Commit a batch to your database

  1. From the Batch page in Administration, select Batch entry.

  2. Select the Uncommitted Batches tab.

  3. Under Uncommitted batches, select the batch to commit.

    Note: On the Batch Entry page, you can limit the batches that appear in the Uncommitted batches grid to those of a specific type of data. To filter the grid, select Filter and select the Category by which to filter the batches. To view the batches that meet the specified filter, select Apply.

  4. On the action bar, select Commit. The default setting for commit parameters are defined on the batch template. For more information, see Commit Parameters Screen.

  5. Under Batch commit instructions, select the options to perform during the batch committal.

    • To validate the batch before you commit it to the database, mark 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 more information, see Validate a Batch.

    • To delete the batch after you commit it to the database, mark Delete batch after committing.

      Note: If 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.

    • To create a batch of all records that do not commit to the database, mark Create exception batch and enter a name to identify the exception batch.

  6. Under Results, select how to handle the records the program commits to your database.

    • To generate a control report after you commit the batch to the database, mark Create control report. The control report describes the committed batch and provides information about the records included in the batch.

    • To create a selection of all the records created in the database when you commit the batch, mark Create output selection and enter a name to help identify the selection. To overwrite any existing selection of the same name, mark 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 mark 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.

  7. Select Start.

If you mark Validate batch before committing, the program validates the batch. If the batch validates, the program commits its records to the database. If the validation fails, a validation report appears so you can view the exceptions.

When the process completes, the batch commit status page appears. For more information, see Batch Commit Status Page.