Each time Sales Documents (Invoices) are imported from Cenium Core it is done in a batch and stored in staging tables.
To open the Invoice batch overview from the Role Center select Process->Invoice Batch.
You are presented with an overview of all imported Invoice batches.
The actions provided on the Invoice batch page can be used to:
| To | Description |
|---|---|
| Open the Get & Post dialog | Press New and select Get & Post |
| Delete Invoice batch | Press Delete. A batch can only deleted if it has no invoices linked to it. |
| Post a Batch | Press Process and select Post Batch Invoices. This is used if a batch was only imported or an error occurred during posting. |
| Find entries | Press Navigate and select Invoice G/L Register. |
| View documents in a batch | Double click on a batch line or use the line selector |
To view the batch details double click on a batch line or use the line selector.
The general tab provides information about who and when the batch was imported, batch totals and actions that act on all the invoices in the batch.
The Batch Invoices tab list each invoice that belongs to the batch and actions that act on a selection of invoices.