Accounts Receivable > Transaction Processing > AR Post Permanent Entries

AR Post Permanent Entries

You use this program to post permanent entries in the Accounts Receivable module and to create an invoice against a customer for each entry posted.

You use the AR Permanent Entries Format program to define the invoice format for permanent entries.

Accounts Receivable permanent entries are created using the AR Permanent Entries program. A list of permanent entries on file can be printed using the AR List of Permanent Entries program.

AR Permanent Entries Posting

Field Description
Last extracted date Indicates the system date on which the permanent entries were last posted.
Posting information

See Password considerations in Notes and warnings.
Period

Indicates the period and year to be used as the posting month and year when the transactions should be created.

The current period and year are displayed by default but can be changed using the Change Period function.
Change Period Select this to use the Change Posting Period program to change the posting period and year for the selected entries.

To use this function, Accounts Receivable must be linked to General Ledger in Detail or Summary (General Ledger Integration).
Alignment

Select this to print one or more invoices containing test characters to ensure that the invoice stationery is correctly aligned in your printer.

This is only available when the option Permanent entries invoice print required (Accounts Receivable Setup) is enabled.
Number of pages to print This indicates the number of test invoices to print.
OK Select this to print the number of test invoices specified.
Cancel Select this to return to the previous screen without printing the alignment.
Post

Select this to process the permanent entries for the period indicated.

A permanent entries invoice is printed for each entry that was extracted for this run of the program when the Permanent entries invoice print required (Accounts Receivable Setup) is enabled.

The next invoice number allocated to the invoice generated is based on whether the Invoice numbering method is by Company or by Branch (Set Key Information).

All sales invoices created within a single SYSPRO company must have a unique number when the option: Same invoice for different customers (Set Key Information) is not enabled. This applies irrespective of the order or invoice numbering methods selected.
OK Select this to process the transactions and produce the invoices.
Cancel Returns to the previous screen without processing the transactions.
Reprint Invoices Select this to reprint entries until the next time you post invoices using the Post function of the AR Post Permanent Entries program (i.e. you can only reprint permanent invoices that were created from the last posting. Each time you post the permanent entries, the reprint file/table is cleared).

This only applies when the option: Permanent entries invoice print required (Accounts Receivable Setup) is enabled.
Close Exits the program without processing any entries.

Reprint Invoices

You can reprint invoices for entries until the next time you post invoices using the Post function of the AR Post Permanent Entries program.

Field Description
Invoice selection Indicate the invoice(s) to reprint.
Alignment

Select this to print one or more invoices containing test characters to ensure that the invoice stationery is correctly aligned in your printer.
Number of pages to print Indicate the number of test invoices to print.
OK Select this to print the number of test invoices specified.
Cancel Select this to return to the previous screen without printing the alignment.
Print Select this to reprint the invoice(s) you indicated.
Close Select this to return to the previous screen without reprinting any invoices.

Notes and warnings

Restrictions and limits

  • To print invoices for AR permanent entries, the Permanent entries invoice print required option must be enabled (Accounts Receivable Setup).

  • Permanent entries cannot be posted into period 13, even if your number of Accounting periods per year is set to 13 (Company Setup).

Password considerations

Password access to the following functions in this program may be defined in the Password Definition program. When defined, the password must be entered before you can access the function.

Field Description
AR Posting to a previous month This password restricts access to posting Accounts Receivable transactions to a previous period (see Multi-period accounting).