{"id":24902,"date":"2026-07-29T11:59:37","date_gmt":"2026-07-29T11:59:37","guid":{"rendered":"https:\/\/www.greytrix.com\/middle-east\/?p=24902"},"modified":"2026-07-31T11:49:27","modified_gmt":"2026-07-31T11:49:27","slug":"user-defined-batches-and-batch-instance-management-in-sage-300-people","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/middle-east\/user-defined-batches-and-batch-instance-management-in-sage-300-people\/","title":{"rendered":"User Defined Batches and Batch Instance Management in Sage 300 People"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"24902\" class=\"elementor elementor-24902\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-acc4a17 elementor-section-content-middle elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"acc4a17\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-b87eb32\" data-id=\"b87eb32\" data-element_type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-14b7073 elementor-hidden-desktop elementor-hidden-laptop elementor-hidden-tablet elementor-hidden-mobile elementor-widget elementor-widget-text-editor\" data-id=\"14b7073\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Processing payroll for large workforces requires more than just accurate calculations \u2014 it requires a structured, efficient, and auditable method for handling bulk updates. In Sage 300 People payroll, the User Defined Batches screen and the Batch Instance Management screen work together to provide exactly this: a controlled, validated, and fully trackable approach to Sage payroll batch processing across any number of employees.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ae64c17 elementor-widget elementor-widget-heading\" data-id=\"ae64c17\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">User Defined Batches and Batch Instance Management in Sage 300 People\n<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-90a5930\" data-id=\"90a5930\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8a34436 animated-fast elementor-widget elementor-widget-image\" data-id=\"8a34436\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;,&quot;_animation_mobile&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"406\" height=\"325\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management.webp\" class=\"attachment-full size-full wp-image-24942\" alt=\"User_Defined_Batches_and_Batch_Instance_Management\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management.webp 406w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-300x240.webp 300w\" sizes=\"(max-width: 406px) 100vw, 406px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ecef6be elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"ecef6be\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-9ae0bde\" data-id=\"9ae0bde\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c6af8a4 elementor-widget elementor-widget-text-editor\" data-id=\"c6af8a4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Processing payroll for large workforces requires more than just accurate calculations \u2014 it requires a structured, efficient, and auditable method for handling bulk updates. In Sage 300 People payroll, the User Defined Batches screen and the Batch Instance Management screen work together to provide exactly this: a controlled, validated, and fully trackable approach to Sage payroll batch processing across any number of employees.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b4b7e62 elementor-widget elementor-widget-heading\" data-id=\"b4b7e62\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">User Defined Batches and Batch Instance Management in Sage 300 People<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-63c5af6 elementor-widget elementor-widget-heading\" data-id=\"63c5af6\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">What Is the User Defined Batches Screen in Sage 300 People?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-29081cb elementor-widget elementor-widget-text-editor\" data-id=\"29081cb\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>How to Access User Defined Batches<\/strong><\/p><p><strong>Navigation:<\/strong>\u00a0Utilities \u2192 Batches \u2192 User Defined Batches<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f40d450 elementor-widget elementor-widget-image\" data-id=\"f40d450\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"264\" height=\"185\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img1.webp\" class=\"attachment-full size-full wp-image-24915\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img1\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5e83178 elementor-widget elementor-widget-text-editor\" data-id=\"5e83178\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Batches -&gt;<\/strong><strong>\u00a0User Define Batches<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ecf0368 elementor-widget elementor-widget-image\" data-id=\"ecf0368\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"270\" height=\"184\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img2.webp\" class=\"attachment-full size-full wp-image-24916\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img2\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-18d8d25 elementor-widget elementor-widget-text-editor\" data-id=\"18d8d25\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>User Define Batch Screen<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ef8a0a elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"7ef8a0a\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1635\" height=\"822\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img3.webp\" class=\"attachment-full size-full wp-image-24917\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img3\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img3.webp 1635w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img3-300x151.webp 300w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img3-1024x515.webp 1024w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img3-768x386.webp 768w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img3-1536x772.webp 1536w\" sizes=\"(max-width: 1635px) 100vw, 1635px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3e986a5 elementor-widget elementor-widget-text-editor\" data-id=\"3e986a5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Click on New for creation of New Batch in User Define Template<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-03cf0ab elementor-widget elementor-widget-image\" data-id=\"03cf0ab\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"523\" height=\"121\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img4.webp\" class=\"attachment-full size-full wp-image-24918\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img4\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img4.webp 523w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img4-300x69.webp 300w\" sizes=\"(max-width: 523px) 100vw, 523px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c445367 elementor-widget elementor-widget-text-editor\" data-id=\"c445367\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Click on Next in Wizard tab<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c6e6797 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"c6e6797\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1916\" height=\"1007\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img5.webp\" class=\"attachment-full size-full wp-image-24919\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img5\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img5.webp 