Creating a Sales Batch

Use the Sales Batch Entry window to create a batch for equipment sales transactions. You must save quotes, orders, and back orders to a batch.

1. Select Transactions > Sales > Sales Batches.
2. Complete the following fields.
   • Batch ID
     Enter the batch ID.
   • Origin
     Enter the origin.
   • Comment
     Enter a comment.
   • Posting Date
     The system date defaults. This field is available only if your system is set up to use the batch date for posting. If this field is unavailable, the posting date from the Sales Date Entry window for each transaction will be the posting date for each transaction. The date you enter is the date the General Ledger records will use. SOP records will be updated per the document date entered in the Sales Transaction Entry window.
   • Checkbook ID
     Enter a checkbook ID.
   • Transactions
     If your system uses batch verification, enter the required number of transactions that must be entered before this batch can be posted.
   • Batch Total
     If your system uses batch verification, enter the required currency amount for all transactions you'll enter in this batch.
3. Select Save.