Work Flow Wizard Batch Window
Entering bills in batches is recommended. Batch mode order entry increases efficiency in tracking export errors. It provides for the use of control totals that can be very valuable in catching data entry mistakes. Batch mode data entry is also useful for grouping and reporting purposes when entering a large stack of bills from multiple accounts.
Note: Only one batch per user can be open at a time and only that user can close the batch.
The Use quick check audit option enables selection of an audit group that is run automatically for a bill each time it is saved.
Note: The Use quick check audit option cannot be set in the Work Flow Wizard when only one audit group exists in the dataset. Having more than one audit group in the dataset enables selection of the desired group using the drop-down Audit group: box.
-
Select the Enter bills in batches option to enter bills into a batch folder in Energy CAP Enterprise.
-
Select the Confirm edit/delete of bills in closed batches box to have a confirmation message window appear when users attempt to modify or delete bills in closed batches.
-
Select the Use quick check audit option to run audits automatically against bills when they are saved in the system.
-
Select an audit group from the drop-down list. Audit groups are folders containing sets of audits that you can execute simultaneously against your data.
-
After making selections, click Next. The Work Flow Wizard Approval page appears.