1916w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img5-300x158.webp 300w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img5-1024x538.webp 1024w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img5-768x404.webp 768w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img5-1536x807.webp 1536w\" sizes=\"(max-width: 1916px) 100vw, 1916px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5050114 elementor-widget elementor-widget-text-editor\" data-id=\"5050114\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Fill the details<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b8e1f7 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"7b8e1f7\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"1005\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img6.webp\" class=\"attachment-full size-full wp-image-24920\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img6\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img6.webp 1919w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img6-300x157.webp 300w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img6-1024x536.webp 1024w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img6-768x402.webp 768w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img6-1536x804.webp 1536w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d56f49e elementor-widget elementor-widget-text-editor\" data-id=\"d56f49e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Click on Next<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-18261c7 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"18261c7\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"1004\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img7.webp\" class=\"attachment-full size-full wp-image-24921\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img7\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img7.webp 1919w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img7-300x157.webp 300w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img7-1024x536.webp 1024w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img7-768x402.webp 768w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img7-1536x804.webp 1536w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bbb8b3c elementor-widget elementor-widget-text-editor\" data-id=\"bbb8b3c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Select the required field from the Available Fields tab, and it will appear on the right side under the Selected Fields tab and click on Next. <\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1d0e0b9 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"1d0e0b9\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1918\" height=\"1000\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img8.webp\" class=\"attachment-full size-full wp-image-24922\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img8\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img8.webp 1918w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img8-300x156.webp 300w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img8-1024x534.webp 1024w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img8-768x400.webp 768w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img8-1536x801.webp 1536w\" sizes=\"(max-width: 1918px) 100vw, 1918px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-32ffdc1 elementor-widget elementor-widget-text-editor\" data-id=\"32ffdc1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Click on Finish<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4397129 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"4397129\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1917\" height=\"1004\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img9.webp\" class=\"attachment-full size-full wp-image-24923\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img9\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img9.webp 1917w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img9-300x157.webp 300w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img9-1024x536.webp 1024w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img9-768x402.webp 768w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img9-1536x804.webp 1536w\" sizes=\"(max-width: 1917px) 100vw, 1917px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f3104dc elementor-widget elementor-widget-text-editor\" data-id=\"f3104dc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Click on Save in User Defined Templates<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-00dc9a7 elementor-widget__width-inherit elementor-widget elementor-widget-image\" data-id=\"00dc9a7\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"478\" height=\"120\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img10.webp\" class=\"attachment-full size-full wp-image-24924\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img10\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img10.webp 478w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img10-300x75.webp 300w\" sizes=\"(max-width: 478px) 100vw, 478px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3b54914 elementor-widget elementor-widget-heading\" data-id=\"3b54914\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">What it\u2019s used for<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d568cd elementor-widget elementor-widget-text-editor\" data-id=\"7d568cd\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>It\u2019s mainly used when you need to update or load:<\/p><ul><li>Custom earnings (e.g., bonuses, incentives)<\/li><li>Deductions (e.g., loan repayments, adjustments)<\/li><li>Once-off payments or corrections<\/li><li>Any user-defined pay elements configured in the system<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1d7abd9 elementor-widget elementor-widget-heading\" data-id=\"1d7abd9\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">How it works<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9c90971 elementor-widget elementor-widget-text-editor\" data-id=\"9c90971\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>You create a batch and give it a name\/description.<\/li><li>Add multiple employees to the batch.<\/li><li>Enter values for the relevant user-defined pay components.<\/li><li>Validate the batch for errors.<\/li><li>Post\/commit the batch so it reflects in payroll.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-21833b3 elementor-widget elementor-widget-heading\" data-id=\"21833b3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Why it\u2019s useful<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cb28719 elementor-widget elementor-widget-text-editor\" data-id=\"cb28719\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Saves time by avoiding manual entry per employee<\/li><li>Reduces errors through batch validation<\/li><li>Helps manage bulk updates in a controlled way<\/li><li>Keeps a clear audit trail of changes made<\/li><li>Simple example<\/li><\/ul><p>If you need to give a festival bonus to 200 employees, instead of updating each record individually, you:<\/p><ul><li>Create a user-defined batch<\/li><li>Add all employees<\/li><li>Enter the bonus amount<\/li><li>Validate and post<\/li><\/ul><p>That\u2019s essentially what the User Defined Batches screen is designed for.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e449573 elementor-widget elementor-widget-heading\" data-id=\"e449573\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">What is Batch Instance Management screen in Sage 300 People?