Open Forum

When attempting to post a sales batch, it appears to process but then the status changes back to available in the Batch window. We have tried this on 2 recent batch imports. Nothing appears in Batch recovery and the transactions populate but show in "work". Any ideas on what you check for or what would be causing this?

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI
------------------------------

@Renee Boucher

What does the Batch Edit List say?  There is probably some sort of error that is preventing the transactions from being posted.

Regards

David​

------------------------------
David Musgrave MVP, GPUG All-Star

Managing Director
Winthrop Development Consultants

Perth, Western Australia

http://www.winthropdc.com
------------------------------

Original Message:
Sent: Jul 12, 2022 04:30 PM
From: Renee Boucher
Subject: Sales batch unable to post

When attempting to post a sales batch, it appears to process but then the status changes back to available in the Batch window. We have tried this on 2 recent batch imports. Nothing appears in Batch recovery and the transactions populate but show in "work". Any ideas on what you check for or what would be causing this?

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI
------------------------------

Hi David, 

Thank you, in running the report I was able to see the error and determine that the posting account default was not set. Now that it is, can we simply re-post the batch without causing duplicate transactions?

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI
------------------------------

Original Message:
Sent: Jul 13, 2022 12:35 AM
From: David Musgrave
Subject: Sales batch unable to post

@Renee Boucher

What does the Batch Edit List say?  There is probably some sort of error that is preventing the transactions from being posted.

Regards

David​

------------------------------
David Musgrave MVP, GPUG All-Star

Managing Director
Winthrop Development Consultants

Perth, Western Australia

http://www.winthropdc.com

Original Message:
Sent: Jul 12, 2022 04:30 PM
From: Renee Boucher
Subject: Sales batch unable to post

When attempting to post a sales batch, it appears to process but then the status changes back to available in the Batch window. We have tried this on 2 recent batch imports. Nothing appears in Batch recovery and the transactions populate but show in "work". Any ideas on what you check for or what would be causing this?

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI
------------------------------

Check the customers in the batch to be sure they are not on hold.

------------------------------
Jim Harris
Director of Information Systems
ExamWorks, Inc.
Atlanta GA
------------------------------

Original Message:
Sent: Jul 12, 2022 04:30 PM
From: Renee Boucher
Subject: Sales batch unable to post

When attempting to post a sales batch, it appears to process but then the status changes back to available in the Batch window. We have tried this on 2 recent batch imports. Nothing appears in Batch recovery and the transactions populate but show in "work". Any ideas on what you check for or what would be causing this?

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI
------------------------------

Hi Jim, 

We have confirmed that none of the customers in the batch are on hold

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI
------------------------------

Original Message:
Sent: Jul 13, 2022 10:21 AM
From: Jim Harris
Subject: Sales batch unable to post

Check the customers in the batch to be sure they are not on hold.

------------------------------
Jim Harris
Director of Information Systems
ExamWorks, Inc.
Atlanta GA

Original Message:
Sent: Jul 12, 2022 04:30 PM
From: Renee Boucher
Subject: Sales batch unable to post

When attempting to post a sales batch, it appears to process but then the status changes back to available in the Batch window. We have tried this on 2 recent batch imports. Nothing appears in Batch recovery and the transactions populate but show in "work". Any ideas on what you check for or what would be causing this?

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI
------------------------------

Hello -  you can print and edit list from the drop down menu Sales Document Print Options Screen, this should tell you what is not allowing your batch to post.  


------------------------------
Kristin Crass
VICE PRESIDENT
The Worth Company
Stevens Point WI
------------------------------

Original Message:
Sent: Jul 12, 2022 04:30 PM
From: Renee Boucher
Subject: Sales batch unable to post

When attempting to post a sales batch, it appears to process but then the status changes back to available in the Batch window. We have tried this on 2 recent batch imports. Nothing appears in Batch recovery and the transactions populate but show in "work". Any ideas on what you check for or what would be causing this?

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI
------------------------------

Hi Kristen, 

I have done this and made the correction. can we now try reposting the batch or will this cause duplicate transactions? What is the next best step?

Thank you

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI
------------------------------

Original Message:
Sent: Jul 13, 2022 12:53 PM
From: Kristin Crass
Subject: Sales batch unable to post

Hello -  you can print and edit list from the drop down menu Sales Document Print Options Screen, this should tell you what is not allowing your batch to post.  


