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Batch processing (overview)

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.

Batch processing comprises the following activities:

  1. Select the transaction type (i.e., insert, modify, or delete) and the applicable screen.

  2. Generate an import file template.

  3. Populate the import data file.

  4. Create the command file.

  5. Execute the batch process. (you can execute from either a command prompt or the GUI.)

  6. Generate the following output files: log file, error file, and reject file. (Performed by the system.)

  7. 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:


See Also

Automatically run end-of-day processing at the end of the day

Create .BAT file to run end-of-day batch processing

Schedule batch process to run daily

Batch Process Procedures