To learn the recommended process for quality assurance in batch processing, see the article, How to ensure data integrity when posting a batch.
To change any of the fields in an open batch detail record (which includes batches set for review), follow these steps: Note: if this batch is closed, these numbers may not be changed.
- Use one of these options to access the batch details record:
- From the Batches page, search for the batch record, then access the batch details record by selecting the batch name.
- From the Postings page, access the batch details record by clicking the batch details button.
- If the batch count or amount is off, the program will let you know by placing a red x to the right of the field. To the left of the field, it shows the amount and or count of the postings so you know the number it's looking for.
- Click into any field that is not correct and replace the information with the correct number.
- Save the record.
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