Configure > Batch Type
You can use the Batch Type area to create and manage batch types within the application (Incent or Modeling).
Screen
Batch Types Screen
Displayed Columns
The following table describes the information displayed when managing batch types:
| Column | Description |
|---|---|
| Name | The name of the batch type. |
| Transaction Type | The type of transaction. |
| Date Created | The date on which the batch type was crated. |
| Created By | The person who created the batch type. |
How to…
This section describes how to manage batch types.
Display All Batch Types
Click the Setup tab, then click Configure > Batch Type in the secondary menu. The Batch Types screen appears.
• To find specific batch types, type part of the name in the Find Batch Types text box, and click the 
button. The search results appear.
• Use the page navigation buttons to navigate between the pages of batch types.
Create a Batch Type
1. Click the Setup tab, then click Configure > Batch Type in the secondary menu. The Batch Types screen appears.
2. Click the 
button. The Create Batch Type screen appears.
3. In the Name field, type the name of the batch type.
4. (Optional) In the Description field, type a detailed description of the batch type.
5. In the Transaction Type field, specify the transaction type of the batch type.
Click the Select Transaction Type button. The Select Transaction Type dialog appears. Expand a category, select the appropriate transaction type, and click the 
button.
6. Click the 
button to save the new batch type. Alternatively, click the 
button to dismiss the screen without creating the batch type.
Edit a Batch Type
1. Click the Setup tab, then click Configure > Batch Type in the secondary menu. The Batch Types screen appears.
2. Hover over the batch type, and click the Edit button that appears. The Edit Batch Type screen appears.
3. Modify the fields, as required.
4. Click the 
button. Alternatively, click the 
button to dismiss the screen without saving your changes.
Copy a Batch Type
1. Click the Setup tab, then click Configure > Batch Type in the secondary menu. The Batch Types screen appears.
2. Hover over the batch type, and click the Copy button that appears. The Copy
Batch Type screen appears with the fields already populated using values from the batch type you are copying.
3. In the Name field, type a new name for the batch type.
4. Modify any other fields, as required.
5. Click the button to save the new batch type. Alternatively, click the button to dismiss the screen without creating the batch type.
Download Audit
1. Click the Setup tab, then click Configure > Batch Type in the secondary menu. The Batch Types screen appears.
2. Hover over the batch type, and click the Download Audit button that appears.
Download the audit file to your local machine, or open the file using an available application.
Delete a Batch Type
1. Click the Setup tab, then click Configure > Batch Type in the secondary menu. The Batch Types screen appears.
2. Hover over the batch type, and click the Delete button that appears. A confirmation dialog appears.
3. Click the 
button to delete the batch type.