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.
In order 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.
- In the tab bar, click App Launcher, or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.
- Click Batches.
- Select a list view—like All Pending Batches.
- Select one or more batches.
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.
Click Post Batch. When the process completes, a success message displays.
- Click Close.
Correct an Unhealthy Batch
Staff can only post batches where Health
is . If Health
is , you must correct it before it can be posted.
- In the tab bar, click , or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.
- Click Batches.
- Select a list view—like All Unhealthy Batches.
- Click the
Batch Id
of the batch you want to correct. - If
Cart Count
is greater than0
, in the Carts related list, review the outstanding carts. You may choose to submit the carts—to create orders—or, delete the carts. - If
Difference Cash Value
is not equal to$0.00
,- Click Edit.
- Update
Expected Total Cash Value
to matchTotal Cash Value
. - Click Save.