Batch Post Service Orders Batch Job

Use the Batch Post Service Orders batch job to post several service orders at once. This can be an advantage if you have a large number of service orders that must be posted. You can select the orders to be posted and specify their priority before starting the batch job.

Attention

It is important to enter all the necessary information on the service orders before they are batch posted. Otherwise, they might not be posted. When the batch job has finished posting, a message is displayed showing how many of the service orders have been posted (for example, 9 out of 10).

To run the batch job, open the Service Order window and then click Posting, Post Batch.

You can define which orders are included in the report by setting filters. You can set additional fields on the tab by clicking the Field field, then clicking the AssistButton that appears to the right. Fill in the fields as follows:

Service Order tab

No.: Here you can select the service order numbers that you want to include in the batch job. To see the existing service order numbers, click the Filter field, then click the AssistButton that appears to the right.

Status: Here you can specify the status of the service orders that you want the batch job to process. If you leave the field blank, the batch job will post all service orders. To see the existing status, click the Filter field, then click the AssistButton to the right of the field.

Priority: Here you can select the service orders that you want to include in the batch job, based on their priority. To see the existing priorities, click the Filter field, then click the AssistButton that appears to the right.

Click the up-arrow at the lower left-hand corner of the window to see the result of the filters that you have defined for the table.

Options tab

Ship: Specify here whether the orders will be shipped when posted. If you place a check mark in the box, it will apply to all the orders that are posted.

Invoice: Specify here whether the orders will be invoiced when posted. If you place a check mark in the box, it will apply to all the orders that are posted.

Posting Date: Enter the date that the program will use as the document and/or posting date when you post if you place a check mark in one or both of the following boxes. If the posting date or document date on a document is blank, the date in this field is used even if you have not placed a check mark in the relevant box.

Replace Posting Date: Place a check in the box if you want to replace the service orders' posting date with the date entered in the field above.

Replace Document Date: Place a check mark in the box if you want to replace the service orders' document date with the date in the Posting Date field.

Calc. Inv. Discount: Place a check mark in the box if you want the program to calculate the invoice discount amount on the service orders before posting.

Click OK to start the batch job. If you do not want to run the batch job now, click Cancel to close the window.



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