Post Multiple Documents at the Same Time

Instead of posting individual documents one by one, you can select multiple non-posted documents in a list for immediate posting or for batch posting according to a schedule, such as at the end of the day. This may be useful if only a supervisor can post documents created by other users or to avoid system performance issues from posting during work hours.

To post multiple purchase orders immediately

The following procedure explains how to post multiple purchase orders immediately. The steps are similar for all purchase and sales documents.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Purchase Orders, and then choose the related link.
  2. On the Purchase Orders page, proceed to select all orders to be posted:
  3. In the No. field, choose the three vertical dots to open the context menu, and then choose the Select More action.
  4. Select the check box for all the lines representing orders that you want to post at the same time.
  5. Choose the Posting action, and then choose the Post action.
  6. Choose the Yes button on the confirmation message.

To batch post multiple purchase orders

The following procedure explains how to batch post purchase orders. The steps are similar for all purchase and sales documents where the Batch Post action is available.

Note

Batch posting of documents happens in the background as defined by a job queue entry, which must first be set up. For more information, see Use Job Queues to Schedule Tasks.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Purchase Orders, and then choose the related link.

  2. On the Purchase Orders page, proceed to select all orders to be posted:

  3. In the No. field, choose the three vertical dots to open the context menu, and then choose the Select More action.

  4. Select the check box for all the lines representing orders that you want to post at the same time.

  5. Choose the Posting action, and then choose the Post Batch action.

  6. On the Batch Post Purchase Order page, fill in the fields as necessary. Hover over a field to read a short description.

    Note

    To print related reports when posting, such as the Order Confirmation report for sales orders, select the Print check box.

    In the Report Output Type field on the Sales and Receivables Setup page or Purchases and Payables Setup page, you define if the report will be printed or output as a PDF.

    Note also that direct printing to a selected printer is only possible in on-premises installations.

  7. Choose the OK button.

  8. To view potential issues that occurred during batch posting of documents, open the Error Message Register page.

The purchase orders will now be added to a dedicated job queue entry, which defines when the documents are posted. For more information, see Use Job Queues to Schedule Tasks.

If you select PDF in the Report Output Type field, successfully posted purchase orders will be available in the Report Inbox part on your Role Center.

See Also

Posting Documents and Journals
Use Job Queues to Schedule Tasks
Edit Posted Documents
Correct or Cancel Unpaid Purchase Invoices
Finding Pages and Information with Tell Me
Working with Business Central