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The Select Batch feature provides the following options:
Note: Click on any one of the above links to learn more about that section.
Use the following steps to select a batch:
1. Click on the Select Batch button.
2.
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To |
Then |
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Select an existing batch |
1. If applicable, click on the Code drop-down menu to select an option.
2. Select a batch within the grid.
3. If applicable, update the Estimate Count and/or Estimate Total ($).
4. Click on the Select button to select the existing batch.
Note: To select a different Batch follow the Release Batch.
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Create a new batch |
1. Click on the New button.
2. If applicable, change the Period field.
Note: The Year field is defaulted to the current year the user is logged into and is read-only.
3. Click on the Code drop-down menu to select an option.
4. If applicable, update the Estimate Total and the Estimate Total ($) field or leave at defaulted value.
4. Click on the Accept button to accept the batch entry.
Note: To select a different batch follow the Release Batch process.
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Use the following steps to release an existing Batch:
1. Click on the Release Batch button.
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2. If applicable, in the Audit Control Exit dialog box, update the Estimate Count and/or Estimate Total ($) to ensure those fields match with the Actual Count and Actual Total ($) fields.
3. Click on the Accept button to release the Batch.
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Click on any of the following to return to the previous process being worked:
ACCOUNTS PAYABLE
•How to Perform a Final Pay Run
•How to Run an A/P Process from Payment Possibilities
ACCOUNTS RECEIVABLE
INVOICE
•How to Create an Invoice from a PO
•How to Create an Online Cheque
•How to Create a Standalone Invoice
•How to Process Online Cheques
PURCHASING
•
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