based on the following logic: If the When to Require Passwords field is set to:

  • Always One: all transactions are transferred to the A1 batch which requires one approver and the original batch is removed. The A1 batch is submitted into the workflow for approval.
  • Always Two: all transactions are transferred to the A2 batch which requires two approvers and the original batch is removed. The A2 batch is submitted into the workflow for approval.
  • One Password if Over Threshold; None if Under: all transactions with amounts over the threshold are transferred to the A1 batch which requires one approver and the original batch is available for printing without approval. The A1 batch is submitted into the workflow for approval.
  • Two Passwords if Over Threshold; One if Under: the batch is split into A1 and A2 and all transactions with amounts over the threshold are transferred to the A2 batch which requires two approvers and remaining transactions are transferred to A1 which requires one approvers. Both batches are submitted into the workflow for approval and the original batch is deleted.

When the batches are split, the naming convention changes and the original batch name is appended to include either an “A1” or an “A2”, depending on the number of approvers required. So for example, a batch named “AP JUNE” becomes either “AP JUNE-A1” or “AP JUNE-A2”. The batch name is limited to 12 characters or less.

Last modified: 2019/10/13

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