Clicking the Posting button will allow you to choose various posting functions when you post the sales order:
When you have completed all the lines and entered all the information on the sales order, you can post it, that is, create a shipment and an invoice.
When a sales order is posted, the program updates the customer's account, the general ledger application area and, if relevant, the inventory application area and warehouse application area.
For each sales order, a sales entry is created in the G/L Entry table. An entry is also created in the customer's account in the Cust. Ledger Entry table and a G/L entry is created in the relevant receivables account. In addition, posting the order may result in a VAT entry and a G/L entry for the discount amount. Whether an entry for the discount is posted depends on the contents of the Discount Posting field in the Sales & Receivables Setup table.
For each sales order line, an item ledger entry will be created in the Item Ledger Entry table (if the sales lines contain item numbers) or a G/L entry will be created in the G/L Entry table (if the sales lines contain a G/L account). If your location is set up to use bins and you have set a bin code on the sales order line, a warehouse entry will be created in the Warehouse Entry
In addition to this, sales orders are always recorded in the Sales Shipment Header and Sales Invoice Header tables.
Before you start to post, you can print a test report that contains all the information in the sales order and indicates any errors there. To print the report, choose Posting, Test Report.
When you post an order, you can create both a shipment and an invoice. These can be done simultaneously or independently.
You can also create a partial shipment and a partial invoice by completing the Qty. to Ship and/or Qty. to Invoice fields on the individual sales order lines before you post. Note that you cannot create an invoice for something that is not shipped. That is, before you can invoice, you must have recorded a shipment, or you must choose to ship and invoice at the same time.
To start posting, choose Posting, Post; or Posting, Post and Print. If you choose the second, the program will print a report at the same time as it posts. You can also choose the Post Batch function, which lets you post several orders at the same time.
When the posting is completed, the posted sales lines disappear from the order. A message tells you when the posting is completed. After this, you will be able to see the posted entries in the various windows that contain posted entries (Cust. Ledger Entry, G/L Entry, Item Ledger Entry, Warehouse Entry, Posted Sales Shipment and Posted Sales Invoice).