Click this button to delete a batch. For more information, see Deleting an Invoice Batch.
Click this button to create a new batch. For more information, see Creating a New Invoice Batch.
Click this button to open a batch in the A/P Invoice Entry screen.
Click this button to post a batch. For more information, see Posting an Invoice Batch.
Click this button to post all unposted invoice batches that are set Ready To Post. For more information, see Posting a Range of Batches.
Click this button to print a batch listing. For more information, see Printing Batch Listings.
Click this button to update the information in the displayed batch list, if it has changed since you opened the screen.
For example, if you have chosen not to show posted/deleted batches and another user has posted or deleted a batch, the batch disappears from the list when you click Refresh.
Ready To Post status indicates that a batch is complete and ready for posting. Once you select the option for a batch, you cannot make further changes to the batch (unless you return the batch to Open status), although you can still look at the batch on your screen or print listings of it.
Ready To Post status has three main purposes:
- It prevents you from accidentally posting batches before they are ready.
- It lets you specify a range of batches to post that can include batches which are not ready. Only the batches with the Ready To Post option selected will be posted.
- It prevents you from making changes to batches for which the Ready To Post option is selected.
- You must assign Ready To Post status on the Invoice Batch List screen before you can post an invoice batch.
- You cannot delete a batch that is set Ready To Post.
- You can list batches on the Invoice Batch Listing by their Ready To Post status. Batches with this status are also indicated on the Batch Status report.
Overview
Note: Depending on how your system is set up, this desktop screen may also be available as a web screen. For more information, see the Web Screens Getting Started Guide or the help for Sage 300 web screens.
Use the A/P Invoice Batch List screen to:
- Display a list of posted and unposted invoice batches, beginning with the batch number you specify. More...
- Create a new invoice batch.
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Select an existing batch to edit, post, or delete.
If you try to post a batch for which you have not selected the Ready To Post option, you see a message that lets you select the option for the batch from the Invoice Batch List screen.
- Post individual batches.
- Post all unposted batches that are set Ready To Post.
- Print batch listings, batch status, posting journals, and posting error reports.