You select this option to convert an Uncontrolled batch into a Controlled batch.
You may need to perform this function when:
upgrading IDI platform software and you want to move existing batches into Controlled Batches
a Controlled Payment Batch is accidentally deleted and you want to recover the batch.
When you select Make Controlled Batch, the Batch Number of the selected row is used to automatically create a new Accounts Receivable batch using the current date and time. This new batch includes all payments that share this Batch Number.
Notes:
The status of the new Batch is Open, and the “Do Not Post Payments Until Batch is Closed” check box is unchecked regardless of the Accounts Receivable Management default setting for this property. You can open the Edit Payments Batch window and change the check box setting if it is available.
You cannot check the box if one or more payments in the batch are already posted.
To make a controlled batch:
From the Payments window, select a row in the batch, right-click and click Make Controlled Batch. The Create Controlled Batch? dialog box is displayed.
Click Yes to create the controlled batch.
