To create a job queue entry for batch posting of sales orders
One 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 weekdays.
- 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.
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 weekday at 4 PM.
Monitor the job queue
If you set up background posting with job queues, make it a regular task to monitor the job queue to catch any issues. You can track the status in the Job Queue Entries page.