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How can I enable a user to override a batch for a document? - Knowledgebase / SalesPad / FAQ - Cavallo Technical Support

How can I enable a user to override a batch for a document?

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You can’t override per se, but you can set the Can Forward Documents security setting to allow the user to move an item out of a batch by forwarding it to another stage in the queue:

  1. Go to Modules > Security Editor
  2. Filter to and select Sales Document Properties
  3. Make sure the box is checked, enabling Sales Document Properties
  4. Under the Misc sub-settings, select Can Change Workflow Queue and set to True
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