---
id: SCR-ACC-BAT-006
title: Batch assignment configuration
route: '/console/{tenantId}/configuration/accounting/batchAssignments'
surface: console
product_area: accounting
module: batches
revision: 1
status: draft
design_intent: proposed
implementation_evidence: observed
inference: []
source_sha:
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
  services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8
purpose: >-
  Configure business-unit document routing and evaluate examples against the
  saved priority rules.
supports:
  - JNY-ACC-BAT-003
  - CAP-ACC-BAT-011
permission: >-
  accounting.batch-assignment-settings.read; saving needs .update and removing
  needs .delete
entry_from:
  - Configuration › Accounting › Batch Assignment
  - '/console/{tenantId}/configuration/accounting/recurringBatches'
exits_to:
  - '/console/{tenantId}/configuration/accounting/recurringBatches'
displays:
  - field: >-
      Selected business-unit fallback stream, notes and priority-ordered
      criteria
    source: getBatchAssignmentSettings (DOM-ACC-BAT-001 routing settings)
  - field: 'Business-unit stream, merchant-account and bank-account choices'
    source: >-
      listRecurringBatches; the unit's merchant and bank account lists from
      Accounting configuration
  - field: >-
      Example evaluation against saved settings, showing the chosen stream and
      matching rule; disabled before initial saving
    source: evaluateBatchAssignment
actions:
  - label: Set Up Batch Assignment
    operation_id: 'none: starts the form for a unit with no settings'
    permission: accounting.batch-assignment-settings.update
    confirm: false
  - label: 'Add, edit, reorder or remove a rule'
    operation_id: 'none until saved: edits the form'
    permission: accounting.batch-assignment-settings.update
    confirm: false
  - label: Save
    operation_id: saveBatchAssignmentSettings
    permission: accounting.batch-assignment-settings.update
    confirm: false
  - label: Delete settings
    operation_id: deleteBatchAssignmentSettings
    permission: accounting.batch-assignment-settings.delete
    confirm: true
  - label: Test a Transaction
    operation_id: evaluateBatchAssignment
    permission: accounting.batch-assignment-settings.read
    confirm: false
states:
  - empty
  - loading
  - error
  - read-only
validation:
  - BR-CAP-ACC-BAT-011-01
  - BR-CAP-ACC-BAT-011-03
  - BR-CAP-ACC-BAT-011-04
  - BR-CAP-ACC-BAT-011-05
  - BR-CAP-ACC-BAT-011-06
  - BR-CAP-ACC-BAT-011-07
  - BR-CAP-ACC-BAT-011-10
  - BR-CAP-ACC-BAT-011-11
patterns:
  - Full-width PageLayout with a business-unit selector
  - RulesTable and RuleDialog for ordered routing criteria
  - TestTransactionPanel for example evaluation
  - Unsaved-edit navigation guard
component: >-
  components/configuration/batch-assignment/batch-assignment-page.tsx,
  rules-table.tsx, rule-dialog.tsx, test-transaction-panel.tsx
evidence:
  - >-
    react-console at baf6dae3: components/configuration/batch-assignment/**;
    lib/accounting/configuration/client.ts (batchAssignment);
    lib/authz/backend-aliases.ts
  - >-
    services-accounting at f47cb263:
    modules/batches/aws/api/batch-assignment-settings.routes.ts,
    batch-assignment-settings.schemas.ts
controls: [TC-IAM-001, TC-IAM-002, TC-IAM-004, TC-IAM-005, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-005, TC-AZ-006, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-TEN-004, TC-DAT-004, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001]
---

# Batch assignment configuration

## What the Screen Is For

Administrators use this page to choose a default intake stream and prioritize exceptions for new documents. The example panel helps explain existing saved routing.

## What It Shows and Lets People Do

For the selected unit, the form edits fallback stream, notes and the ordered rule list. Adding, changing, moving or removing a rule changes the draft until Save replaces the configuration. Test a Transaction evaluates the saved service record, not unsaved edits, and identifies the chosen stream and matched rule.

## States and Errors

Stale versions and invalid same-unit references produce refusals. A reader can inspect saved routing and evaluate examples but cannot save. Example testing is unavailable before initial settings exist; leaving a dirty form invokes the navigation guard.

## Patterns It Must Respect

The page uses full PageLayout width, a financial-entity selector, a rules table and dialog, a test panel and the shared unsaved-change guard. These patterns describe the current component composition.