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-524ad43 elementor-widget elementor-widget-text-editor\" data-id=\"524ad43\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>In Sage 300 People, the Batch Instance Management screen is used to monitor, control, and manage batches after they have been created\u2014including those from User Defined Batches and other batch processes.<\/p><p>Think of it as the control panel for all batch runs in the system.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dc257c8 elementor-widget elementor-widget-text-editor\" data-id=\"dc257c8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>How to access Batch Instance Management:<\/strong><\/p><p><strong>Navigation -&gt;<\/strong><strong> Utilities -&gt;<\/strong><strong> Batches<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-003f28d elementor-widget__width-inherit elementor-widget elementor-widget-image\" data-id=\"003f28d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"264\" height=\"185\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img11.webp\" class=\"attachment-full size-full wp-image-24925\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img11\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9ae7ac8 elementor-widget elementor-widget-text-editor\" data-id=\"9ae7ac8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Batches -&gt;<\/strong><strong> Batch Instance Management<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a399c87 elementor-widget__width-inherit elementor-widget elementor-widget-image\" data-id=\"a399c87\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"270\" height=\"184\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img12.webp\" class=\"attachment-full size-full wp-image-24926\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img12\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-622d418 elementor-widget elementor-widget-text-editor\" data-id=\"622d418\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Batch Instance Management Screen<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fca3999 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"fca3999\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1642\" height=\"830\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img13.webp\" class=\"attachment-full size-full wp-image-24927\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img13\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img13.webp 1642w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img13-300x152.webp 300w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img13-1024x518.webp 1024w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img13-768x388.webp 768w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img13-1536x776.webp 1536w\" sizes=\"(max-width: 1642px) 100vw, 1642px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e20a6be elementor-widget elementor-widget-text-editor\" data-id=\"e20a6be\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Click on Create New Batch for creation of New Batch in Batch Instance Management Template<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-506c1cf elementor-widget__width-inherit elementor-widget elementor-widget-image\" data-id=\"506c1cf\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"769\" height=\"119\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img14.webp\" class=\"attachment-full size-full wp-image-24928\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img14\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img14.webp 769w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img14-300x46.webp 300w\" sizes=\"(max-width: 769px) 100vw, 769px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8e48a26 elementor-widget elementor-widget-text-editor\" data-id=\"8e48a26\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Click on Next in Wizard tab<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7a56b34 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"7a56b34\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1210\" height=\"631\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img15.webp\" class=\"attachment-full size-full wp-image-24929\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img15\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img15.webp 1210w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img15-300x156.webp 300w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img15-1024x534.webp 1024w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img15-768x401.webp 768w\" sizes=\"(max-width: 1210px) 100vw, 1210px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9c233a7 elementor-widget elementor-widget-text-editor\" data-id=\"9c233a7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Fill the required data by selecting the batch template, batch instance type and batch filters.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2752b38 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"2752b38\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1210\" height=\"636\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img16.webp\" class=\"attachment-full size-full wp-image-24930\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img16\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img16.webp 1210w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img16-300x158.webp 300w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img16-1024x538.webp 1024w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img16-768x404.webp 768w\" sizes=\"(max-width: 1210px) 100vw, 1210px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7a10ab2 elementor-widget elementor-widget-text-editor\" data-id=\"7a10ab2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Click on Next. <\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c73f90b elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"c73f90b\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"1006\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img17.webp\" class=\"attachment-full size-full wp-image-24931\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img17\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img17.webp 1919w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img17-300x157.webp 300w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img17-1024x537.webp 1024w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img17-768x403.webp 768w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img17-1536x805.webp 1536w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-af9ddcc elementor-widget elementor-widget-text-editor\" data-id=\"af9ddcc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Select the file in import Batch by clicking on File Icon and map the data in the mentioned fields by clicking on icon mentioned in Data mapping tab and click on next.