Batch Process

Regardless of the type of batch you create, your organization goes through the same process to use Batch entry to add or update records in its database.

1. Configure the Batch Numbering Scheme.

2. Configure the Batch Workflow.

3. Configure the batch Template from a batch Type.

4. Configure a New Batch from the Batch Template.

5. Add Records to the Batch Staging Table or Tables.

6. Run Validation and Control Reports (Optional).

7. Perform Duplicate Record Check.

8. Validate the batch.

9. Commit the batch.

10. Delete the batch.