How to: Batch Post Sales Orders, Invoices, and Credit Memos
If you have set up a large number of sales orders, invoices, or credit memos, it is an advantage to post them with a batch job. 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 sales orders.
To batch post sales orders
In the Search box, enter Sales Orders, and then choose the related link.
On the Home tab, in the Process group, choose Post Batch. The batch job request window opens.
Specify the conditions for the batch job.
On the Sales Order FastTab, you can set a filter to select specific order numbers or an interval of order numbers for the batch job to process.
Choose the OK button.
When the batch job is finished, a message box displays how many orders have been posted. If some 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.
Important
If the batch posting includes both orders to be received and orders to be invoiced, make sure that the Qty. to Ship and Qty. to Invoice fields on the orders contain the correct quantities, for example 0, before you post. In the batch job request window, select the Ship and Invoice check boxes. For example, if eight units have been shipped from an order of 25 units, then the eight units will be invoiced and an additional 12 units will be shipped.
See Also
Other Resources
Batch Post Sales Orders Batch Job
Batch Post Sales Invoices Batch Job
Batch Post Sales Credit Memos Batch Job