Generate Step Update Batch Screen

Enter a unique name for the batch.

Select the batch template to use to create the batch. The batch template defines the fields and any default values used in the batch.

Typically, a batch processing manager creates the batch template. If the batch template you want does not appear, consult your batch processing manager. For information about how to add a batch template, see the Batch Configuration chapter or the Batch Configuration section of the help file.

You can adjust the fields and default settings selected for the batch template. To adjust the fields included in the selected batch template, select Field options. The Customize fields for batch screen appears.

After you add the batch to the database, you cannot change its selected batch template.

Select whether to use an automatically generated number or a custom number to identify the batch. When you open a batch, the batch number appears in the top corner of the screen. On the Batch Entry page, the batch number appears next to each corresponding batch in the grids.

If you selected “Auto-generated” when creating the number scheme, the program uses the numbering scheme assigned to the workflow of the selected batch template to automatically generate and assign a batch number. To manually enter a new number, mark Override. For information about batch numbering schemes, see the Batch Configuration chapter or the Batch Configuration section of the help file.

If you selected “Manual”, enter a unique number to identify the batch in the field. Once you save a batch, you can no longer use its batch number to identify a new batch.

After you add the batch to the database, you cannot automatically generate a new number for the batch.

Enter a description to help identify the batch and explain why you enter the records in the database. You can enter up to 255 characters in this field.

The description you enter appears in the Uncommitted batches grid so you can determine the purpose of the batch before you open it.

Select the user to process the batch in its initial status.

The user you select in this field owns the batch in its initial status. When you update the status of the batch to next status in the workflow, you can assign it to a new owner.

You can configure system alerts to automatically notify application users by email when they become batch owners. For information about how to configure system alerts for batches, see the Administration Guide.

Mark Enable auto-save if you want the batch to automatically save each row as you work.

Select the search icon to access the selection search screen. From here you can search for and select the selection of records you want to include in the process. If after selecting a selection you need to make changes, select the edit icon to open the selection and make an necessary edits.

Select the Field to update from the drop-down in the grid. Available fields are based on output fields included in the selected selection. In the Changes column of the grid, enter the new value for the related field.

You can move target dates associated with the steps included in the process backward or forward. You can select to move the dates a selected number of days, weeks, months, or years.