About Provisional Posting

Sage 300 ERP

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About Provisional Posting

Sage 300 ERP lets you post transactions on a provisional basis to test their effects on your ledger before you post the actual financial amounts permanently.

This feature is particularly useful when you are doing period-end or year-end adjustments, and want to ensure that you have entered all the transactions you need before you post them.

You select the Allow Provisional Posting option on the G/L Options screen.

Provisionally posted amounts are stored with the accounts in a provisional fiscal set, and can be included on normal General Ledger reports and inquiries that show the net result of the batch posting on the ledger's accounts.

If you do not use the Force Listing of Batches option, you can post batches provisionally only if you have printed listings for them or you have selected the Ready to Post option for the batches on the Journal Entry screen.

A provisionally posted batch is maintained separately from actual postings, and its status shows it has been provisionally posted. When you are satisfied that the entries in the batch are correct, you can post the batch to update actual financial amounts in the actual fiscal sets.