Batch Processing Overview

Batches are used by posting programs to record data. You can add, edit, or remove records within a batch.

Validating a Batch

• Before posting, validate the batch to check for errors.

• If no errors are found, audit reports are created (printing is recommended).

• If errors are found, an error report is generated. Correct the errors and re-validate the batch.

• Note: Access to batch processing forms does not automatically grant access to audit reports; access must be assigned via VA Report Security.

Posting a Batch

• Once data entry or edits are complete, post the batch using the Batch Process form (accessible from the File menu of the posting form).

• Transactions are only recognized after posting.

• After posting, a confirmation message appears. Close the message to return to the posting form or remain in the Batch Process form if accessed from the main menu.

Clearing a Batch

• Use Clear Batch in the File menu to remove all transactions from a batch.

  • New transactions are deleted.

  • Previously posted transactions are removed from the batch but remain in the database.

• The system creates an audit record when a batch is cleared. Use the VA 'Other Events' Statistics report to review cleared batches.

Editing Previously Posted Transactions

• Add the transaction to a current batch using Add Transaction.

• The transaction is marked In Use and cannot be edited by others until it is removed from the batch or posted.

Deleting Previously Posted Transactions

• Add the transaction to a current batch using Add Transaction.

• Set the Action field to D-Delete and post the batch.

• Using the Delete function in the menu or button only removes the transaction from the batch; it does not delete it from the database.

For details specific to each module, refer to the help for that module’s Batch Process form.