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dbda2f9 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"dbda2f9\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1919\" height=\"1009\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img18.webp\" class=\"attachment-full size-full wp-image-24932\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img18\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img18.webp 1919w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img18-300x158.webp 300w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img18-1024x538.webp 1024w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img18-768x404.webp 768w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img18-1536x808.webp 1536w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-037e100 elementor-widget elementor-widget-text-editor\" data-id=\"037e100\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Click on Finish<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89b2929 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"89b2929\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1917\" height=\"1004\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img19.webp\" class=\"attachment-full size-full wp-image-24933\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img19\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img19.webp 1917w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img19-300x157.webp 300w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img19-1024x536.webp 1024w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img19-768x402.webp 768w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img19-1536x804.webp 1536w\" sizes=\"(max-width: 1917px) 100vw, 1917px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1f44178 elementor-widget elementor-widget-text-editor\" data-id=\"1f44178\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Click on save all and verify batch by clicking on Verify batch and then process the batch by clicking on Process Batch.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d292681 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"d292681\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"769\" height=\"119\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img20.webp\" class=\"attachment-full size-full wp-image-24934\" alt=\"User_Defined_Batches_and_Batch_Instance_Management-img20\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img20.webp 769w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2026\/07\/User_Defined_Batches_and_Batch_Instance_Management-img20-300x46.webp 300w\" sizes=\"(max-width: 769px) 100vw, 769px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ca63167 elementor-widget elementor-widget-heading\" data-id=\"ca63167\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">What it does<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0e6eeae elementor-widget-laptop__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"0e6eeae\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>This screen allows you to:<\/li><li>View all batch instances (created, processed, or pending)<\/li><li>Check the status of each batch (e.g., Captured, Validated, Posted, Failed)<\/li><li>Open and review batch details<\/li><li>Re-run or reprocess failed batches<\/li><li>Cancel or delete batches (if not finalized)<\/li><li>Track who created the batch and when<\/li><li>Key components you\u2019ll see<\/li><li>Batch Name \/ Type \u2013 Identifies the batch (e.g., earnings, deductions)<\/li><li>Instance Number \u2013 Unique ID for each batch run<\/li><li>Status \u2013 Shows progress or errors<\/li><li>Created By \/ Date \u2013 Audit tracking<\/li><li>Processing Logs \/ Errors \u2013 Helps troubleshoot issues<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c67fa74 elementor-widget elementor-widget-heading\" data-id=\"c67fa74\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Why it\u2019s important<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-22dd5f1 elementor-widget-laptop__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"22dd5f1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Gives visibility and control over payroll changes<\/li><li>Helps in error handling and reprocessing<\/li><li>Ensures batches are properly validated before payroll run<\/li><li>Maintains an audit trail for compliance<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e443ac4 elementor-widget elementor-widget-heading\" data-id=\"e443ac4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Example<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9359bbf elementor-widget-laptop__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"9359bbf\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>If a bonus batch fails due to missing data:<\/li><li>Go to Batch Instance Management<\/li><li>Locate the failed batch<\/li><li>Check error logs<\/li><li>Fix the issue<\/li><li>Reprocess the batch<\/li><\/ul><p>In short, while the User Defined Batches screen is where you create batches, the Batch Instance Management screen is where you track and manage them throughout their lifecycle.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d872e52 elementor-widget elementor-widget-heading\" data-id=\"d872e52\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Conclusion:<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-552c7d1 elementor-widget-laptop__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"552c7d1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The User Defined Batches screen is used to create and capture bulk payroll inputs, while the Batch Instance Management screen is used to monitor, control, and finalize those batches. Together, they ensure efficient processing, better accuracy, and full visibility of payroll transactions from creation to completion.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-676d7a9 elementor-section-content-middle envato-kit-141-top-0 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"676d7a9\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-wide\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-04634a4\" data-id=\"04634a4\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e3dbbf0 elementor-widget elementor-widget-heading\" data-id=\"e3dbbf0\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our Partnerships<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e865781 elementor-widget-divider--view-line elementor-invisible elementor-widget elementor-widget-divider\" data-id=\"e865781\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-eef753c elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"eef753c\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-58de84b\" data-id=\"58de84b\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-cd903cf elementor-widget elementor-widget-image\" data-id=\"cd903cf\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"576\" height=\"127\" src=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2023\/08\/Our-Partners.png\" class=\"attachment-large size-large wp-image-11387\" alt=\"Our Partners\" srcset=\"https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2023\/08\/Our-Partners.png 576w, https:\/\/www.greytrix.com\/middle-east\/wp-content\/uploads\/2023\/08\/Our-Partners-300x66.png 300w\" sizes=\"(max-width: 576px) 100vw, 576px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Processing payroll for large workforces requires more than just accurate calculations \u2014 it requires a structured, efficient, and auditable method for handling bulk updates. In Sage 300 People payroll, the User Defined Batches screen and the Batch Instance Management screen work together to provide exactly this: a controlled, validated, and fully trackable approach to Sage &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.greytrix.com\/middle-east\/user-defined-batches-and-batch-instance-management-in-sage-300-people\/\"> <span class=\"screen-reader-text\">User Defined Batches and Batch Instance Management in Sage 300 People<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":24942,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-24902","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Manage User Defined Batches in Sage 300 People<\/title>\n<meta name=\"description\" content=\"Learn how to create User Defined Batches &amp; manage Batch Instances in Sage 300 People. 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