The procedure for editing an existing Batch of transactions is as follows:
Select Batch. Enter the Batch reference into the "Viewing Batch" box, or use the [up/down arrow keys] on the keyboard, to select, or click on the ? button for the Batch List. Click to highlight and Select [F3].
Edit [F2].
This is the option to Delete, Add transactions or Remove transactions from a Batch. However, an Edit is only permitted if the Batch is not in a Closed state. (highlighted in red at the top of the screen). If a Batch is Confirmed (green) or Open (blue), then the Edit is permitted.
To Add or Delete transactions from a Batch, Right click on the headings within either the Planned or Confirmed Transaction table.
Select either Add or Delete. If Delete has been selected, then the transaction needs to be specified by clicking to highlight, then click the Delete button. Concord will inquire as to whether you wish to proceed.
If a new transaction is required to be Added to the batch, right click on the headings within the table, select Add. This will automatically recall the Transaction List <TL>, from which the required transaction is able to be selected.
Save [F9].
Editing the Due Date and Sequence Numbers
Edit [F2].
Click on "Due Date" and change the day by using the [up/down arrow keys]. To change the month use the [up/down arrow keys + shift key] on the keyboard.
