Mark a Batch Template as Inactive or Active

When you mark a batch template as inactive, users can no longer use it to create batches. For example, your organization may no longer use a specific template.

To mark a batch template inactive, from the Batch Entry page in Administration, click Batch templates under Configuration. The Batch Templates page appears. In the Batch templates grid, click the double arrows next to a template to expand its row. On the action bar, click Mark inactive.

Tip: Inactive batch templates do not display in the Batch templates grid. To view them, ensure you select Include inactive as a filter.

Alternatively, you can mark an inactive batch template as active to ensure your organization can use it to create a batch. To do this, from the same action bar, click Mark active.

 

 

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