Adjustment Batches Grid

Use Adjustment Batches to record billing or adjustment transactions. These are affected by both Global and Property policy selections. Use this tab to manage adjustment batches.

Batch

The batch number. Select the batch number from the grid to access the Modify Adjustment Batch Tab.

Created On

The display-only date the batch was created.

Note

For batches created by eDex, the Created On date is set to the Web server's date, if it is earlier than the property's last BOD date. Otherwise, the Created On date for the batch is the property's last BOD date.

Created By

The display-only name or ID of the person who created the batch.

Restricted

The global policy, Batches are required to be restricted to a particular property affects this field.

If the property is restricted to a particular property, Y displays in this column.

Approved On

The display-only date the batch was approved.

Approved By

The display-only name or ID of the user who approved the batch.

Approve

If the batch is unapproved, the Approve icon displays. Select it to display the Approve Adjustment Batch Tab used to approve the batch.

Display

Select the Display icon to print the selected adjustment batch to screen.

Delete

Select the Delete icon to delete the selected adjustment batch.

View/Edit

Select the View/Edit icon to display the View/Edit Transactions (Batch Details) Tab.

Show Batches

Use the Show Batches drop-down to set specific restrictions to the way batches can be viewed within the grid.

Created by—Use to view all batches created by a specified user ID or name.

Created after—Use to view all batches created after a specified date.

With transactions after—Use to view all batches containing transactions created after a specified date.

Refresh

Select the Refresh button to reset previously selected criteria/data specified using Show Batches.

Add Batch

Select the Add Batch button to add a new batch using the Add Adjustment Batch Tab.