HELP ARTICLE

Default Batch Template for Extender


Action Name: Default Cash Receipts Batch ID

Action ID: BATCH_CASH_TMP

Solution: Default Batch Template

This action sets the Batch ID in the Cash Receipts Entry to be the User ID and User Date (YYYYMMDD) and sets the batch comment to “Auto created batch for ‘user name'”. This action fires when the Cash Receipts Entry window is opened.

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Action Name: Default GL Clearing Batch ID

Action ID: BATCH_GLCLR_TMP

Solution: Default Batch Template

This action sets the Batch ID in the Clearing Entry to be the User ID and User Date (YYYYMMDD) and sets the batch comment to “Auto created batch for ‘user name'”. This action fires when the Clearing Entry window is opened.

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Action Name: Default Assembly Batch ID

Action ID: BATCH_IVASM_TMP

Solution: Default Batch Template

This action sets the Batch ID in the Assembly Entry to be the User ID and User Date (YYYYMMDD) and sets the batch comment to “Auto created batch for ‘user name'”. This action fires when the Assembly Entry window is opened.

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Action Name: Default Item Transfer Batch ID

Action ID: BATCH_IVTRN_TMP

Solution: Default Batch Template

This action sets the Batch ID in the Item Transfer Entry to be the User ID and User Date (YYYYMMDD) and sets the batch comment to “Auto created batch for ‘user name'”.  This action fires when the Item Transfer Entry window is opened.

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Action Name: Default Item Transaction Batch ID

Action ID: BATCH_IVTRX_TMP

Solution: Default Batch Template

This action sets the Batch ID in the Item Transaction Entry to be the User ID and User Date (YYYYMMDD) and sets the batch comment to “Auto created batch for ‘user name'”.  This action fires when the Item Transaction Entry window is opened.

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Action Name: Default Manual Payment Batch ID

Action ID: BATCH_PYMNT_TMP

Solution: Default Batch Template

This action sets the Batch ID in the Payables Manual Payment Entry to be the User ID and User Date (YYYYMMDD) and sets the batch comment to “Auto created batch for ‘user name'”.  This action fires when the Payables Manual Payment Entry window is opened.

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Action Name: Default PM Transaction Batch ID

Action ID: BATCH_PM_TMP

Solution: Default Batch Template

This action sets the Batch ID in the Payables Transaction Entry to be the User ID and User Date (YYYYMMDD) and sets the batch comment to “Auto created batch for ‘user name'”.  This action fires when the Payables Transaction Entry window is opened.

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Action Name: Default RM Transaction Batch ID

Action ID: BATCH_RM_TMP

Solution: Default Batch Template

This action sets the Batch ID in the Receivables Transaction Entry to be the User ID and User Date (YYYYMMDD) and sets the batch comment to “Auto created batch for ‘user name'”.  This action fires when the Receivables Transaction Entry window is opened.

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Action Name: Default SOP Batch ID

Action ID: BATCH_SOP_TMP

Solution: Default Batch Template

This action sets the Batch ID in the Sales Transaction Entry to be the User ID and User Date (YYYYMMDD) and sets the batch comment to “Auto created batch for ‘user name'”.  This action fires when the Sales Transaction Entry window is opened.

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Note:
These templates are designed to be a starting place for your reporting needs.  While we try to make them as accurate as possible, we always recommend you check them with your data as we don’t guarantee their results.  Differences in how data is entered and used in Microsoft Dynamics GP can produce different results with these templates.

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