Auto posting of sub ledger batches via code

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We are currently using GP 2010 and our IT department has created an automatic process through our in house CRM to import our American Express activity into GP. We have to use the info in both places so it has to originate in our CRM. However, to complete the process and then to automatically apply the payments to those invoices, we need an automated posting process via code. Is there a way to mimic the manual posting of a sub ledger batch? Hope I'm wording this correctly. :-)

Thanks!

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steveendow 2,281 on at

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Hi,

This is a relatively common question and your wording is fine. Unfortunately, as you discovered, Dynamics GP does not have the ability to automatically post batches, and it also does not have any direct API calls that allow a developer to post batches.

It is possible to write some "macro-type" code to automate the button click to post a batch, but there are potential complexities. If you only need to post one batch type and small number of batch IDs once a day, you might be able to develop such a solution yourself, although it is not an easy task to do properly.

But if you need to handle multiple batch types, batch reporting, automatic batch detection, email notification, posting failure detection, error handling, and scheduling, then that becomes a very complex and difficult project, and in such a case I would recommend using a third party batch posting solution. The cost of such a product would be far less than trying to develop it yourself.

There are a few third party batch posting products available. I personally resell Post Master for Dynamics GP due to its architecture and features, but you should evaluate the available products and see which one meets your needs the best.

envisagesoftware.com/post-master-enterprise-for-dynamics-gp

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Community Member on at

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Steve,

Thank you! I have forwarded this info on to our IT department.

:-)

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Melissa Sandrovich on at

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One thing to keep in mind - GP 2015 (releasing decemeber 2014) is supposed to have some auto posting features. just a heads up if you are looking to purchase something. I am sure the 3rd party products do way more, but just food for thought :)

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