Vendor Invoice — Batch Processing
In this blog, I will explain how you can post multiple vendor invoices as a batch job. Dynamics 365 Finance and operation is not as straightforward with batch posting for vendor invoicing as it is for the customer invoices.
Let’s consider a scenario where you have imported multiple vendor invoices in dynamics and you want to post them at once. This will be done by scheduling a batch job for vendor invoices. You can schedule the job to run right away or on a later time. Let’s look at the steps to perform this process.
- Go to Accounts Payable > Invoices > Pending Vendor Invoices.
2. In the Action Pane, go to the Process tab, and under Setup select Batch.
3. Setup your batch job. Define your Batch Group and enable batch processing.
4. You can add settings for your alerts and recurrence.
5. Click OK. Now your batch job is scheduled.
6. To post vendor invoices in this batch job, go to the pending vendor invoices. Select all the invoices that you want to add to the batch job. Now go to the action pane and click Post.
7. These invoices will be added to your batch job.
Go to System Administration > Inquiries and Reports > Batch Job and view your batch job progress.
This is how you can process your multiple vendor invoices at once. This feature is quite useful if you bring in your vendor invoices via import. In that case, you simply have to make use of the batch job and post them at once.
This is one of the essential steps for your AP person and can help them in the processing of invoices.
Hope this was helpful!
