Final Posting of Posting Proposal—Exercises

IMPORTANT
It is extremely important that you set up and work within your own company and with your own supplier to maintain your data integrity. If you work with any other objects, your exercises will not function as intended and the data of other students might be affected. Predictable exercise results require that your data be isolated in your own company.

Basic Data Setup

Purpose: The purpose of this exercise is to set up the supplier to use the supplier invoice work flow feature.  

Link To Basic Data Set up for Supplier Invoice Workflow 

Required Data

Preliminary Supplier Invoice

Purpose: The purpose of this exercise is to create a preliminary supplier invoice that will be used in the main exercise.

Windows:
Manual Supplier Invoice

Enter five preliminary supplier invoices with the total amount lower than the maximum amount  specified in the previous exercise. Link to Arrival Entry Supplier Invoice

Authorized Posting Proposal

Purpose: The purpose of this exercise is to create an authorized posting proposal.

Windows:
Posting Proposals

Create postings for the invoices, and authorize all the invoices. Link to Authorize a Posting Proposal   

Main Exercise

Manual Final Posting  

Purpose: The purpose of this exercise is to manually select invoices to be finally posted.

Windows:
Final Posting Proposals

  1. Open the Final Posting Proposals window and populate it.
  2. The invoices that are ready for final posting are indicated by a selected check box in the Posting Proposal Authorized column. Select two of your created invoices. Right-click and then click Final Invoice Posting to finally post the invoices.
  3. The status of the invoice will be changed from PrelPosted to Posted.

Note: The Finally Posted column indicates the invoices that have been finally posted.

Final Posting with a Scheduled Batch Job

Purpose: The purpose of this exercise is to create a batch job for final posting of supplier invoices.

Windows:
Final Posting Proposals

  1. Open the Final Posting Proposals window and populate it.
  2. Right-click in the lower part of the window and click Batch Scheduling. The Batch Update - Final Posting Proposal window opens. Click Schedule, and enter data for a daily schedule. Enter a name so that you will recognize your batch job. Create a job that will start 2—3 minutes from the current time.
  3. When the job has been executed, the status of the invoices will change to the Posted status.
  4. Create a batch job that will be scheduled to be done weekly. This will be used in the next exercise.

View and Edit the Scheduled Batch Job

Purpose: The purpose of this exercise is to view and modify the batch job for the final posting of supplier invoices.

Windows:
New Database Task Schedule

  1. Open the New Database Task Schedule window.
  2. Select Final Invoice Posting from the List of Values for the Task Name field.
  3. Select Daily and specify a time in the Time field.
  4. Save the changes.