In some circumstances, cash entries, sales invoices and credit notes, payable invoices and credit notes, and certain journal types are batched up for posting by a scheduled job.
Cash entries are batched up for posting by a scheduled job when you post them using:
- The Prepare Background Post button in the Cash Entry Mass Posting window, which displays after clicking Post on a list view
- The Run Background Post list view button
Journals are batched up for posting by a scheduled job if they exceed particular line limits. See Posting Journals for more information.
Payable invoices and payable credit notes are batched up for posting by a scheduled job in the following circumstances:
- When the payable invoice or payable credit note exceeds the lines threshold set for that document type in the Accounting Settings custom setting.
- When the payable invoice or payable credit note has its tax value calculated by AvaTax.
- When you post payable invoices or payable credit notes from a list view.
Sales invoices and sales credit notes are batched up for posting by a scheduled job in the following circumstances:
- When the sales invoice has an income schedule attached.
- When the sales invoice or sales credit note exceeds the lines threshold set for that document type in the Accounting Settings custom setting. These thresholds may vary depending on the user interface. For more information, see Accounting Settings.
- When 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 Edition
The 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 sales 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". For sales invoices, 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, and what to do if a document becomes stuck in the "Ready to Post" status.
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 an adjustment journal if the Generate Adjustment Journal checkbox is selected.
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.
Posting documents that have their tax value calculated by AvaTax
When you post documents that have their tax value calculated by AvaTax, the posting is completed in three stages:
- When the scheduler next runs, it picks up the documents that are "Ready to Post" and invokes AvaTax to calculate the tax due for each document.
- Once a document's tax value is calculated, the document is posted to Accounting and its status changes to "Complete".
- 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 a document being posted in Accounting and its tax value being committed in AvaTax.