Post scheduled Order Entry transactions

Use the Post Scheduled Transaction page to post recurring Order Entry transactions before their next scheduled execution dates.

To see a list of scheduled transactions:

  • Go to Order Entry > All > Other transaction activity > Post scheduled transactions.

Subscription

Order Entry

Regional availability

All regions
User type
  • Business
  • Warehouse user
Permissions

Post scheduled transactions: Run

Post a transaction before its scheduled date

You can enter just a date and exchange rate type to specify recurring transactions for early posting, or you can further filter the list to display a more finite set of recurring transactions. The system posts the resulting transactions and generates the transaction documents.

For multi-currency companies: A custom exchange rate type with an associated custom exchange rate is required to post a scheduled transaction.

However, if the scheduled posting date is in the past or is the current date and you want to use the Intacct Daily rate, create a custom exchange rate with no rates populated. Use it to satisfy the requirement for a custom exchange rate type.

To generate and post recurring transactions before their scheduled dates:

  1. Set the date limit for posting transactions, and the exchange rate type. Any recurring Order Entry transactions that falls before this date is included for posting. At this point, you can select View to see any transactions that meet the date criteria.

  2. Optional: You can further narrow the transaction results by filtering by transaction types, customers, and more:

    • Transaction type: Move one or more required transaction types from the left pane to the right pane.
    • Transaction currency: Select the currency to be used for posting the transactions.
    • From customer and To customer: Select a customer or a range of customers.
    • From item and To item: Select one item or a range of items.

    • Recurring document record number: Select the record number for a specific recurring transaction. If you are not sure of the record number, go to Order Entry > All > Other transaction activity > Recurring transactions to view the list of recurring templates and their associated record numbers.

      The system finds only those transactions that meet the date and filter criteria.

  3. Optional: Using dimensions, you can filter for transactions that have specific dimensions, such as a particular location, department, project, employee, customer, or vendor.

    Location is required for multi-entity, multi-currency companies.

  4. Select View. The system displays the list of transactions that match the selection criteria.

    If you want to go back and filter the results further, select Customize at the top right of the page.

  5. You can adjust the run schedule by changing the date, then view the results.
  6. Select Generate documents. The system post the transactions and generates the transaction documents. If the transactions take a long time to process, the system processes them