Posts a batch of unposted invoices and credits in one operation. You choose which documents to include using the selection criteria, run the task, and the results are reported in a grid showing which documents posted and which failed. The task is reached from Sales > Tasks > Post Invoices.
Running this task requires the Invoicing System > Tasks > Posting permission at Allow level. The same gate is enforced by the server when the task runs. If you lack this permission the task does not appear in the navigator.
The form presents a Selections panel that controls which documents are posted. The available selections are supplied by the server for this task and are rendered using the shared selection-criteria controls described in Selection Criteria. A document is posted only if it matches every selection you set; leave a selection blank to place no restriction on it.
The app does not define a fixed list of criteria for this task. The Selections panel is built at run time from the server's task descriptor (returned for the INBatchPostInvoices task), so the exact fields you see are determined by the server and cannot be enumerated from the app. They may also vary by company configuration and edition. The form renders exactly the selections the server returns, so what you see is authoritative for your system.
The task runs asynchronously: after you click Run, a progress message is shown beneath the button while posting proceeds. When it finishes, the selection form is replaced by the results view. If the run fails to start, an error message is shown beneath the Run button and the selection form remains.
Once the run completes, a results screen replaces the form. It shows the criteria you ran, a grid of every document the task attempted, and a totals footer. Use Back to Selections to return to the form and run again.
| Selections summary |
A read-only echo of the selection values that produced this run, shown as chips at the top of the results. |
| Display filter |
Toggle buttons to view All, Errors only, or Success only. Each button shows the count for that group. |
| Status |
Read-only. The first column of the grid. A green tick (tooltip "Posted") marks a document that posted successfully; a red icon (tooltip "Failed") marks one that errored. Failed rows are also tinted. This column cannot be hidden. |
The grid shows Code, Document ID, Invoice No and Message by default. The Message column explains why a document failed when it errors. The remaining columns are available through the grid's column chooser:
| Code | The customer code for the document. |
| Document ID | The system identifier of the document. |
| Invoice No | The invoice number (assigned during posting if the document did not already have one). |
| Message | The outcome for the document. For failed rows this is the error reason. |
| Doc Date | The document date. Available via the column chooser. |
| Print Status | The document's print status. Available via the column chooser. |
| Gross / Gross Bs | The gross amount in the document's currency, and in base currency. Available via the column chooser. |
| Currency | The document's currency code. Available via the column chooser. |
| Sales Person Code | The sales person on the document. Available via the column chooser. |
| Branch Code / Department Code | The branch and department (Saturn editions). Available via the column chooser. |
| Quotation Reference | The quotation reference carried on the document. Available via the column chooser. |
| Category 1 / Category 2 | The document categories. Available via the column chooser. |
| Class | The document class. Available via the column chooser. |
| P/Slip Number | The packing slip number. Available via the column chooser. |
| Records | The total number of documents the task attempted. |
| Errors | The number of documents that failed to post. Shown in red when greater than zero. |
| Gross Success | The total gross amount (base currency) of the documents that posted successfully. |
| Gross Errors | The total gross amount (base currency) of the documents that failed. Shown in red when non-zero. |