Batch Process

Regardless of the type of batch you create, your organization goes through the same process to use Batch entry to add or update records in its database.

  1. Configure the batch numbering scheme. There are two types of numbering schemes you can create. If you want to manually enter the batch number as you create batches, you must create a numbering scheme with a type of ‘Manual.’ When you create a ‘Manual’ numbering scheme, you enter the batch number for the specific batch. When you create an ‘Auto-generated’ numbering scheme, you can define the batch identifier and/or date formats, and the order in which they appear. The program will assign batch numbers for new batches automatically. For more information about batch numbering schemes, see the Batch Configuration chapter or the Batch Configuration section of the help file.

    Note: Integration batches and import batches cannot use a template that contains a ‘Manual’ numbering scheme.

  2. Configure the batch workflow. The batch workflow determines the statuses the batch must complete before its records can commit to the database. For more information about batch workflows, see the Batch Configuration chapter or the Batch Configuration section of the help file.

  3. Configure the batch template. Before you can enter data into a batch, you must create a batch template to select the batch type, numbering scheme, and workflow. You can also specify any additional fields and defaults to use in the batch’s records. You use the same batch template for multiple batches. For more information about batch templates, see the Batch Configuration chapter or the Batch Configuration section of the help file.

  4. Create an uncommitted batch. When you or the program enter data into a batch, the batch is uncommitted. You can add a batch from Batch entry, or the program can create a batch during a business process. When a batch is uncommitted, its data has not yet created or updated records in your database. You can continue to edit the data entered in an uncommitted batch or move an uncommitted batch through its workflow. For more information about uncommitted batches, see Uncommitted Batches.

  5. Once you create a batch, you can use Batch search to find it in your database. For information about Batch search, see Batch Search.

  6. Commit the batch. Once data entry and the batch workflow are complete, you can commit the batch. When you commit the batch, the program uses the data entered in the batch to create or update records in your database. Once a batch is committed, you can view information about the data that did and did not successfully create or update records in your database. For more information about committed batches, see Committed Batches.