Set Processing

A Set (batch) is a record or group of records (e.g., invoices, journal entries, budget adjustments). In BusinessPlus, Set processing is made up of three steps that enable the user to edit data entry and check for errors before the data is distributed or posted. By placing entries into a Set file, data entry is separated from the posting process.

Sets are utilized in entering transactions in various BusinessPlus processes, such as Accounts Payable, Accounts Receivable, Cancelled Checks, and Journal Entries.

STEP 1: The first step in the process is to create the dataset and enter records into that Set. This Set has a status of BE.

STEP 2: The second step is to print a Set Proof, during which the system checks the validity of entered information, money budgeted and available, duplicated entries, etc. If needed, the Set can be edited, funds transferred, entries changed in response to error messages or warnings, and the Set can be submitted to approval processes. At this point, the Set has been entered into the system but is not yet part of the posted transactions. Therefore, any changes made will not affect any other parts of the system. Step 2 can be repeated as often as necessary.

STEP 3: The third step of the process it to distribute the Set to the appropriate system. When it is distributed, the entries in the Set file are used to create records in the applicable database.