Batch Configuration

In Batch entry, before you create and manage batches, we recommend you work with the following batch configuration tasks to ensure a consistent environment for your batch processes:

  • Configure a batch numbering scheme to determine how the program generates numbers to identify a batch.

  • Configure a batch workflow to determine the states the batch must complete before its records can commit to the database.

  • Configure a batch template to define basic information about the batch, such as fields included in the batch and default values for the fields.

Note: Before you work with batch configuration tasks, we recommend you review Life of a Batch.