View batch merge details

The Batch Merge page displays the status of the batch merge, a history of actions that were taken on the batch merge document, and a link to the document.

If you are the document owner or an administrator, you can also use this page to delete the batch merge document.

To open the Batch Merge page, navigate to Batch Merge, select the appropriate view, and then click the document name.

The following information is shown:

Field Description
Name The name of the batch merge document consists of the template that was used to merge the batch and the date and time the document was created.
Property Click to open the property where the document was created.
Merge Status Indicates the current state of the batch merge. When the document is ready to be viewed, the Merge Status will display Success. If there are several documents being merged simultaneously, the Message Status may display Queued to indicate your document is waiting to be processed.
Document Path To open the batch merge document, click the link. You can also open the document using the link in the Notes & Attachments section.
Merge Type BEO or Banquet Check
Message If any issues occurred during the batch merge, a notification message will be displayed.
Booking Click to open the booking associated with the batch. Applicable only to batch merge documents created from the Booking page.
Created By The user who created the batch merge document and the create date and time. By default, this is the owner of the document.
Owner The owner of the batch merge document. By default, this is the user who created the document; however, you can assign a new owner here. The owner of the document can modify its details and delete it.
Last Modified By The name of the user who last updated the batch merge document details and the modify date and time.
Batch Merge History Displays a history of actions taken on the batch merge document.
Notes & Attachments To open the batch merge document, click the file link.
Explore more...

Batch merge BEOs and banquet checks

Delete batch merge documents

Overview: Batch merge