Edit batch properties

Edit properties allows you to make changes to the batch configuration, such as batch number and description, once you have saved it. To ensure that a batch owner has access to the batch once it is committed, select Update status to change owners instead of Edit properties. For more information, see Update a Batch to the Next Workflow Status.

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

2. Select the Uncommitted Batches tab.

3. On the action bar of the Uncommitted batches grid, select Edit, Edit properties. The Edit batch properties screen appears. For information about the items on this screen, see Add a Batch Screen.

   Note: On the Batch Entry page, you can limit the batches that appear in the Uncommitted batches grid to those of a specific type of data. To filter the grid, select the category or owner by which to filter the batches. To view the batches that meet the specified filters, select Apply.

4. Edit the information as necessary. You can mark Enable auto save if you want the batch to automatically save each row as you work.

   Note: You cannot change the batch template selected to create the batch or select to automatically generate a new number for the batch. To select a different batch template for a batch or automatically generate a new batch number, you must create a new batch.

5. Select Save. You return to the Batch Entry page.

   Note: The batch number must be unique per template. If you change the batch number to one that is used by another batch, a message appears to remind you that the batch number must be unique. Select OK and enter a new number to identify the batch.