Update a batch to the next workflow status

1. On the Batch Entry page, under the Uncommitted batches grid, click the double arrows next to a batch to expand its row. On the action bar, click Update status. The Update status screen appears.
2. In the Next step field, select the step to perform with the batch to move it to the next status. The selected batch workflow determines the options that appear in the list.
3. In the Assign to field, select the user to process the batch in the new status. The selections in this field are users with system roles that allow administrator rights to batches in the new status.
4. In the Comments field, enter any comments about the batch. For example, enter a note for the new owner about why the batch is being assigned.
5. Click Save. You return to the Batch Entry page.

Under Uncommitted batches, the Owner and Status columns display updated information about the new status.

 

 

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