Configure Batch Templates

On the Batch Templates page, you manage the batch templates used to create batches. Batch templates define basic information about the batch, such as fields included in the batch and default values for the fields.

When you create a batch template, you select the batch type (such as Constituent or Revenue) and a workflow. The workflow defines the process a batch goes through during the add or update process.

To access the Batch Templates page, select Batch entry in Revenue or Administration. From the Batch Entry page, select Batch templates under Configuration.

The Batch templates grid displays all batch templates currently in your database. To limit the batch templates that appear in the grid to those of a specific type of data, select Filters on the action bar. The Category field appears. In the Category field, select the category by which to filter the templates and select Apply. For example, if you manage multiple batch types and want to view only templates for constituent batches, select “Constituent” and select Apply. You can also select whether to include inactive batch templates in the grid. To update the information that appears in the grid, select Refresh on the action bar.

When you create a batch template, you select the batch type, numbering scheme, and workflow, and specify any additional fields and defaults to use in the batch’s records. From the grid, you can perform several tasks to manage your batch templates.

Tip: You can use the same batch template for multiple batches.

Tip: To help you work with Batch entry, the program provides default, basic batch templates. These batch templates provide the basic fields necessary to add information to create records. For information about the fields included in these batch templates, see Default Basic Batch Templates.