Modifying details of a batch

You can view and modify the selected batch details, using the Edit Batch panel on the Batches screen. The batch list remains visible while you work, allowing you to review and update batch information in context. The Edit Batch panel is displayed when:

  • You select the Edit Batch panel from the Batches screen or
  • You select one or more batches on the planning board and click Edit selected batches.

If you open the Edit Batch panel from the planning board:

  • The selected batches are displayed in the batch list.
  • The details of the first selected batch are displayed.
  • If only one batch is selected, the details of the selected batch are displayed.

If you open the Edit Batch panel from the Batches screen, the batch list is displayed, and no batch details are opened automatically.

Note: You must have the IBP_AS_Scheduler and IBP_AS_Modeler permissions to modify the details of a batch.

To modify a batch information:

  1. Open the Batches screen.
  2. Click the Edit batch in side panel icon next to the corresponding batch. The Edit Batch panel is displayed
  3. Modify the required information on the General tab. See General tab.
  4. Review the required information on the Custom fields tab. See Custom Fields tab.
  5. Click Save.