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January 29, 2023

Tag: posting batch series in gp

Batches Part 4: Posting batches by series in Microsoft Dynamics GP

Monday, 28 February 2022 by AccSoft Evangelist
Batches Part 4 Posting batches by series in Microsoft Dynamics GP

Batches are groups of transactions, identified by a name or a number that you can use for identification purposes, and to make the posting process easier. You can use batches to group similar transactions during data entry and review them before posting at a later time. Similarly, you can identify batches as a group of transactions entered by a specific employee or on a particular date. The Series Posting window can save a lot of time because it allows you to post multiple batches for the series (ie:  Financial, Sales, Purchasing, Inventory, etc.) you have selected.

 

Posting batches by series

Use the Purchasing Series Posting window to post Payables batches by series. In other words, series posting lets you post any batch that’s been entered in the Purchasing series. This makes posting easier and less time-consuming. Click Purchasing → Transaction→Series Post

series posting

  • Click ‘All’ to view all the batches.
  • Check the box next to the batches you would like to post or click ‘Mark All’ to mark all the batches.
  • To verify what you have marked, click the radio button ‘Marked’ in the Display Batches section.
  • Click ‘Post‘ and the batches will post.

 

The transactions in the batches update vendor summary information, tax records, and distribution accounts, and become part of the company’s permanent records. Your checkbook also is updated if you’re using Bank Reconciliation. Posting journals and distribution breakdown registers might appear for printing, depending on the options you selected in the Posting Setup window.

 

Want to know more about batches in Microsoft Dynamics GP? Then visit us at Microsoft Dynamics GP – Great Plains.

No need to worry, AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

You can email us at info@accsoft.com or call us at 1-888-929-3266 to get a free demo of 1 hour.

accsoftbatches part 4dynamicsdynamics gpERP SolutionsERP SystemsERP TechnologyItems in Dynamics GPMicrosoft Dynamics GPposting batch series in gpseries in gp
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  • Published in Add-on, Dynamics GP, Technology
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