You are here: Batch Entry > Batch Data Entry > Batch Data Entry Tasks > Customize the Fields in a Batch > Customize the fields in a batch

Customize the fields in a batch

1. On the batch data entry screen, select Configuration, Customize fields for batch from the menu bar. The Customize fields for batch screen appears. For information about the items on this screen, see Customize Fields For Batch Screen

Note: You can also access the Customize fields for batch screen when you first add the batch to the database. On the Add a batch screen, in the Batch template field, select the batch template to customize and click Field options.

2. To change the default settings of a field in the batch, select the field in the Selected fields grid and, in the Field defaults frame, select its default setting.
3. Add or remove fields in the batch or adjust the order of the fields in the batch as necessary.
To add a field to the batch, select the field in the Available Fields box and click the right arrow button. The field appears in the Selected Fields grid. To set a default setting for the field, select it in the grid and, in the Field defaults frame, select its default setting.
To remove a field from the batch, select the field in the Selected Fields grid and click the left arrow button. The field is enabled in the Available Fields box and no longer appears in the Selected Fields grid.
To adjust the order of new or existing fields in the batch, select the field to move in the Selected Fields grid and click the up or down arrow button.
4. Click Save. You return to the batch data entry screen.