Create a Build ID

A Build ID allows you to save your payment voucher selection criteria so you don’t have to recreate it each time you build payment batches.

To save the build criteria, Multi-Batch Management uses a window based on Dynamics GP’s Build Payment Batch window. However, there are a few differences, as the selection criteria entered in the Build Maintenance window will be saved so it can be applied repeatedly to different checkbooks, across companies, over time.

*To access the Build Maintenance window, go to the Mekorma Area Page > Setup > System > Multi-Batch Management Build Maintenance

1. Open the Build Maintenance window.

2. Type in the name and description (optional) of your new Build.

3. Select build criteria using the drop-down menu. Multiple selections can be inserted:

• Vendor ID
• Vendor Name
• Class ID
• Payment Priority
• Voucher Number
• Document Number
• Payment Number
• Due Date / Discount Date Cutoff
• Document Currency

4. Use the look-up to define the parameters of chosen criteria.

5. Click Insert to add selected criteria.

6. Save your Build ID. This set of criteria can now be added to a Process ID to automate the batch building process.