Batch Status Report — Printing

Sage 300 ERP

Batch Status Report — Printing

The Batch Status report describes all unposted invoice, payment, or adjustment batches, and posted or deleted batches for which the information has not yet been cleared from Accounts Payable. The report is a valuable management tool for tracking batches, particularly when several operators are entering batches on a multi-user system.

For information on the contents of this report, see Batch Status Report — Features.

When to print

Print the report when you need batch information, and before clearing batch status information (details of posted and deleted batches). You can clear information about printed posting journals and deleted and posted batches using the Clear History form.

To print the report

  1. Choose the Batch Status icon in the A/P Transaction Reports folder.
  2. Select:

    • The Batch Type

      —Invoice Batches, Payment Batches, or Adjustment Batches. (Note that the Payment and Adjustment options are not available for an Intercompany Transactions company.)

    • A range of batch numbers.
    • A range of batch creation dates.
    • The type(s) of batches to include.

      The choices are Entered, Imported, Generated, Recurring (invoice batches only), External (invoice and payment batches), Retainage (invoice batches) and System (payment batches only). You must select at least one type to print the report. (Note that the Recurring, Retainage, and System options are not available for an ICT company.)

    • The status(es) of batches to include.

      The choices are Open, Printed, Posted, Post In Progress, Partially Posted, Deleted, and Ready To Post. When you print the report for payment batches, you can also select Check Creation In Progress. You must select at least one status to print the report.

  3. Click Print.

    If printing to a printer, Accounts Payable displays the print destination form to let you confirm your printer selection and change the number of copies to print. Choose OK if the settings are correct; otherwise, choose Cancel or Setup.

    If printing to a file, Accounts Payable displays the name of the file, so you can change it or cancel printing.

    If printing to the screen (preview), Accounts Payable displays the report. If you want, you can then export it to a file or send it to the printer.

    If printing to an e-mail, Accounts Payable displays an e-mail message form for you to fill in, and inserts the report as an attachment when you choose Send.

    If printing to a schedule, Accounts Payable displays the Schedule Report form.

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