------------------------------
Kristin Crass
VICE PRESIDENT
The Worth Company
Stevens Point WI

Original Message:
Sent: Jul 12, 2022 04:30 PM
From: Renee Boucher
Subject: Sales batch unable to post

When attempting to post a sales batch, it appears to process but then the status changes back to available in the Batch window. We have tried this on 2 recent batch imports. Nothing appears in Batch recovery and the transactions populate but show in "work". Any ideas on what you check for or what would be causing this?

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI
------------------------------

Yes - just repost your batch.  Whatever is in the batch that wouldn't post, is not considered posted so it will not create duplicate transactions.  Make sure nobody is in the batch when posting and you should be good.


------------------------------
Kristin Crass
VICE PRESIDENT
The Worth Company
Stevens Point WI
------------------------------

Original Message:
Sent: Jul 13, 2022 01:00 PM
From: Renee Boucher
Subject: Sales batch unable to post

Hi Kristen, 

I have done this and made the correction. can we now try reposting the batch or will this cause duplicate transactions? What is the next best step?

Thank you

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI

Original Message:
Sent: Jul 13, 2022 12:53 PM
From: Kristin Crass
Subject: Sales batch unable to post

Hello -  you can print and edit list from the drop down menu Sales Document Print Options Screen, this should tell you what is not allowing your batch to post.  


------------------------------
Kristin Crass
VICE PRESIDENT
The Worth Company
Stevens Point WI

Original Message:
Sent: Jul 12, 2022 04:30 PM
From: Renee Boucher
Subject: Sales batch unable to post

When attempting to post a sales batch, it appears to process but then the status changes back to available in the Batch window. We have tried this on 2 recent batch imports. Nothing appears in Batch recovery and the transactions populate but show in "work". Any ideas on what you check for or what would be causing this?

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI
------------------------------

Original Message:
Sent: Jul 13, 2022 01:29 PM
From: Kristin Crass
Subject: Sales batch unable to post

Yes - just repost your batch.  Whatever is in the batch that wouldn't post, is not considered posted so it will not create duplicate transactions.  Make sure nobody is in the batch when posting and you should be good.


------------------------------
Kristin Crass
VICE PRESIDENT
The Worth Company
Stevens Point WI

Original Message:
Sent: Jul 13, 2022 01:00 PM
From: Renee Boucher
Subject: Sales batch unable to post

Hi Kristen, 

I have done this and made the correction. can we now try reposting the batch or will this cause duplicate transactions? What is the next best step?

Thank you

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI

Original Message:
Sent: Jul 13, 2022 12:53 PM
From: Kristin Crass
Subject: Sales batch unable to post

Hello -  you can print and edit list from the drop down menu Sales Document Print Options Screen, this should tell you what is not allowing your batch to post.  


------------------------------
Kristin Crass
VICE PRESIDENT
The Worth Company
Stevens Point WI

Original Message:
Sent: Jul 12, 2022 04:30 PM
From: Renee Boucher
Subject: Sales batch unable to post

When attempting to post a sales batch, it appears to process but then the status changes back to available in the Batch window. We have tried this on 2 recent batch imports. Nothing appears in Batch recovery and the transactions populate but show in "work". Any ideas on what you check for or what would be causing this?

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI
------------------------------

Hi @Renee Boucher,

Sounds like you found your problem but wanted to let you know that I find this happening, more often, when posting AP because I've closed the period and something is dated in that timeframe.  Quick fix to open the period or change the document date and then repost.  It's never my 1st thought as an issue so wanted to share.​

------------------------------
Kristy James
Financial Controller
Dairyland Electrical Industries, Inc
Stoughton
------------------------------

Original Message:
Sent: Jul 12, 2022 04:30 PM
From: Renee Boucher
Subject: Sales batch unable to post

When attempting to post a sales batch, it appears to process but then the status changes back to available in the Batch window. We have tried this on 2 recent batch imports. Nothing appears in Batch recovery and the transactions populate but show in "work". Any ideas on what you check for or what would be causing this?

------------------------------
Renee Boucher
Data System Services
Sterling Heights MI
------------------------------