Hi Readers,
In this series we are discussing what's new in Business Central 2023 (Wave 1) a.k.a BC22.
This article we will discuss about - Post multiple transfer orders at the same time.
With this series we will understand what's new the product and learn it.
Hope you like the series, please add comments to article.
#msdyn365bc #2023RW1
Business value:
Instead of posting individual transfer orders one by one, you can select multiple non-posted documents in a list to post them immediately or in a batch according to a schedule, such as at the end of the day. For example, this can be useful if only a supervisor can post documents created by other users, or to avoid system performance issues that might happen if you post during work hours.
Steps:
- Search for the Transfer Orders page, and then choose the related link.
- On the Transfer Orders page, select the orders to post.
- In the No. field, open the context menu and choose Select More.
- Select the checkbox for the lines for each order that you want to post.
- Choose the Posting action, and then choose Post Batch.
- On the Batch Post Transfer Order page, fill in the fields as necessary.
- For transfer orders that use an in-transit location, you can choose either Ship or Receive. Repeat this step if you need to do both. For orders where Direct Posting is turned on, both options work in the same way and post the order completely.
- Select OK.
- To view potential issues, open the Error Message Register page.
Remember - Posting multiple documents might take some time and block other users. Consider enabling background posting.
To create a job queue entry for batch posting of Transfer orders.
Alternatively, you can use the job queue to schedule posting to happen at a time that's convenient for your organization. For example, it might make sense for your business to run certain routines when most of the data entry is done for the day.
The following procedure shows how to set up the Batch Post Transfer Orders report to automatically post direct transfer orders at 3 PM on weekdays.
- Search for the Job Queue Entries page, 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 5707, Batch Post Transfer Orders.
- Select the Report Request Page checkbox.
- On the Batch Post Transfer Orders request page, choose the Ship option, filter on Direct Transfer, and then select OK.
- It's important to set filters. Otherwise, Business Central will post all documents, even if they aren't 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 checkboxes from Run on Mondays to Run on Fridays.
- In the Starting Time field, enter 4 PM.
- Choose the Set Status to Ready action.
- Transfer orders that are within defined filters will now be posted every weekday at 3 PM.
For other articles related to What's New in Business Central 22, refer here.
Hope you learn and will be able to utilize this feature as Business Central 22 is available.
Regards,
Saurav Dhyani
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