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Creating and Updating Batches of Element Entries

You can enter batches of element entries in the Batch Header and Batch Lines windows.


Entering a Batch Header

The header identifies the batch and determines what happens if any of the batch lines duplicate existing element entries.

To enter a batch header and control totals:

Entering Batch Lines

A batch line is one element entry for an assignment.

Use the Create Batch Lines window to create identical lines for all assignments identified by an assignment set. This is a quick way to create many lines for an element. If the input values need to vary between assignments, you can leave these blank and add them later using the Batch Lines window.

In the Batch Lines window, you can enter new lines for individual assignments, and you can view and edit lines created automatically for an assignment set. You can speed up entry of new lines by entering default input values

Note: A batch can contain lines for as many elements as you require. Lines within a batch can have different effective dates.

To navigate to these windows, first create and save a batch header in the Batch Header window. Then choose the Create Lines button (for the Create Batch Lines window) or the Lines button (for the Batch Lines window).

To enter batch lines for an assignment set:

To enter batch lines manually:

Retrieving Existing Batch Lines

Use the Batch Lines window to view existing batch lines.

To retrieve existing batch lines:

Updating a Batch

You can update a batch at any time before you transfer it. If you make any changes to a batch with the status Validated or Error, the batch status changes to Unprocessed.

See Also

Validating a BEE Batch

Transferring a BEE Batch

Purging a Batch from the BEE Tables

Rolling Back a MIX Process

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