Post a Batch

Staff can post a batch so no carts or transactions can be added to the batch. When a batch is posted, the Batch Status changes to Posted and cannot be changed back to Open or Pending. Once a batch is posted, it is ready to be exported to your General Ledger.

To post batches en masse from a list view, Staff must have access to the NU.BulkBatchPost Visualforce page, but this is not required to post batches from their individual record pages.

1. In the tab bar, click 

   

   App Launcher, or in Salesforce Classic, click 

   

   Nimble AMS, Staff View, Button, All Tabs.
2. Click Batches.
3. Select a list view—like All Pending Batches.
4. Select one or more batches. 

5. Click Post.

   

   If you do not see this button, click 

   

   Show More Actions For This Record in the dropdown menu.

   

   In Salesforce Classic, clicking Post opens a new browser window.

6. Click Post Batch. When the process completes, a success message displays.

7. Click Close.

Correct an Unhealthy Batch

Staff can only post batches where Health is Healthy. If Health is Unhealthy, you must correct it before it can be posted. 

1. In the tab bar, click 

   

   , or in Salesforce Classic, click 

   

   Nimble AMS, Staff View, Button, All Tabs.
2. Click Batches.
3. Select a list view—like All Unhealthy Batches.
4. Click the Batch Id of the batch you want to correct.
5. If Cart Count is greater than 0, in the Carts-related list, review the outstanding carts. You may choose to submit the carts—to create orders—or, delete the carts.
6. If Difference Cash Value is not equal to $0.00,
   1. Click Edit. 
   2. Update Expected Total Cash Value to match Total Cash Value. 
   3. Click Save.