About the SL Batch Process Form
Use this form to validate and process batches created in SL.
This form can be access from the main menu or by selecting the Process batch option from the File menu of any posting forms in SL.
After the month and batch to process is specified, the Info section displays information about the batch (specifically, batch creator, creation date, batch source, and status.
To do so, click Validate. The form runs through all the data in the batch and creates Audit Reports that can be previewed and/or printed before posting the batch. It is recommended that you print the audit lists are printed before posting the batch. Once the batch is posted, the reports are no longer available.
The following audit reports are available for this module:
Batch List – Prints the audit list, depending on the batch being processed. Shows related information for each entry in the batch, in sequence order, with totals by batch sequence and batch number.
Job Cost Distribution – Prints the SL JC Change Order Distribution List or SL JC Entry Distribution List, depending on the batch source.
Error List – Displays the sequence number and error message for any entries where errors were found during validation. Errors must be corrected before posting the batch.
Once the batch is ready for processing, enter the posting date and click Post. The entries are then cleared and the batch is closed.
Clearing the Batch
Data is not updated online; therefore, you can delete it completely without affecting any modules, including the module in which you created the batch. To clear a batch table of stored data, select ‘Clear Batch’ from the File menu. The system will clear/delete all data from the batch. (Note: Previously posted transactions added to the batch are only cleared from the batch—they are not deleted.)
The Clear Batch option is disabled if the batch’s status is 4 (Posting in Progress). This is to prevent partially updated batches from being deleted should the update process be interrupted (i.e. power outage, system failure, etc.). When a batch update is interrupted, only a portion of the intended updates may occur. If a user later clears the batch, there is no way to determine the updated data.