Calculating Batch Totals

Batch totaling compares the sum of certain index fields with their expected values. It is only used for batches that have index fields for which batch totaling is specified. After all documents are processed in the Validation module, the expected value is compared to the sum of the fields as entered by the validation operator.

You specify the expected value when you create a batch for which batch totaling is required. If batch totaling is required (as specified in the batch class), you are not able to create the batch until you enter the expected batch total.

  1. Manually compute the expected value.
  2. On the Home tab, in the Batch group, click Create.
    The Create Batch window appears.
  3. Click the Totals tab and enter the expected batch total.
  4. Enter or select the other settings for the batch and click Scan.