Making Batch Element Entries Using BEE

To make batch element entries using BEE, this is the overall procedure:

  1. If you want to use a concurrent process to create an identical batch line for several assignments, create an assignment set.

    See: Creating an Assignment Set

  2. If you want to create several batch lines for each assignment, create one or more customization element sets.

    Note: Each element set should contain a maximum of 20 elements since this is the limit on the number that can be viewed in the Batch Assignment Entry window (four elements on each of the five tabs).

    See: Defining an Element or Distribution Set

  3. Identify the batch, supply any external totals against which to balance it, and determine what should happen if any of the batch lines duplicate existing element entries.

    See: Entering a Batch Header

  4. Enter the batch.

    If you are using an assignment set, you enter details for one element and run a concurrent process to create identical batch lines for each assignment.

    See: Creating the Same Line for Several Assignments

    Then, if necessary, you can edit these line by line, using defaults to help you enter missing information.

    See: Creating or Editing Individual Batch Lines

    If you are using element sets, you select an assignment and element set, enter a line for each element in the set, select another assignment, repeat the process, and so on.

    See: Creating Several Lines for One Assignment

  5. Validate the batch.

    See: Validating a BEE Batch

    Note: If you have several batches to validate, transfer, or purge, you can process them in a single operation from the Batch Summary window. See: Processing Multiple BEE Batches Together.

  6. Review the results, correct any lines with a status of Error, then validate again.

    See: Reviewing BEE Process Results

  7. Transfer the batch to the HRMS Entries table.

    See: Transferring a BEE Batch

  8. Purge the batch from the BEE tables if this was not done automatically on transfer.

    See: Purging a Batch From the BEE Tables

    If you have transferred a batch, but not purged it, you can roll back the transfer if you want to remove it completely from the HRMS Entries table. See: Rolling Back a BEE Process