Create a Batch

Staff can manually create a batch to manage and group carts and transactions for accounting purposes. For example: Staff can add membership dues in the month of October to a specific manual batch to keep them grouped together.

1. In the tab bar, click 

   

   App Launcher, or in Salesforce Classic, click 

   

   Nimble AMS, Staff View, Button, All Tabs.
2. Click Batches.
3. Click New. 

4. In Record Type of new record, select Manual. 

5. Click Continue.

6. In Title, enter the title of the batch.

   

   Determine a standard way to name your Manual Batch to make it easier to recognize at a glance and to query. For example, combining the batch creator's initials and purpose of the batch is one form of naming. A date is not needed in the batch name because the batch date displays in the drop down.

7. In Source, select Salesforce.  

8. In entity, enter the name of the entity associated to the batch, click 

   

   Nimble AMS, Staff View, Button, Lookup, and select the entity.

9. Optionally, in Currency, select the right currency value.

   

   Note

   If you have enabled Salesforce multi-currency, Salesforce introduces the Currency field on all object layouts within your org.

   While creating a new Batch make sure to select the Currency field value that matches the Currency field value on the linked Entity record. If the Currency field value of Entity and Batch does not match, then it throws an error.

   Also, once the record is saved, you will not be allowed to edit the value of the Currency field.

   Show Me An Image

   

10. Leave Cart Count at 0. 
11. In Batch Status, select Open. 

12. In Transaction Date, enter the date to assign to the batch.

    

    Transaction Date defaults to the current date, and you have the option to change it. For example, batches can have dates in the past, or a future date. Once the date is set, it cannot be changed.

13. Leave Pending On blank because it automatically updates when Batch Status is changed to Pending.
14. Leave Posted On blank because it automatically updates when Batch Status is changed to Posted.
15. Leave Exported On blank because it automatically updates when Batch Status is changed to Exported.
16. Click Save.