The Batch Date must be in the same Period that you want to issue plant in.

Give the batch a Reference so that it can be easily referred to.

Choose the Financial Company that owns the plant if you have more than one Financial Company.

Click Create Batch once you are finished.

Once you've created the batch, this screen is where you issue plant against jobs inside the Batch No indicated. Click the + New button to enter a new blank line.

• Date is the date of the transaction.
• Job is the Job you want to issue the plant to. This job will be charged the Cost.
• Plant is the Plant Item you want to issue. The item must be part of the same Fin Co as the batch.
• Rate Code populates the default Plant Rate Code set for the Plant item selected, but can be changed to other allowed rate codes. 
• Activity defaults based on the Plant item's default.
• Work Centre should be chosen from allowed Work Centres on the job.
• Quantity is the number of Units that you want issued.
• Unit defaults from the Rate Code used.
• Cost Rate defaults from the Rate Code used.
• Cost is the product of the Quantity and Cost Rate fields.
• Details can be entered as free text for any related details to the issue.
• Reference defaults to the Plant item's job code.

Save the screen after making any changes. Use the Assignment Bulk Issue button to navigate to the bulk issue screen (see below).

Printable reports are located in the Edit Batch window (see below).

To use Bulk Issues, Plant Assignments will need to be created first. Once they are created, select the desired Date (or date range) and Plant Assignment fields in the Filter and click Apply Filter. A date range greater than a month cannot be selected, this is to avoid generating large amounts of Plant Issues by mistake. An error message will advise 'Please specify a date range of a month or less.'

Next, ensure the Job, Activity, and Work Centre fields are correct and the Quantity matches the Unit. Tick the rightmost column for each line you want to include in the bulk issue, with the column header selecting all lines. Click the Confirm Issues button to commit the issues to the batch, and View Transactions to return to the batch details.

This window is accessible from the blue ellipsis button and shows header details about the batch, but not the contents. You can Close or mark the batch as Not For Export here, as well as in Export Control.

To view a list of the batch contents, you can click on the batch number itself in the list screen, or you can click the Print button, with the option of using the arrow next to it to choose between listing the transactions by GL Account or by Plant Item.