Trigger-Posting Documents

The Trigger Posting feature enables you to automatically post a document either synchronously or asynchronously via a database update. You can use this feature to trigger-post the following document types:

  • Cash Entry
  • Journal
  • Payable Credit Note
  • Payable Invoice
  • Sales Credit Note
  • Sales Invoice

Using the Trigger Posting Feature

Before you use the Trigger Posting feature, we recommend enabling it in the Feature Console to automatically add the Trigger Posting and Trigger Posting Error fields to the related page layouts. If you use other page layouts, you must add these fields manually. For more information, see Enabling the Trigger Posting of Documents Feature.

The Trigger Post feature supports posting documents by updating their headers via a database update, which allows you to use it with the following solutions:

  • Datastream
  • Salesforce flows
  • An integration mechanism independent of Accounting

We recommend using Datastream to trigger-post documents. The other solutions ​​are intended for users who are experienced at creating Salesforce flows or independent integration mechanisms. For more information about trigger-posting specific document types using Datastream, see:

Note:

In addition to trigger-posting a document via a database update, you can also trigger-post it by manually updating the Trigger Posting field in its header. To do this, add lines to your document, select the trigger-posting method you want from the Trigger Posting field in the document's header, and click Save.

Prerequisites

  • You must have the post permissions for the document you want to trigger-post.
  • Ensure that all the documents you want to trigger-post have lines and belong to the same company.

Limitations

You cannot start trigger-posting documents using the Journal Loader. You can use the Journal Loader only to load the documents that you want to trigger-post.

How Does It Work?

The Trigger Posting feature uses triggers to bulk-post documents and sorts all the documents in the trigger chunk into groups, according to the trigger-post method specified. The maximum number of documents that one trigger chunk can contain is 200.

The Trigger Post feature supports both synchronous and asynchronous posting. After sorting the documents in the trigger chunk into groups, Trigger Posting bulk-posts the synchronous group and passes the asynchronous groups to a chained queueable for posting, one group at a time, provided that they do not exceed any limits.

  • Synchronous posting: Trigger Posting groups all documents in a trigger chunk for a single bulk posting and sends any documents that exceed the line limits to background posting. We recommend using the Synchronous method unless you want to post a large document containing many lines, which requires asynchronous posting.
  • Asynchronous posting: Trigger Posting groups all documents in a trigger chunk according to their line limit, which becomes a limit for the queueable. A chained queueable then immediately bulk-posts a group before starting another queueable for any remaining groups. We recommend using the Asynchronous method when posting a large document, or a document containing many lines.