A working container that groups many Claims through ClaimBatchLine junction rows so they can be populated and reconciled together instead of one at a time. Its PerformPopulateClaimLines action stamps ClaimBatchId and ClaimBatchLineId onto every member claim's ClaimLine rows, and its PerformReconciliation action runs the same inventory-adjustment and sale-invoice creation the single-claim path runs, then marks the batch reconciled. Despite the name it is not a transmission or submission record: no first-party code sends a batch anywhere, assigns it a document number, or tracks an acknowledgement from the principal — submission to the manufacturer is an out-of-platform or integration-flow concern.
Fields
| Field | Label | Type | Required | What it does |
|---|
ApproveAll | Approve All | Boolean | Yes | A bulk-approve flag that no code reads. The bulk approve/reject logic only recognises the flag on a Claim record, and the batch's action handler does not support an approve-all action at all, so setting this here has no effect. |
BranchId | Branch | Lookup → Branch | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DocumentDate | Document Date | Date | | |
ExternalId | External | Text, unique | | |
Id | Id | Guid | Yes | |
IsClaimLinePopulated | Claim Line Populated | Boolean | Yes | Set to true when the batch's claim lines have been linked to it. It stays false when the batch has junction rows but no matching claim lines were found, so a false value means 'nothing was linked', not necessarily 'never attempted'. |
IsReconciled | Reconciled | Boolean | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
PerformPopulateClaimLines | Perform Populate Claim Lines | Boolean | Yes | Trigger flag for the action that walks the batch's junction rows and stamps ClaimBatchId and ClaimBatchLineId onto every ClaimLine of the member claims. The service clears this flag and sets IsClaimLinePopulated when it finishes — but only if at least one line was actually matched. |
PerformReconciliation | Perform Reconciliation | Boolean | Yes | Trigger flag for the batch-level reconcile: it creates an inventory adjustment and a sale invoice from the batch's claim lines using the same rules as the single-claim path, then marks every line as reconciliation-created and flips the batch to reconciled. |
RecordTypeId | Record Type | Guid, hidden | | |
RejectAll | Reject All | Boolean | Yes | A bulk-reject flag that no code reads, for the same reason as ApproveAll on this entity: the bulk logic is implemented only for Claim records. Reject lines individually or on the member claims instead. |
Remarks | Remarks | Text | | |
Status | Status | PickList | | Batch state, with only two seeded picklist values, one of which ('Status') is a placeholder left over from setup rather than a real state. No code sets or transitions this column, so it reflects only what a user typed. Values: Status, Draft. |
SupplierAccountId | Supplier Account | Lookup → Account | | |
TotalApprovedAmount | Total Approved Amount | Currency | Yes | |
TotalApprovedQuantity | Total Approved Quantity | Decimal | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditEntity | Edit | Edit | EditEntity |
EditInLine | Edit | Edit | Edit |
EditListheader | Edit | EditInline | edit |
New | New | New | New |
Validations
| Validation | Applies to | Error message | Notes |
|---|
| XM_TotalApprovedAmountValidationRule | TotalApprovedAmount, Error | Total Approved Amount Cannot be Negative | Total Approved Amount Cannot be Negative |
| XM_TotalApprovedQuantityValidationRule | TotalApprovedQuantity, Error | Total Approved Quantity cannot be Negative | Total Approved Quantity cannot be Negative |
