In Batch entry, you can create and manage batches using the Uncommitted Batches and Committed Batches tabs.
Note: To access the Batch Entry page, click Batch entry in Administration and click Batch entry.
After you add a batch, you can enter or edit data using the batch data entry screen. From this screen, you enter information about each record in a separate row of the grid. The grid has the look and feel of a spreadsheet with each row in the spreadsheet representing a separate record. Within the grid, you can quickly access information about each record, add and edit records, and attach row comments using the toolbar ribbon at the top of the screen. The options on the batch data entry screen depend on the selected batch type.
Tip: There is no limit to the number of records you can enter in a batch.
You can edit a batch only when its batch workflow status enables it. For more information about batch workflows, see Configure Batch Workflows.
To enter or edit a batch for data entry, in the Uncommitted batches grid, click the double arrows next to a batch to expand its row. On the action bar, click Edit batch.
Note: Before you create and manage batches, you must first specify batch numbering schemes, workflows, and templates. For more information about these configuration tasks, see Batch Configuration.
Tip: Several reports are available to help you track the records entered in a batch and correct the exceptions generated when you commit a batch. For more information, see Batch Entry Reports.