Batch Transaction

This mode is identical to Single Transaction in respect to data entry. But returns a Batch Name after uploading.

Use Batch mode if your business process requires all of your transactions in the worksheet to be created in the same batch.

Select the Batch Transaction mode from the AR Invoice Wizard ribbon and click ‘Create New’ to generate the default columns.

If the user uploads transactions in a batch and then chooses to upload more transactions using the workbook without logging out, the transactions will all be assigned the next Batch Name in the sequence.

If the API rejects some records in an upload, any accepted records in the same upload will all be assigned the same Batch Name. When the errored records are fixed and uploaded, these will all be assigned the next Batch Name in the sequence.

Note – Oracle will automatically assign a Batch Name to all of these transactions. The ‘Batch Name’ column is not user enterable. Once created the Batch Name will be populated in this sheet column for reference.

Note - If you are in Batch Mode and you don’t have the following patch (20970738) applied, the follow message will present when any forms are opened, or validation or upload is performed.

Refer to section:

Single Transaction

Create and Apply Credit Memo

Apply Credit Memo

Credit Transaction