Batch Search

Overview

The Batch Search screen provides the ability to search for all financial batches in the MIS Professional (Sales batches & Cash batches). This screen can be accessed from the Menu bar by navigating to Contracts – Batches - Batch Search .

Workflow

To search for a batch:

1. Navigate to Contract – Batches - Batch Search screen
2. Minimum criteria required to search is "Posted" field
3. Click the Play button
4. Search results will appear on the bottom grid
5. To view any details pertaining to batch, select the batch
6. Click Batch Detail Button on the footer

 

To post a batch:

1. Navigate to Contract – Batches - Batch Search screen
2. Search for the desired batch
3. Select the row for the desired batch
4. Click the Post button on the footer

 

To run an edit list for an unposted batch:

1. Navigate to Contract – Batches - Batch Search screen
2. Search for the desired unposted batch
3. Select the row for the desired unposted batch
4. Click the Edit List button on the footer

 

To view a batch report:

1. Navigate to Contract – Batches - Batch Search screen
2. Search for the desired batch
3. Select the row for the desired batch
4. Click the View Report button on the footer; you are navigated to the Reports Selection screen
5. Select the desired report. The reports listed are based on the status of the batch
6. Click the Run button on the footer
7. Click the Return button on the footer to return to the Batch Search screen