Microsoft Dynamics NAV (Archived)

Auto post Sales Invoice

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Hi All,

We have created the following:

1. Webservice to create sales invoice (Sales invoice created successfully with status "Open")

2. Job Queue to post Sales Invoice in the background (Sales invoice was scheduled and post successfully)

However to get from Step 1 to Step 2, user has to manually click "Post" in Sales Invoices page (as shown below).

2318.Sales-Invoice-Posting-automation.PNG

How can I automate the above step, so that the Sales Invoice posting can be automated without any human intervention.

Thank you.

Regards,

Susy

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Suggested answer

Yogesh Kulkarni_ 1,762 on at

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You can call a code on Post functionality of Sales Invoice(s) in a Job Queue to get scheduled.

Please make sure, you are releasing Invoice well before posting.

-Yogesh Kulkarni
Please verify, if you find answer helpful.

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Amol Salvi 18,698 on at

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Check this feature of batch posting

msdn.microsoft.com/.../hh168304(v=nav.90).aspx

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Community Member on at

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Hi Yogesh,

We need to automate the Releasing + Posting. When I click Post in Sales invoice screen, the function is actually doing both.

I test using Job Queue to automate the following codeunits to post the sales invoice:

414 Release Sales Document

88 Sales Post via Job Queue

I get the below error message:

CodeUnit 414 - Record(472) is not compatible with Codeunit.Run(Record(36)).

CodeUnit 88 - Record ID to Process must have a value in Job Queue Entry: ID={2850A9F5-C77D-489C-B38D-BCDC18512506}. It cannot be zero or empty.

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Community Member on at

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Hi Amol,

The batch posting process still needs someone to manually click Post Batch in NAV which we are trying to avoid.

Regards,

Susy

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Suggested answer

Rajasekhar@MS 5,569 on at

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Hi

You can setup a job queue to post sales Orders, refer the below link.

msdn.microsoft.com/.../hh879081(v=nav.90).aspx

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Community Member on at

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Hi Raja,

I have done that. However, that still requires user to click "Post" in the Sales Invoice screen.

Regards,

Susy

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Rajasekhar@MS 5,569 on at

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Hi

Are you receiving any error using job queue, can you check the job queue entries for the error details?

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Community Member on at

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Hi Raja,

no error in job queue.

The Sales invoice process currently is as below:

1. Webservice create Sales invoice with status = "Open"

2. User click "Post" or "Post Batch" on Sales invoice list screen

3. Invoices are scheduled to post and post in background.

What I am after is a way to automate Step 2.

Regards,

Susy

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Verified answer

Mohana Yadav 61,005 Super User 2025 Season 2 on at

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Create a codeunit/report.

filter on Sales Invoices with Open

and write code in object which exactly does same thing as under Post button.

make sure that there are no user interfaces in process.

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Mohana Yadav 61,005 Super User 2025 Season 2 on at

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add the above created report/codeunit in Job Queue to execute in intervals as per your requirement.

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