Batch Post Purchase Orders Batch Job

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

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

Important

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

Options

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

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

Replace Posting Date: Place a check mark in the box if you want to replace the orders' 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 purchase orders' 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 purchase 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.