{"id":8530,"date":"2022-08-23T12:48:58","date_gmt":"2022-08-23T12:48:58","guid":{"rendered":"https:\/\/erpconsultors.com\/?p=8530"},"modified":"2022-08-23T13:05:58","modified_gmt":"2022-08-23T13:05:58","slug":"bulk-posting-of-sales-orders-and-invoices","status":"publish","type":"post","link":"https:\/\/erpconsultors.com\/bulk-posting-of-sales-orders-and-invoices\/","title":{"rendered":"Batch or Bulk Posting of Sales Orders and Invoices in D365 BC"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Batch or Bulk Posting of Sales Orders and Invoices:<\/h2>\n\n\n\n<p>(1) In this article, we will learn about multiple Sales Document posting via batch. For this go to the search bar and enter \u201cSales Order\u201d or \u201cSales Invoice\u201d.<\/p>\n\n\n\n<p>(2) In this article, we will demonstrate this functionality in Sales Order as shown.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"605\" height=\"352\" data-attachment-id=\"5994\" data-permalink=\"https:\/\/erpconsultors.com\/search-sales-orders-in-search-bar-dynamics-365\/\" data-orig-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/03\/search-Sales-Orders-in-search-bar-dynamics-365.png?fit=605%2C352&amp;ssl=1\" data-orig-size=\"605,352\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"search Sales Orders in search bar dynamics 365\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/03\/search-Sales-Orders-in-search-bar-dynamics-365.png?fit=300%2C175&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/03\/search-Sales-Orders-in-search-bar-dynamics-365.png?fit=605%2C352&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/03\/search-Sales-Orders-in-search-bar-dynamics-365.png?resize=605%2C352&#038;ssl=1\" alt=\"search Sales Orders in search bar dynamics 365\" class=\"wp-image-5994\" title=\"\" srcset=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/03\/search-Sales-Orders-in-search-bar-dynamics-365.png?w=605&amp;ssl=1 605w, https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/03\/search-Sales-Orders-in-search-bar-dynamics-365.png?resize=300%2C175&amp;ssl=1 300w\" sizes=\"(max-width: 605px) 100vw, 605px\" data-recalc-dims=\"1\" \/><\/figure><\/div>\n\n\n<p>(3) After that Sales Order list opens, as shown.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"615\" height=\"385\" data-attachment-id=\"8535\" data-permalink=\"https:\/\/erpconsultors.com\/sales-order-list\/\" data-orig-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Sales-Order-list.png?fit=615%2C385&amp;ssl=1\" data-orig-size=\"615,385\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"Sales Order list\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Sales-Order-list.png?fit=300%2C188&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Sales-Order-list.png?fit=615%2C385&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Sales-Order-list.png?resize=615%2C385&#038;ssl=1\" alt=\"Sales Order list\" class=\"wp-image-8535\" title=\"\" srcset=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Sales-Order-list.png?w=615&amp;ssl=1 615w, https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Sales-Order-list.png?resize=300%2C188&amp;ssl=1 300w\" sizes=\"(max-width: 615px) 100vw, 615px\" data-recalc-dims=\"1\" \/><\/figure><\/div>\n\n\n<p>(4) Now go to the \u201cPosting\u201d button and select the \u201cPost Batch\u201d option, as shown.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"617\" height=\"379\" data-attachment-id=\"8537\" data-permalink=\"https:\/\/erpconsultors.com\/select-posting-batch-option\/\" data-orig-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Select-Posting-Batch-option.png?fit=617%2C379&amp;ssl=1\" data-orig-size=\"617,379\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"Select Posting Batch option\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Select-Posting-Batch-option.png?fit=300%2C184&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Select-Posting-Batch-option.png?fit=617%2C379&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Select-Posting-Batch-option.png?resize=617%2C379&#038;ssl=1\" alt=\"Select Posting Batch option\" class=\"wp-image-8537\" title=\"\" srcset=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Select-Posting-Batch-option.png?w=617&amp;ssl=1 617w, https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Select-Posting-Batch-option.png?resize=300%2C184&amp;ssl=1 300w\" sizes=\"(max-width: 617px) 100vw, 617px\" data-recalc-dims=\"1\" \/><\/figure><\/div>\n\n\n<p>(5) Request page opens and enters the information as per the requirement for posting multiple sales order documents, as shown.<\/p>\n\n\n\n<ul><li><strong>Ship<\/strong> \u2192 Specifies whether the orders will be shipped when posted. If you place a check in the box, it will apply to all the orders that are posted.<\/li><li><strong>Invoice<\/strong> \u2192 Specifies whether the orders will be invoiced when posted. If you place a check in the box, it will apply to all the orders that are posted.<\/li><li><strong>Posting Date<\/strong> \u2192 Specifies the date that the program will use as the document and\/or posting date when you post if you place a checkmark in one or both of the following boxes.<\/li><li><strong>Replace Posting Date<\/strong> \u2192 Specifies if the new posting date will be applied.<\/li><li><strong>Replace Document Date<\/strong> \u2192 Specifies if you want to replace the sales orders&#8217; document date with the date in the Posting Date field.<\/li><li><strong>Calc. Inv. Discount<\/strong> \u2192 Specifies if you want the invoice discount amount to be automatically calculated on the orders before posting.