Use this batch job to post several purchase orders at a time. This can be an advantage if you have a large number of purchase orders that must be posted. You can select the orders to be posted by filling in the No. field. Before starting the batch job, you can specify that the orders be posted as received and/or invoiced.
If an order is partially received and/or invoiced at posting, you must fill in the Qty. to Receive and/or Qty. to Invoice fields on the purchase lines before starting the batch job.
It is important to enter all the necessary information on the purchase orders before they are batch posted. Otherwise it is possible that they will not be posted. When the batch job is finished posting, a message shows how many of the purchase orders have been posted (for example, 9 out of 10).
You can define which orders are included in the batch job by setting a filter on the order number. You can set additional fields on the tab by clicking the Field field, then clicking the AssistButton that appears to the right. You can also determine how the batch job is processed by filling in the fields on the Options tab. Fill in the fields as follows:
No.: Enter the numbers of the purchase orders to be posted. If the field is not filled in, all purchase orders will be posted.
Status: Here you can specify the status of the purchase orders that you want the batch job to post. If you leave the field blank, the batch job will post all purchase orders. To see the existing status, click the Filter field, then click the AssistButton that appears to the right of the field.
Click the up-arrow at the lower left-hand corner of the window to see the result of the filters you have defined for the table.
Receive: Specify here whether the purchase orders will be received 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 purchase 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 checkmark 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 mark in the box if you want to replace the 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 purchase 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 purchase 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.