Copy/Move Transactions

Transactions in a batch can be copied to a new batch or moved to a new batch. If copied, the transactions remain in the original batch. If moved, the transactions do not remain in the original batch.

Entire batches may also be copied. For more information, see Copy a Batch.

Copy Transactions

To copy transactions, follow these steps:

Access a batch in either view or edit mode. For more information, see View a Batch and Edit a Batch.
Select the transactions that you wish to copy by clicking them. Click a row and then and drag your mouse down to copy successive rows.
Click the button. The Copy to Batch pop-up window will display.
Click the New Batch or Existing Batch radio buttons.

If you choose to create a new batch, you can type comments in the Comments and Work Unit fields (optional).
If you choose to copy the transactions to an existing batch, type the batch ID and batch number in the Batch ID fields. You can also click the Batch ID link to display a list of batches; select a batch from the list, and then click the button.

On the Batch Action Type row, select a radio button for Hold, Validate, Apply, or Release. If you choose Hold, the transactions will be copied to the indicated batch and no further processing will take place until you access the batch and choose further options. If you choose one of the other options, the transactions will be validated, applied, or released. For more information, see Validate Batch Transactions, Apply Batch Transactions, or Release a Batch.
Click the button.

If you choose Apply or Release, the T/C Lock field will become edit able. Select the field if you wish to apply the T/C Lock function. For more information, see Release a Batch.
If the transactions belong to a US/CA tariff and you choose the option of Release, the Distribution Timing field will become edit able. Choose Next Secure, Next Not Secure, or Nightly from the drop-down menu.
If the transactions belong to a US/CA or international tariff and you choose the options of Validate, Apply, or Release, the Low Fare Check field will become edit able.

Move Transactions

To move transactions, follow these steps:

Access a batch in edit mode. For more information, see Edit a Batch.
Select the transactions that you wish to move by clicking them. Click a row and then and drag your mouse down to select successive rows.
Click the button. The Move to Batch pop-up window will display.
Click the New Batch or Existing Batch radio buttons.

If you choose to create a new batch, you can type comments in the Comments and Work Unit fields (optional).
If you choose to move the transactions to an existing batch, type the batch ID and batch number in the Batch ID fields. You can also click the Batch ID link to display a list of batches; select a batch from the list, and then click the button.

On the Batch Action Type row, select a radio button for Hold, Validate, Apply, or Release. If you choose Hold, the transactions will be moved to the indicated batch and no further processing will take place until you access the batch and choose further options. If you choose one of the other options, the transactions will be validated, applied, or released. For more information, see Validate Batch Transactions, Apply Batch Transactions, or Release a Batch.
Click the button.
If you choose Apply or Release, the T/C Lock field will become edit able. Select the field if you wish to apply the T/C Lock function. For more information, see Release a Batch.
If the transactions belong to a US/CA tariff and you choose the option of Release, the Distribution Timing field will become edit able. Choose Next Secure, Next Not Secure, or Nightly from the drop-down menu.
If the transactions belong to a US/CA or international tariff and you choose the options of Validate, Apply, or Release, the Low Fare Check field will become edit able.