Batch Posting Purchase Orders, Invoices and Credit Memos
If you have set up a large number of purchase orders, it is an
advantage to post them with a batch job in the program. You can
have them posted at night or at another time when it is
convenient.
Batch posting of invoices and credit memos functions in the same
way as for orders.
To Batch Post Purchase Orders, Invoices and Credit Memos:
Open the Purchase Order
window. When you use the Batch Post
Purchase Orders batch job, it does not matter which order
appears here.
Click Posting, Post Batch. The batch job request window
appears.
On the Purchase Order tab,
you can set a filter to select specific order numbers or an
interval of order numbers for the batch job to process.
On the Options tab, specify
the other conditions for the batch job. For Help about a specific
field, click the field and press F1.
Click OK to start the batch
job.
When the batch job is finished, a message box displays how many
orders have been posted. If any orders have not been posted, it is
because of errors or missing information on the orders. You must
then investigate why they have not been posted. You can do this by
running the test report.
Attention
If the batch posting will include both orders
to be received and orders to be invoiced, make sure that the
Qty. to Receive and
Qty. to Invoice fields on the
orders contain the correct quantities (this could be 0) before you
post. Then, on the Options tab
for the batch job, place check marks in the Receive and Invoice fields.
Example
8 units have been received from an order of 25
units.
The order will be included in a batch posting.
In connection with the batch posting, the 8 units will be invoiced
and an additional 12 units will be received. Before posting, you
fill in these fields on the order line as follows:
Qty. to Receive: 12
Qty. to Invoice: 8
On the Options tab for the batch job, you place a
check mark in the Receive and
Invoice fields.
Purchase Order
window. When you use the Batch Post
Purchase Orders batch job, it does not matter which order
appears here.