How to: Batch Post 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 works in the same way as for orders.

To batch post purchase orders, invoices, and credit memos

1. In the Search box, enter Sales Orders, and then choose the related link.

2. On the Home tab, in the Process group, choose Post Batch. The batch job request window opens.

3. Specify the conditions for the batch job.

4. On the Purchase Order FastTab, you can set a filter to select specific order numbers or an interval of order numbers for the batch job to process.

5. 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 Receive 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 Receive and Invoice check boxes. For example, if eight units have been received from an order of 25 units, then the eight units will be invoiced and an additional 12 units will be received.

See Also

Other Resources

Batch Post Purchase Orders Batch Job
Batch Post Purchase Invoices Batch Job
Batch Post Purch. Credit Memos Batch Job