Full Circle View

From Batch entry, you can access several configuration tasks to ensure a consistent environment for your batch processes. 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.

Once you complete the necessary configuration options, you can begin to create and manage batches using the Uncommitted Batches and Committed Batches tabs. For information about these tabs and the tasks associated with them, see Batch Entry.

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.

From Batch search, you can search for and open a batch. Before you create and manage batches, we recommend you search for a batch to see if it already exists. You can use Batch search in Administration or from the action bar on the Batch Entry page. For more information, see Batch Search.

Import relies heavily on Batch as you must base your import on a batch template. You can work with Import tasks directly from Administration or within Batch. For more information, see Import.