Preventing posting errors by managing Batch Date

In most modules, Microsoft Dynamics GP provides the option to post transactions individually or to collectively post a group of transactions in a batch. The common best practice when implementing Dynamics GP is to use Batch Posting, not individual transaction posting.

The reasoning behind this preference is that batches and batch posting provide a number of benefits over transactional posting. These benefits include the ability to save transactions without posting them, improved error handling, and the ability to post multiple transactions or multiple batches at once. Additionally, batches can be used to control the date that transactions are posted on, thereby making it easy to ensure that transactions are posted in the right period.

In this recipe we will look at batch naming and posting techniques along with error handling options designed to minimize posting errors.

Getting ready

To set up the process to post transactions by batch, follow...