Batch Post Sales Invoices Batch Job

Posts several sales invoices at once. This can be an advantage if you have a large number of sales invoices that must be posted. Before starting the batch job, you can choose which invoices will be posted.

Important

It is important to enter all the necessary information on the sales invoices 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 invoices have been posted (for example, 9 out of 10).

You can define which invoices are included in the batch job by setting a filter on the invoice number. You can also determine how the batch job is processed by filling in the fields on the Options FastTab. Fill in the fields as follows:

Options

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 in the box if you want to replace the sales invoices' 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 sales invoices' 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 sales invoices before posting.

Tip

For more information on how to work with batch jobs, see How to: Run Batch Jobs and How to: Set Filters. For assistance in finding specific pages, see Search.