Commit a batch to your database
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From the Batch page in Administration, click Batch entry. The Batch Entry page appears. |
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Select the Uncommitted Batches tab. |
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Under Uncommitted batches, click the double arrows next to a batch to expand its row. On the action bar, click Commit. The Commit Parameters screen appears. The default settings for commit parameters are defined on the batch template. |
Tip: On the Batch Entry page, to limit the batches that appear in the grid to those of a specific type of data, use the filters that appear above the grid.
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Under Batch commit instructions, select the options to perform during the batch committal. |
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To validate the batch before you commit it to the database, select Validate batch before committing. |
Note: When you validate a batch, the program examines all the information entered in the batch to determine whether data entry errors exist. Before you commit a batch, we recommend you validate the batch to locate any data entry errors. For information about batch validation, see Validate a Batch.
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To check for duplicate constituents, select Check for duplicate constituents. |
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To delete the batch after you commit it to the database, select Delete batch after committing. |
Note: When you select to delete a batch after you commit it to your database, you cannot reuse its batch number. Each batch number must be unique.
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To manually add an exception batch number, select Override and enter a number. An exception batch is created for all records that do not commit to the database. |
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Under Results, select how to handle the records the program commits to your database. |
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To generate a control report after you commit the batch to the database, select Create control report. The control report describes the committed batch and provides information about the records included in the batch. |
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To create a selection of all the records created in the database when you commit the batch, select Create output selection and enter a name to help identify the selection. To overwrite any existing selection of the same name, select Overwrite existing selection. |
Note: The output selection query includes only records that commit to the database. The query does not include exceptions, or records that do not commit to the database. We strongly recommend you select Create output selection. You can use this query when you create acknowledgement letters or other mailings for the constituents for whom you added payments in the batch.
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Click Start. The commit process begins. |
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When you select Validate batch before committing, the program validates the batch. When the batch validates, the program commits its records to the database. When the validation fails, a validation report appears so you can view the exceptions. |
When the process completes, the batch commit status page appears. For information about the batch commit status page, see Batch Commit Status Page.
Tip: If the batch commit process seems to stop mid-process, highlight the batch and select to resume the process. This allows the batch to continue processing.