Adjustment Batch List

Sage 300 ERP

Adjustment Batch List

Use this form to:

  • Display a list of posted and unposted adjustment batches, beginning with the batch number you specify. Displayed information includes:
  • Batch number
  • Batch date
  • Batch description
  • Number of entries
  • Type (Entered, Imported, Generated)
  • Status (Open, Printed, Ready To Post, Deleted, Posted, Post In Progress, Check Creation In Progress)
  • Posting sequence number
  • Number of errors
  • Last edited
  • Adjustment amount
  • Create a new adjustment batch.
  • Select an existing batch to edit, delete, or post.

If you try to post a batch for which you have not selected the Ready To Post option, you see a message that lets you select the option from the Adjustment Batch List form.

  • Post individual adjustment batches.
  • Print batch listings, batch status reports, posting journals, and posting error reports.

To list batches

  1. To start the list with a specific batch number, type the number or select it from the Finder.
  2. To limit the display to batches that are open or ready to post, uncheck the option Show Posted And Deleted Batches.

To create, view, edit, post, or delete a batch

  1. If you want to work with an existing batch, select (highlight) it on the list.
  2. Choose the button for the action you want to take. Click New to create a batch.

Note that you can view, but you cannot edit, posted batches. You cannot open deleted batches.

Click one of the links below for information about buttons on the Adjustment Batch List form:

To view the transactions in an unposted batch, either open the batch you want to view, or print the batch listing report or preview it on your screen. You cannot edit a batch for which you have selected the Ready To Post option.

To be able to view a posted batch, you must not have cleared the batch using the Clear Deleted And Posted Batches option (in the Clear History form).

Other reports you can print from the batch list

  • To print the Batch Status report, choose Print Batch Status from the File menu.
  • To print the posting errors report, double-click in the Number Of Errors column for the error batch.
  • To print the posting journal, click in the Posting Sequence Number column.

Click here for tips on using Accounts Payable forms.

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