Fields and controls
Buttons
Delete
Click this button to delete a batch.
All transactions in the batch are deleted and the batch is listed as deleted on the A/R Batch Status report. You cannot reuse the batch number.
Tip: To delete a posted batch, or to clear the data for a deleted batch, use the Clear Deleted And Posted Batches option on the A/R Clear History screen.
Create New
Click this button to open the A/R Adjustment Entry screen, which you can use to create a new adjustment batch. For more information, see Adding, Editing, or Deleting an Adjustment Batch.
Open
Click this button to open a selected batch in the main entry screen.
Post
Click this button to post the selected batch. For more information, see Posting an Adjustment Batch.
Post All
Click this button to post all unposted adjustment batches that are set Ready To Post. For more information, see Posting a Range of Batches.
Print
Click this button to print a batch listing. For more information, see Printing Batch Listings.
Batch Number
If you want the list to begin with a specific batch, specify the batch number in this field.
Ready To Post
Indicates whether a batch is ready to post. To change the setting for a batch, double-click this field.
This field has three main purposes:
- It prevents you from accidentally posting batches before they are ready.
- It lets you post a range of batches, even if batches that are not ready to post are in the range.
- It prevents you from making changes to batches that are set to Ready To Post.
- Before you can post a batch, the batch must be set to Ready To Post.
- If you are posting a single batch, you can select Ready To Post during posting.
- You cannot delete a batch for which the Ready To Post option is selected.
Show Posted and Deleted Batches
To list only batches with a status of Open or Ready To Post, clear this option.
Overview
Use this screen to:
- View a list of adjustment batches, beginning with the batch number you specify and including batches created on the Create Write-Off Batch screen. More...
- Create a new adjustment batch.
- Select an existing batch to edit or delete.
- Mark a batch Ready To Post.
- Post individual adjustment batches.
- Post all unposted batches that are set Ready To Post.
- Open the Posting Journals report for the selected batch (click the Edit
button in the Posting Sequence column). - Open the Posting Errors report for the selected batch (click the Edit button in the Number of Errors column).