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The Batch Posting screen is used to post some or all the transactions that are not yet posted. This is the same as manually posting a transaction on the screen, except that you are posting multiple transactions at a time.

 

Open the Batch Posting search screen from Sales | Batch Posting menu, and then click the Batch Post button on the integrated search grid.

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title15.3

Open the Batch Posting search screen from Sales | Batch Posting menu. 

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The Batch Posting screen is used to post some or all the transactions that are not yet posted. This is the same as manually posting a transaction on the screen, except that you are posting multiple transactions at a time.

 

Open the AR Batch Posting screen

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from Sales | Batch Posting menu.

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Field Description

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Batch Post ID - this is a read-only and system generated field.

Transaction Type - the combo list box will show different transactions such as Invoice, Credit Memo, and Payment. This will show Invoice by default.

User - this field will default to the user name of the user who is currently logged in.

Note

When the 'Allow User to Only Post Transactions they created' is enabled, changing of use is not allowed. Refer to How to Set User to Only Post Transactions they Created in Users Screen


Post Criteria - this section is used to set the criteria for posting. The options are All Record ID, By Transaction Date, and By Record ID.

    • All Transaction ID - This option will post all transactions, based on the set transaction type, that are not yet posted.
    • By Transaction Date - This option will post transactions within the provided date range.
    • By Transaction ID - This option will post transactions that are within the provided range of transaction IDs.

Selection Criteria - this section is where you can enter the date range or record number range that will be posted. If Post Criteria is By Transaction Date, this section will show a From and To date field. And, if the Post Criteria is set to By Transaction ID, this section will show a From and To transaction ID combo box field.

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The Batch Posting screen is used to post some or all the transactions that are not yet posted. This is the same as manually posting a transaction on the screen, except that you are posting multiple transactions at a time.

 

Open the AR Batch Posting screen from Accounts Receivable >  Activities > Batch Posting menu.