Add a Multiple Batch Commit Process

In Batch, you can enter and update information on multiple records at once in a batch. To add or update the records in your database with the information, you must commit the batch. From the Commit Multiple Batches page, you can create a process to automatically commit multiple batches at once.

Note: On the Batch Entry page, you can commit individual batches. For information about how to commit batches individually, see Commit a Batch.

1. On the Commit Multiple Batches page, select Add on the action bar of the Multiple batch commit processes grid. The Add a multiple batch commit process screen appears. For information about the items on this screen, see Add a Multiple Batch Commit Process Screen.

2. In the Name and Description fields, enter a name and description to help identify the multiple batch commit process.

3. You can restrict the use of the process to a specific site in your organization. When you select a site, only users associated with the site can access the process. To allow users of all sites to access the process, select "All sites."

4. Under Commit criteria, select the batches to include in the multiple batch commit process. The multiple batch commit process includes all batches in the selection that can be committed.

   • To include all batches in your database that can be committed, select All committable batches.

   • To include only a selection of batches, choose Selected batches. The Selection field is enabled. In the Selection field, select the binoculars and use the Selection Search screen to find or create the selection of batches to include in the multiple batch commit process.

     Note: When you run a multiple batch commit process, it can commit only those batches you have rights to administer, as specified by the security on the batch template. If your Criteria selection includes batches you cannot commit, those batches generate exceptions when you run the process.

5. Under Commit options, specify how to handle the committal of the batches included in the process.

   • To create batches of all records in each batch that do not commit to the database, mark Create exception batches.

   • To create selections of all the records created in the database when you commit the batches, mark Create output selections.

     Note: We strongly recommend you mark Create output selections. The output selection can be very useful. For example, you can use this selection when you create acknowledgement letters or other mailings for the constituents for whom you added payments in the batch.

   • To generate a control report for each batch the process commits to the database, mark Create control reports. The control reports describe each committed batch and provide information about the records included in each batch.

   • To delete each batch after you commit them to the database, mark Delete batches after commit.

6. Select Save. You return to the Commit Multiple Batches page. In the Multiple batch commit processes grid, the new process appears.