Batch processing (overview)

Note: Batch processing is usually performed by system administrators.

The following Batch Processing information is for the GUI only process. For information on using the bulk loader tool, refer to the DataLoader User Guide.

Batch processing is an automated method of inserting, updating, or deleting hundreds, or even thousands, of records in the system. Common examples include making system-wide coding changes or loading large numbers of new equipment units or parts. You can also create batch processes that run specific processing tasks on a regular basis, such as end-of-day processing.

Nearly all screens include the option to use this functionality.

You can execute the batch processing command from the GUI (graphical user interface) or a command prompt on a Windows workstation on a supported version.

Tip: Always exercise caution when using batch processing, particularly when running large-scale jobs designed to modify or delete records. You are encouraged to run batch jobs in a test database prior to running them in the actual production environment.

Batch processing comprises the following activities:

Select the transaction type (i.e., insert, modify, or delete) and the applicable screen.
Generate an import file template.
Populate the import data file.
Create the command file.
Execute the batch process. (you can execute from either a command prompt or the GUI.)
Generate the following output files: log file, error file, and reject file. (Performed by the system.)
Check the results of the batch process and, if necessary, fix and re-process rejected records.

To learn how to perform each task, click the applicable hyperlink:

Determine processing type
Create batch import template
Open import template in Excel (populate data file)
Create a command file
Execute batch processing
Review batch processing results

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Batch processing (overview)

See Also