Posting Sales

Under the Posting menu in a sales document, you can choose between the following posting functions:

  • Post
  • Post and New
  • Post and Send
  • Preview Posting
  • Draft Invoice
  • Pro Forma Invoice
  • Test Report

When you have completed all the lines and entered all the information on the sales order, you can post it. This creates a shipment and an invoice.

When a sales order is posted, the customer's account, the general ledger, and the item ledger entries are updated.

For each sales order, a sales entry is created in the G/L Entry table. An entry is also created in the customer's account in the Cust. Ledger Entry table and a general ledger entry is created in the relevant receivables account. In addition, posting the order may result in a VAT entry and a general ledger entry for the discount amount. Whether an entry for the discount is posted depends on the contents of the Discount Posting field on the Sales & Receivables Setup page.

For each sales order line, an item ledger entry will be created in the Item Ledger Entry table (if the sales lines contain item numbers) or a general ledger entry will be created in the G/L Entry table (if the sales lines contain a general ledger account). In addition to this, sales orders are always recorded in the Sales Shipment Header and Sales Invoice Header tables.

Important

When you post an order, you can create both a shipment and an invoice. These can be done at the same time or independently. You can also create a partial shipment and a partial invoice by completing the Qty. to Ship and Qty. to Invoice fields on the individual sales order lines before you post. Note that you cannot create an invoice for something that is not shipped. That is, before you can invoice, you must have recorded a shipment, or you must choose to ship and invoice at the same time.

When the posting is completed, the posted sales lines are removed from the order. A message tells you when the posting is completed. After this, you will be able to see the posted entries in the various pages that contain posted entries, such as the Cust. Ledger Entries, G/L Entries, Item Ledger Entries, Posted Sales Shipments, and Posted Sales Invoices pages.

You can edit certain fields on posted sales documents, such as the Package Tracking No. field. For more information, see Edit Posted Documents.

See Also

Sales
Edit Posted Documents
Send Documents by Email
Correct or Cancel Unpaid Sales Invoices
Using Tell Me to Find Features and Information
Working with Business Central