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.

Choose the icon, enter Purchase Orders, and then choose the related link.
On the Purchase Orders page, proceed to select all orders to be posted:
In the No. field, choose the three vertical dots to open the context menu, and then choose the Select More action.
Select the check box for all the lines representing orders that you want to post at the same time.
Choose the Posting action, and then choose the Post action.
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.

Choose the icon, enter Purchase Orders, and then choose the related link.
On the Purchase Orders page, proceed to select all orders to be posted:
In the No. field, choose the three vertical dots to open the context menu, and then choose the Select More action.
Select the check box for all the lines representing orders that you want to post at the same time.
Choose the Posting action, and then choose the Post Batch action.
On the Batch Post Purchase Order page, fill in the fields as necessary. Hover over a field to read a short description.
Choose the OK button.
To view potential issues that occurred during batch posting of documents, open the Error Message Register page.

Note

Posting of multiple documents might take some time and block other users. Consider enabling background posting. For more information, see Use Job Queues to Schedule Tasks.

To set up background posting with job queues

Job queues are an effective tool to schedule the running of business processes in the background, such as when multiple users are trying to post sales orders, but only one order can be processed at a time.

The following procedure explains how to set up background posting of sales orders. The steps are similar for purchasing.

Choose the icon, enter Sales & Receivables Setup, and then choose the related link.
On the Sales & Receivables Setup page, choose the Post with Job Queue check box.
Choose the Job Queue Category Code field, and then specify the SALESPOST code.

Note

Some jobs change the same data and should not run at the same time because that can cause conflicts. For example, background jobs for sales documents will try to modify the same data at the same time. Job queue categories help prevent these kinds of conflicts by ensuring that when one job is running, another job that belongs to the same job queue category will not run until it finishes. For example, a job that belongs to a Sales job queue category will wait until all other sales related jobs are done. You specify a job queue category on the Background Posting FastTab on the Sales & Receivables Setup page.

Business Central provides job queue categories for sales, purchase, and general ledger posting. We recommend that one of these, or one that you create, is always specified. If you experience failures due to conflicts, consider setting up a category for all sales, purchase, and general ledger background posting.

If you also want sales documents to be printed when they are posted, select the Post & Print with Job Queue check box on the Sales & Receivables Setup page.
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.

Important

If you set up a job that will post and print documents, and the printer displays a dialog box, such as a request for credentials or a warning about low printer ink, your document is posted but not printed. The corresponding job queue entry eventually times out and the Status field is set to Error. Accordingly, we recommend that you do not use a printer setup that requires interaction with the display of printer dialog boxes in conjunction with background posting.

Next time that you post sales documents, Business Central automatically creates a job queue entry for each document and run the jobs in the background, one by one.
To verify that the job queue is working as expected, post a sales order. For more information, see Sell Products. The sales order will now be added to a dedicated job queue entry, which defines when the documents are posted.

To view status from a sales or purchase document

If the job queue cannot post the sales order, the status is changed to Error and the sales order is added to the list of sales orders that the user must handle manually.

From the document that you have tried to post with background posting, choose the Job Queue Status field, which will contain Error.
Review the error message and fix the problem.

Alternativelly you can review on the Job Queue Log Entries page if the sales order was posted successfully. For more information, see To view status or errors in the job queue.

To create a job queue entry for batch posting of sales orders

Alternatively, you can postpone postings for when it is convenient for your organization. For example, in your business it might make sense to run certain routines when most of the data entry for the day has concluded. You can achieve this by setting the job queue up to run various batch-posting reports, such as the Batch Post Sales Orders, Batch Post Sales Invoices, and similar reports. Business Central supports background posting for all sales, purchasing, and service documents.

The following procedure shows how to set the Batch Post Sales Orders report up to automatically post sales orders at 4 PM on week days.

Choose the icon, enter Job Queue Entries, and then choose the related link.
Choose the New action.
In the Object Type to Run field, select Report.
In the Object ID to Run field, select 296, Batch Post Sales Orders.

You can also use following reports:
- 900 Batch Post Assembly Orders
- 497 Batch Post Purchase Invoices
- 496 Batch Post Purchase Orders
- 498 Batch Post Purch. Credit Memos
- 6665 Batch Post Purch. Ret. Orders
- 298 Batch Post Sales Credit Memos
- 297 Batch Post Sales Invoices
- 296 Batch Post Sales Orders
- 6655 Batch Post Sales Return Orders
- 6005 Batch Post Service Cr. Memos
- 6004 Batch Post Service Invoices
- 6001 Batch Post Service Orders
Select the Report Request Page check box.
In the Batch Post Sales Orders request page, define what is included during automatic posting of sales orders, and then choose the OK button.

Important

Remember to set strict filters; otherwise, Business Central will post all documents, even if they are not ready. Consider setting a filter on the Status field for the value Released, and a filter on the Posting Date field for the value ..today. For more information, see Sorting, Searching, and Filtering.
Select all check boxes from Run on Mondays through Run on Fridays.
In the Starting Time field, enter 4 PM.
Choose the Set Status to Ready action.

Sales orders that are within defined filters will now be posted every week day at 4 PM.

Post Multiple Documents at the Same Time

To post multiple purchase orders immediately

To batch post multiple purchase orders

Note

To set up background posting with job queues

Note

Important

To view status from a sales or purchase document

To create a job queue entry for batch posting of sales orders

Important

See Also

Note