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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Receivables batch entr...
Microsoft Dynamics GP (Archived)

Receivables batch entry posting with future posting date

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Posted on by Community Member

I am doing a Monthly frequency recurring posting for a few customers in Receivables batch entry. If I click POST will this post right now on will it post on the transaction date (7/1/16) I need to be able to print them and send them on the 1st. I am trying to understand this manual but it is driving me insane!

Second how do I know the Number when it post on future dates example 8/1/16 9/1/16 etc? Also do I have to POST it every time or will it automatically post? If it doesn't automatically post how do I find the post once I POST it from Receivables batch entry?

SORRY I am new to GP and my Manager is not helpful in explaining this stuff.

GPrecurring-post.png

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  • Community Member Profile Picture
    Community Member on at

    So i tried it and received an error i am guessing my company doesn't have this date open yet to post stuff to, wondering how this will effect the recurring process for a later date. I will give it a try on the 1st and see if it allows me to post. still open to comments though.

  • Verified answer
    L Vail Profile Picture
    L Vail 65,271 on at

    Hi,

    I'll try to answer your questions.

    Q. If I click POST will this post right now or will it post on the transaction date (7/1/16)?

    A. It will POST right now with a transaction date of 7/1/16. If you are setup to post by Batch Date (Administration>Setup>Posting>Posting) then it will post right now with a Receivables transaction date of 7/1/16 and a general ledger transaction date of whatever the batch date is. Both the batch date and the transaction date will advance by whatever your recurring period is.

    Q. How do I know the Number when it post on future dates?

    --I do not understand the question. What Number are you referring to?

    Q. Do I have to POST it every time or will in automatically post?

    A. You have to POST it every time. It will not automatically post.

    Q. If it doesn't automatically post, how do I find the post once I POST it from Receivables batch entry?

    A. Recurring batches are not deleted after posting. The recurring batch will stay until they have posted as many times as they are set to recur. You can still open the batch in the Receivables Batch entry window.

    EXTRA:

    You can set up a reminder so that you'll get notified when your next posting date comes up. If the period is closed, the recurring batch will not post.

    Kind regards,

    Leslie

  • Community Member Profile Picture
    Community Member on at

    Q. How do I know the Number when it post on future dates?

    --I do not understand the question. What Number are you referring to?

    It automatically designates a number usually where you enter the information. so i guess it would be an invoice number?

    "You can set up a reminder so that you'll get notified when your next posting date comes up. If the period is closed, the recurring batch will not post."

    My Company usually keeps the months we are not in closed for the most part. like i can't post in july yet because its not open, but when july opens do i have to change anything or just post the batch like normal?

  • Verified answer
    L Vail Profile Picture
    L Vail 65,271 on at

    Hi,

    The number of the future documents will be the same number as the original document. The system adds a counter to the end. For instance, if your document number was SALES110 , the first posting will be SALES110000000000001, the second is SALES110000000000002, etc.

    When July opens, all you have to do is post. You might take a peek at the document this first time just to make sure the date advanced like you wanted it too.

    Kind regards,

    Leslie

  • Community Member Profile Picture
    Community Member on at

    Thanks Leslie.

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