Validate the Data Entry of a Batch

When you validate When you validate a batch, the program examines all the information entered in the batch to determine whether data entry errors exist. Before you update the status of a batch, we recommend you validate the batch to locate any data entry errors. When the program finishes its batch validation, a message appears to tell you the results of the validation. For each data entry error found, an exception is created and appears on the batch data entry screen. To submit or approve the batch without difficulty, correct any exceptions found. a batch, the program examines all the information entered in the batch to determine whether data entry errors exist.

Before you update the status of a batch, we recommend you validate the batch to locate any data entry errors. When the program finishes its batch validation, a message appears to tell you the results of the validation. For each data entry error found, an exception is created and appears on the batch data entry screen.

To submit or approve the batch without difficulty, correct any exceptions found.

1. On the batch data entry screen, select Validate from the toolbar. The program automatically searches the data entry for exceptions.

   Note: For revenue batches, Validate appears on the Main tab of the toolbar.

   Tip: To quickly perform tasks on the toolbar ribbon using your keyboard, select Ctrl + M. Shortcut keys are then displayed over each feature that is available in the current view. To access a task, select the corresponding letter. To exit the shortcut key display mode, select Esc, or simply select your mouse.

2. When the validation is complete, a message appears to inform you of the validation results.

3. Select OK. You return to the batch data entry screen.

   For rows with errors, select the red error icon to display the error message. Fields with errors display a red mark in the upper right corner of the field. You can also hover your mouse over the field to display the error message.

   Note: For a constituent or revenue batch, the validation checks data about new constituents in the batch to verify the constituents are not already in your database. When the validation finds a possible duplicate constituent, a duplicate message appears under the constituent in the grid. To view information about the possible duplicate, select the message. For information about the duplicate record check, see Resolve Duplicate Constituents in a Batch.

4. Update the batch data entry as necessary to resolve the exceptions. For more information about how to resolve exceptions, see Resolve Batch Exceptions.