Auto Batch Options - AUTOBATCH Rule

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General Information

Default Menu Location: Maintain >> System >> Rule Maintenance >> Auto Batch Options

Function: The AutoBatch rule defines what will be processed (batches, postings, and invoices), where invoices will be printed (if not emailed or faxed), and who the summary email will go to.

The Summary email contains a list of invoices and batches that were processed.

Autobatchrule.png


Fields

Printer Code: The two digit printer ID as defined in Printer Control. Invoices that are not emailed or faxed will print on this printer.

Email Address: The Email Address of the person that will receive the autobatch summary.

Process Batches: Check this box to generate ALL batches for the CID.

Please note that at the current time there are no options as to which batches are generated. All batches will be generated by autobatch.


Process Invoices: Check this box to Auto-Process invoices generated during the batch process. See the Print Invoices page for more information on Auto-Processing invoices.

Post Batches: Check this box to post all batches that were generated.


Configure Auto Batch to Run

Make sure the AUTOBATCH setup option is turned on after you configure the rule.

To turn it on, go to: Maintain >> System >> CID Maintenance. Click the Setup Options tab and enable the AUTOBATCH setup option.

Please see the Auto Process Schedule for information on setting up auto batches to run at a specific time.