Commit Parameters Screen

Validate batch before committing

To validate the batch before you commit it to the database, mark this checkbox.

When you mark this checkbox, the program validates the batch when you select Start. 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.

Delete batch after committing

To delete the batch file after you commit it to the database, such as to reduce the size of your database, mark this checkbox.

Create exception batch

To create a new batch of all records in the batch that do not commit, mark this checkbox. When you mark this checkbox, the Exception batch number field is enabled.

If you mark Check for duplicate constituents, we recommend you also mark this checkbox. With the exception batch, you can perform a duplicate constituent check and confirm whether duplicate constituents exist in your database.

Exception batch number

If you mark Create exception batch, this field is enabled. Enter a number to help identify the exception batch. You can enter up to 100 characters in this field. The number of each exception batch must be unique.

Create control report

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

Create output Selection

To create a query of all records in the batch that commit to the database, mark this checkbox. When you mark this checkbox, the Selection name field and Overwrite existing Selection checkbox are enabled.

We recommend you create an output selection query, which you can use such as when you create a mailing for the constituents for whom you added payments in a revenue batch.

Selection name

If you mark Create output Selection, this field is enabled. Enter a name to help identify the query. You can enter up to 100 characters in this field.

Overwrite existing Selection

If you mark Create output Selection, this checkbox is enabled. To overwrite an existing output selection query with the same name, mark this checkbox.