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About the Background Posting Scheduler

Sales invoices and sales credit notes are batched up for posting by a scheduled job in the following circumstances:

• When you post a sales invoice or sales credit note from its detail page and any of the following apply:
  • The sales invoice has an income schedule attached.
  • The sales invoice or sales credit note has more than 80 lines.
  • The sales invoice or sales credit note has its tax value calculated by AvaTax.
• When you post sales invoices or sales credit notes from a list view.
• When you create recurring invoices using Extended EditionThe view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured. and you click the Save & Post button.

When you click Post (or Save & Post in the case of recurring invoices mentioned above) the documents are given a "Ready to Post" status and temporary worker item records are created. If the process fails to post the document, its status is set back to "In Progress". If the process fails to create income schedule journals or adjustment journals, the invoice status remains as "Complete".

These worker item records are processed by the Background Posting Scheduler that your administrator will have configured to run at regular intervals. See Setting up the Background Posting Scheduler for more information, including how to resolve errors logged by the process.

For a sales invoice with an income schedule, up to three worker items are created by the Background Posting Scheduler, one each for the following actions:

• Post invoice
• Create income schedule journals
• Create adjustment journal (if required)

Posting by the API works differently. When the invoice is posted by the API, it is given a status of "Complete" immediately and so the first item in the previous list is not performed by the Background Posting Scheduler in this case.

Note:

Note

Some types of journals can also be processed by the Background Posting Scheduler. See Posting Journals for more information.

Posting documents that have their tax value calculated by AvaTax

When you post sales invoices or sales credit notes that have their tax value calculated by AvaTax, the posting is completed in three stages:

1. When the scheduler next runs, it picks up the sales documents that are "Ready to Post" and invokes AvaTax to calculate the tax due for each document.
2. Once a document's tax value is calculated, the document is posted to FinancialForce Accounting and its status changes to "Complete".
3. The next time the scheduler runs, it picks up the documents that are "Complete" and commits their tax value to AvaTax.

This means that there is a delay between the sales document being posted in FinancialForce Accounting and its tax value being committed in AvaTax.

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