Creating a Transaction Batch
You use the Transaction Batches window to enter, view, modify, or validate manual transactions. All batches of transactions, both those collected by Oracle Sales Compensation and those entered manually are displayed.
To manually enter a transaction batch:
1. Navigate to the Transaction Batches window.
By default, choose Maintain Transactions from the Salespeople menu.
2. Enter the information about this transaction.
Name: The name of the transaction batch. Enter a name that is descriptive of the transactions in this batch. For collected batches, this name is entered by Oracle Sales Compensation.
Type: The source of the transaction batch--either user-defined or collected via the API.
Date: The date this transaction batch was created, either automatically by Oracle Sales Compensation, or manually.
By User: Defaults to the userid of the person creating the batch.
3. Select a transaction batch, then choose the Transaction button to view, add, modify, or delete transactions in this batch. See Entering a Manual Transaction.
