Transferring Archive Files to Batch Records (PP-PI)

Prerequisites

The header record of the batch record has been created.

Procedure

  1. As required, choose
  2. – On the initial screen for batch maintenance Environment ® Batch record ® Change header record

    – On the application menu for process orders Tools ® Process data doc. ® Batch record ® Change header record

  3. Enter the criteria for batch selection and choose Program ® Execute.
  4. Position the cursor on the batch you want to process and choose Change document.
  5. Transfer the archive file to the header record.

For more information on how to do this, see Copying an Archived Document to a Document Info Record (CA-DMS).
For batch records, you carry out all activities concerning document management in the header record.