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Hi I would like to find out
a) what is the difference between Posted and Release?
b) What is the difference between Release and Reopen?
c) When you release it, does it means that it can be posted, or do you need to post first before you can release?
d) If you have posted, and then you reopen, can you re-Post?
e) What is the difference between Post Batch and Post?
f) When do we use print confirmation? Before Post or after Post?
a) button is “Post”. Posted is a state. If posted then the record lives in the posted table. If released it remains in the “open” table
b) release will alter the status of a document to “Released” - workflows have an impact on this. Reopen will set the status of a document to “Open” - again workflows have an impact.
c) you don’t have to release before posting. However, NAV will do it for you if it can. Once again workflows play a part here - as an approval workflow means a document must be “Released” to be posted - or in button terms so you can use the Post button with no errors.
d) Once posted no reopen exists. You must credit the transaction. Posting creates the underlying financials. Hence why the status of the document plays a part. Approval workflows add the control here so you only post what has been reviewed by multiple users.
f) before post. Order confirmation is what you have agreed with your customer. Multiple versions could be printed before you have a final order to progress with. Posting produces shipment and invoice documentation as well as financial data. You will only want the mentioned if your customer has confirmed they want to progress. The order confirmation acts as a professional print out/ email to complete this.
Thank you so much!
E) Seems to be missing
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