Versions Compared

Old Version 7

changes.mady.by.user Pamela Salazar

Saved on

compared with

New Version Current

changes.mady.by.user Pamela Salazar

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Here are the steps on how to batch post transactions using the Batch Posting screen shown above:

  1. Expand Purchasing menu Click Purchasing (A/P) from the main menu and click on Batch Posting under Activities list to open the screen.

  2. Since the screen is opened under Purchasing module, transactions will be filtered by default by Voucher, Payable and Debit Memo transaction type.
    Image Added

    Note

    If "Allow User to only Post Transactions they created" option from User Security is turned On for the User, the transactions created by other users will NOT be displayed on the grid. See How to Set User to Only Post Transactions they Created in Users Screen

  3. Select the transactions you want to post and then click Post button. Batch Posting Details screen will open showing if selected transaction failed or is successfully posted.

     

Expand
title16.4 ~ 17.1

Here are the steps on how to batch post transactions using the Batch Posting screen shown above:

  1. Expand Purchasing menu and click on Batch Posting to open the screen.

  2. Since the screen is opened under Purchasing module, transactions will be filtered by default by Voucher, Payable and Debit Memo transaction type.
    Image Modified

    Note

    If "Allow User to only Post Transactions they created" option from User Security is turned On for the User, changing of user is not allowed. See How to Set User to Only Post Transactions they Created in Users Screen

  3. Select the transaction and then

...

  1. click Post

...

  1.  button. Batch Posting Details

...

  1.  screen will open showing if selected transaction failed or is successfully posted.
    Image Modified
Expand
title15.3

 Here are the steps on how to batch post transactions using the Batch Posting screen shown above:

  1. Expand Purchasing menu and click on Batch Posting to open the screen.

  2. Since the screen is opened under Purchasing module, transactions will be filtered by default by Bill, Payable and Debit Memo transaction type.

    Note

    If "Allow User to only Post Transactions they created" option from User Security is turned On for the User, changing of user is not allowed. See How to Set User to Only Post Transactions they Created in Users Screen

  3. Select the transaction and then click Post button. Batch Posting Details screen will open showing if selected transaction failed or is successfully posted.

...