On the action bar of the Uncommitted batches grid, click Add. The Add a batch screen appears.

In the Batch template field, select the batch template to use. The batch template defines the fields and any default values that appear in the batch. The Batch template field displays the batch templates in the database applicable to your system role. Typically, a batch processing manager creates the batch template. When the required batch template does not appear, your organization must add it to the database.

For information about how to add a batch template, see Batch Configuration.

In the Batch number field, enter a unique number to identify the batch. Once you save a batch, you can no longer use its number for batches using the template. When you enter a number that another batch uses, and click Save, a message appears to remind you that the batch number must be unique.

Tip: When you open a batch, the batch number appears in the top corner of the screen. On the Batch Entry page, the batch number appears next to each corresponding batch in the grids.

When you select "Auto-generated" during the creation of the numbering scheme, the program uses the numbering scheme assigned to the workflow of the selected batch template to automatically generate and assign a batch number. When you use a global numbering scheme, the batch uses the next number available in the global scheme. To manually enter a new number, select Override.

In the Description field, enter a unique description to identify the batch. The description appears in the Uncommitted batches grid so you can determine the purpose of the batch before you open it.

In the Owner field, select the user who owns the batch in its initial status.

Note: The program automatically assigns the person creating the batch as the batch owner. The selected owner owns the batch in its initial status. When you update the status of a batch, you can assign the batch to a new owner. For information about how to update a batch status, see Update a Batch to the Next Workflow Status.

Select Enable auto-save to automatically save each row in the batch as you work.

Although this field is not required, we recommend you enter a projected value. When you validate the batch, you can use your projections to determine the accuracy of the data entry.

Click Save. When you leave the Owner field blank or assign ownership of the batch to yourself, the batch data entry screen appears.

• For information about how to enter data into the batch, see Batch Data Entry.

• When you assign batch ownership to another user, you return to the Uncommitted Batches tab.