Selecting an open batch

If you enable batch control, a batch must be selected before you can process transactions. If you do not select a batch after starting an iMIS session, the Open Batches window opens automatically when you attempt to insert or edit a transaction, so that you can select an open batch. After you select an open batch or create a new batch, the batch remains selected until you select a different batch or exit iMIS.

You can only edit transactions for the currently selected batch. If you try to edit a transaction that was entered in another batch, iMIS prompts you to switch to the originating batch.

To select an open batch

1. From AR/Cash, select Manage batches.

2. In the batch table, double-click a batch to select it.

3. (optional) Click View Batch.

   The Batch window opens, in the lower-left corner of the page.

4. Close the Manage batches window.

To find a specific open batch

1. From AR/Cash, select Manage batches.

2. Click Find.

   The Batch field becomes available for data entry. All other fields remain unavailable.

3. Enter as many characters as required to identify the batch.

4. Press Tab.

   iMIS highlights the first batch that matches the characters entered.

5. Repeat steps 3 and 4 as desired.

6. Click Save.

   iMIS cancels the find and populates the fields on the right side with the highlighted batch's data.