<\/li><\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"573\" height=\"419\" data-attachment-id=\"8540\" data-permalink=\"https:\/\/erpconsultors.com\/batch-post-sales-orders\/\" data-orig-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Batch-post-sales-orders.png?fit=573%2C419&amp;ssl=1\" data-orig-size=\"573,419\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"Batch post sales orders\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Batch-post-sales-orders.png?fit=300%2C219&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Batch-post-sales-orders.png?fit=573%2C419&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Batch-post-sales-orders.png?resize=573%2C419&#038;ssl=1\" alt=\"Batch post sales orders\" class=\"wp-image-8540\" title=\"\" srcset=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Batch-post-sales-orders.png?w=573&amp;ssl=1 573w, https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Batch-post-sales-orders.png?resize=300%2C219&amp;ssl=1 300w\" sizes=\"(max-width: 573px) 100vw, 573px\" data-recalc-dims=\"1\" \/><\/figure><\/div>\n\n\n<p>(6) After entering the information, press the \u201cOk\u201d button, and the system post all the Sales Orders from the list. Note \u2192 If Errors comes in any one of the sales order, all sales order posting rolls back.<\/p>\n\n\n\n<p>(7) Thing to Remember:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"620\" height=\"156\" data-attachment-id=\"8543\" data-permalink=\"https:\/\/erpconsultors.com\/note-for-bulk-posting-of-sales-orders\/\" data-orig-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Note-for-Bulk-Posting-of-Sales-Orders.png?fit=620%2C156&amp;ssl=1\" data-orig-size=\"620,156\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"Note for Bulk Posting of Sales Orders\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Note-for-Bulk-Posting-of-Sales-Orders.png?fit=300%2C75&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Note-for-Bulk-Posting-of-Sales-Orders.png?fit=620%2C156&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Note-for-Bulk-Posting-of-Sales-Orders.png?resize=620%2C156&#038;ssl=1\" alt=\"Note for Bulk Posting of Sales Orders\" class=\"wp-image-8543\" title=\"\" srcset=\"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Note-for-Bulk-Posting-of-Sales-Orders.png?w=620&amp;ssl=1 620w, https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Note-for-Bulk-Posting-of-Sales-Orders.png?resize=300%2C75&amp;ssl=1 300w\" sizes=\"(max-width: 620px) 100vw, 620px\" data-recalc-dims=\"1\" \/><\/figure><\/div>\n\n\n<hr class=\"wp-block-separator aligncenter has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><a href=\"https:\/\/erpconsultors.com\/set-default-column-in-freeze-pane-in-d365-bc\/\" target=\"_blank\" rel=\"noreferrer noopener\">Set Default Column in Freeze Pane in D365 BC<\/a><br><a href=\"https:\/\/erpconsultors.com\/enable-multi-factor-authentication-in-d365-bc\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Enable Multi-Factor Authentication in D365 BC Online<\/a><br><a href=\"https:\/\/erpconsultors.com\/create-purchase-order-in-business-central\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Create Purchase Order in Business Central<\/a><br><a href=\"https:\/\/erpconsultors.com\/customize-strmenu-or-dialog-option-at-the-time-of-purchase-posting-in-d365-bc\/\" target=\"_blank\" rel=\"noreferrer noopener\">Customize StrMenu or Dialog option at the time of Purchase Posting in D365 BC<\/a><br><a href=\"https:\/\/erpconsultors.com\/creation-and-usage-of-temporary-table-in-bc-d365\/\" target=\"_blank\" rel=\"noreferrer noopener\">Creation and Usage of Temporary Table in BC D365<\/a><br><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/business-central\/ui-post-sales\" target=\"_blank\" rel=\"noreferrer noopener\">Posting Sales<\/a>\u2013 Microsoft Docs<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Batch or Bulk Posting of Sales Orders and Invoices: (1) In this article, we will learn about multiple Sales Document posting via batch. For this go to the search bar and enter \u201cSales Order\u201d or \u201cSales Invoice\u201d. (2) In this article, we will demonstrate this functionality in Sales Order as shown. (3) After that Sales Order list opens, as shown. (4) Now go to the \u201cPosting\u201d button and select the \u201cPost Batch\u201d option, as shown. (5) Request page opens and enters the information as per the requirement for posting multiple sales order documents, as shown. Ship \u2192 Specifies whether the <\/p>\n","protected":false},"author":1,"featured_media":8546,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[916,914,915,913],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/i0.wp.com\/erpconsultors.com\/wp-content\/uploads\/2022\/08\/Bulk-Posting-of-Sales-Orders-and-Invoices-in-D365-BC.jpg?fit=350%2C270&ssl=1","_links":{"self":[{"href":"https:\/\/erpconsultors.com\/wp-json\/wp\/v2\/posts\/8530"}],"collection":[{"href":"https:\/\/erpconsultors.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/erpconsultors.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/erpconsultors.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/erpconsultors.com\/wp-json\/wp\/v2\/comments?post=8530"}],"version-history":[{"count":0,"href":"https:\/\/erpconsultors.com\/wp-json\/wp\/v2\/posts\/8530\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/erpconsultors.com\/wp-json\/wp\/v2\/media\/8546"}],"wp:attachment":[{"href":"https:\/\/erpconsultors.com\/wp-json\/wp\/v2\/media?parent=8530"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/erpconsultors.com\/wp-json\/wp\/v2\/categories?post=8530"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/erpconsultors.com\/wp-json\/wp\/v2\/tags?post=8530"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}