Copy a batch template

1. From the Batch page in Administration, select Batch entry. The Batch Entry page appears.

2. Under Configuration, select Batch templates. The Batch Templates page appears.

3. In the Batch templates grid, select the batch template to copy.

   Note: You can limit the batch templates that appear in the Batch templates grid to those of a specific type of data. To filter the grid, select Filter and, in the Category field, select the category by which to filter the batches. To display inactive batch templates in the grid, mark Include inactive. To view the batch templates that meet the specified filters, select Apply.

4. On the action bar, select Copy. The Copy batch template screen appears.

5. Enter a unique name and description to identify the new batch template.

6. Select Save. You return to the Batch Templates page. In the Batch templates grid, the new batch template appears.

7. Edit the new batch template as necessary. For example, adjust the selected fields or field defaults. For information about how to edit a batch template, see Edit a Batch Template.