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Batch Post Sales Orders Batch Job

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Posts several sales orders at once. This can be an advantage if you have a large number of sales 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 shipped and/or invoiced.

If the order is partially shipped and/or invoiced at posting, you must fill in the Qty. to Ship and/or Qty. to Invoice fields on the order lines before starting the batch job.

Important

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

You can define which orders are included in the report by setting filters. 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

Ship: Specify here whether the orders will be shipped when posted. If you place a check in the box, it will apply to all the orders that are posted.

Invoice: Specify here whether the orders will be invoiced when posted. If you place a check 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 checkmark in the relevant box.

Replace Posting Date: Place a check in the box if you want to replace the sales orders' posting date with the date entered in the field above.

Replace Document Date: Place a checkmark in the box if you want to replace the sales orders' document date with the date in the Posting Date field.

Calc. Inv. Discount: Place a checkmark in the box if you want the program to calculate the invoice discount amount on the sales orders 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.