Moving a Batch to a different Deposit
-
Go to Stewardship > Batches and open the Batch record to be moved to a different Deposit.
-
Click Edit:
-
In the Deposit field, either clear out the Deposit value (if the desired Deposit does not yet exist) or select the desired existing Deposit to add the Batch to (use the [...] to make sure you pick the right name/date).
-
Update the Finalized Date field, if needed (remove if Deposit does not yet exist).
-
Click Save.
-
Go to Stewardship > Deposits and open the original Deposit record:
-
Go to Stewardship > Deposits and open the "new" Deposit record:
-
If needed, update any accounting systems
Un-Finalizing a Batch that was erroneously finalized
-
Go to Stewardship > Batches and open the Batch record that needs to be modified.
-
Click Edit:
-
In the Deposit field, clear out the Deposit value.
-
In the Finalized Date field, clear out the date value.
-
Click Save.
-
Open the original Deposit record:
-
If needed, update any accounting systems.