Add a generate revenue update batch process

1. From the Revenue page, select Generate revenue update batch under Processing. The Generate Revenue Update Batch page appears.

2. Select Add on the action bar. The Generate revenue update batch screen appears.

3. In the Name field, enter a unique name for the batch.

4. In the Batch template field, select the template for this batch. Your choices include any templates associated the Revenue Update Batch type.

5. In the Batch number field, enter a unique number to identify the batch. After you save a batch, you can no longer use its number to identify a new batch. If you enter a number that another batch uses, when you select Save, a message appears to remind you that the batch number must be unique. 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.

6. In the Description field, enter a unique description to identify the batch. The description appears in the Uncommitted batches grid so you can determine the purpose of the batch before you open it.

7. In the Owner field, select the user who owns the batch in its initial status.

   Note: The program automatically assigns the person creating the batch as the batch owner. The selected owner owns the batch in its initial status. When you update the status of a batch, you can assign the batch to a new owner. For information about how to update a batch status, see Update a Batch to the Next Workflow Status.

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

9. If the selected batch template is for a revenue batch, the Projected # and Projected amount fields are enabled. Enter the total number of payments you plan to enter in the batch and the total projected monetary value of those payments.

10. In the Revenue selection field, enter the selection that contains transaction records you want to update. You can use the Selection Search to locate an existing selection, or to add a new selection. If the selection is created from an ad-hoc query or a smart query instance, you can select the pencil icon to edit the query used to generate the selection.

11. Mark Filter selection and overwrite with new value if you are globally changing the same field on the transaction records to a new value and you want the value to be the same. When you select this option, the selection is filtered to include only the items with the current value. Do not mark this checkbox if you are editing a variety of fields with different values. When you mark this checkbox, the following fields are enabled:

    • In the Filter by field, select the field you want to change. Your choices include “Appeal,” “Campaign,” “Date,” “Designation,” and “Solicitor.”

    • In the Current value field, enter current value of the field you want to change.

    • In the Overwrite with field, enter the new value with which you want to overwrite the existing value. To make locating the field easier, you can select the magnifying glass icon to access the search screen.

12. Under Adjustment details, mark Include posted transactions if the records you are updating include transactions that have already posted. Do not mark this checkbox if you are making changes to records that have not yet posted. When you mark this checkbox, the following fields are enabled:

    • In the Adjustment date field, enter the date to associate with the adjustment to the posted transaction. If you leave this field blank, it will default to the date you run the process.

    • In the Adjustment post date field, enter the date you want the adjustment to post. If you leave this field blank, it will default to the date you run the process.

    • In the Adjustment post status field, select “Not posted” or “Do not post” as the post status for the adjustment.

    • In the Adjustment reason field, select the reason code to explain the need for the adjustment. For information about reason codes for adjustments, see the Administration section of the help file.

    • In the Adjustment details field, enter any additional information about the adjustment.

13. Select Save to save the process and return to the Generate Revenue Update Batch page. The new process appears in the grid. For information on running a Generate revenue update batch process, see Run a Generate Revenue Update Batch Process.