Modifying an Existing Batch

During the Back Pay batch processes, it is possible to save the batch at the current stage of the process and to close the Back Pay Batch Wizard screen so that the process can be resumed at a later time if necessary.

You can reopen any such batch in the Back Pay Batch Wizard screen and do any of the following:

modify any previously completed stages of the batch process
complete any stages of the batch process that are yet to be completed
release the batch for processing by the Interpreter
cancel the batch if the batch if the batch is not required to be processed.

When you reopen a saved batch in the Back Pay Batch Wizard or Retro Payee Details Wizard screen, the batch reopens at the last stage reached by the batch. For example, if the batch is a Back Pay batch and was processed as far as the Debtor Selection stage, the batch Back Pay Batch Wizard screen displays the Select Debtors screen to allow you to select the debtors to be re-billed, if necessary, and to release the batch.

Only batches that are in a status of Open can be reopened in the Back Pay Batch Wizard screen. You cannot modify batches that have been released, closed or cancelled.

To modify an existing batch, follow the procedure below.

1.

Using the Back Pay List screen, search for the relevant batch to be modified.

A list of existing batches matching the search criteria you specified are listed in the Back Pay Batch List screen.

2.

In the list of batches returned by the search, click the view button next to the batch you want to modify.

The Back Pay Batch Wizard opens and displays the screen corresponding to the last stage the batch reached.

3.

Using the Back Pay Batch Wizard modify or complete the batch process (for more information, see How to Process a Back Pay Batch). Alternatively, cancel the batch if necessary (for more information, see Cancelling a Batch).