Getting Started #
The Batches templates give you access to every batch table in Vista. You can import your month-end journal entries and job cost adjustments.
Two disclaimers on the Batches functionality:
- Using the Post Batch action in TAD does not attach the batch reports in HQ Batch Control. You need to post the batches in Vista if you want those reports.
- You will not have the same batch defaults that you have in Vista. There are other methods to get those values.
- TAD does not currently have all the batch default values that the standard Import module has. There are other ways to pull certain defaults and those will be called out in the templates below.
Available Templates #
- Batches – AP Payment Posting
- Batches – AP Transaction Entry
- Batches – AR Cash Receipts
- Batches – AR Invoice Entry
- Batches – CM Outstanding Entry
- Batches – CM Transfers
- Batches – EM Cost Adjustments
- Batches – EM Fuel Posting
- Batches – EM Meter Readings
- Batches – EM Miles By State
- Batches – EM Usage Posting
- Batches – EM Work Order Parts Posting
- Batches – GL Journal Transaction Entry
- Batches – IN Adjustment Entry
- Batches – IN Material Orders
- Batches – IN Material Order Confirm
- Batches – IN Production Entry
- Batches – IN Transfer Entry
- Batches – JB Interface
- Batches – JC Contract Close
- Batches – JC Cost Adjustments
- Batches – JC Cost Projections
- Batches – JC Material Use
- Batches – JC Progress Entry
- Batches – JC Revenue Adjustments
- Batches – JC Revenue Projections
- Batches – MS Ticket Entry
- Batches – PO Change Order Entry
- Batches – PO Purchase Order Entry
- Batches – PO Receipts Entry
- Batches – PR Leave Entry
- Batches – PR Timecard Entry
- Batches – SL Change Order Entry
- Batches – SL Subcontract Entry