How do I access a restricted batch?

What is a restricted batch?
A restricted batch can only be accessed by the user who created it. This restriction can be applied when a batch is created in any module.

How to restrict a batch:

• Check the Restricted box in the Batch Selection form for individual batches.

• To default all batches to restricted for a user, enable the setting in Viewpoint Administration (VA) → User Profile → Info tab.

Note: If this default is set, all batches created by the user—including system-generated batches such as Inventory IN Rollup, Payroll PR to AP, SM, or AR batches—will be restricted.

• If another user attempts to access a restricted batch, they will see: “This batch is restricted!”

How to unrestrict a batch:

• Only the batch owner or the viewpointcs login can remove restrictions via HQ Batch Control. Options include:

  1. Granting temporary access to HQ Batch Control for the user to remove the restriction.

  2. Logging in as the user (with their credentials) to remove the restriction.

  3. A System Administrator can reset the user’s password in SQL if the user is no longer with the company.

  4. A fully authorized user can submit a written request to Application Support Dispatch, and a support representative can remove the restriction.

Preventing accidental restrictions:

1. On the Batch Selection screen, place the cursor in the Restricted box, press F3 to access Field Properties, and select Show on Form to remove the NULL setting. The empty box will default to NO.

2. Changing this in any module’s Batch Selection form affects all modules.

3. To hide the box system-wide, use the System Overrides tab. For a single user, they must update the setting in User Overrides.