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 NVXBR Batch Release


Allows sales documents to be released in batches according to specific criteria.
Current Version: 1.0.8.0 as of Business Central 19.

Manual


Creation date: 2024/07/15
The current version of this manual can be found at:

https://www.navax.app/help.php?AppID=NVXBR&L=en


☰ Contents



  • General
    Sales orders that meet certain criteria can be released in batch...
  • Setup

    • Batch Release Setup
    • Sales Release Criteria
      Sales Release Criterias are defined in this table. Filters can be set on individual fields that are taken into account when the batch is started...

    Tasks

    • Working with the Batch Release

    History

    • Batch Release Log

    Appendix

    • Release Notes
      Would you like to know what has changed in the Batch Release...

    Docs  /  NVXBR Batch Release
    General

    Sales orders that meet certain criteria can be released in batch. Filtering by sales header and sales line is possible. There is also a report that can run via job queue.

    Docs  /  NVXBR Batch Release  /  Setup
    Batch Release Setup

    Fields

    Create Batch Release LogSpecifies if you want to create a log of succeeded and failed releases.

    Actions

    • Batch Release Log

      Show the batch release log.

    Docs  /  NVXBR Batch Release  /  Setup
    Sales Release Criteria

    Sales Release Criterias are defined in this table. Filters can be set on individual fields that are taken into account when the batch is started. In addition, the value Item Blacklist can be defined in the Type field. Certain items can prevent the release - i.e. documents where these items occur are not addressed by the batch processing.

    General, Fields

    IDSpecifies the ID of the criteria.
    TypeSpecifies the criteria type.
    Filter TableSpecifies the table to filter.
    Table No.Specifies the table number.
    Field No.Specifies the field number.
    Field NameSpecifies the field name.
    Field CaptionSpecifies the field caption.
    Field FilterSpecifies the field filter to apply.
    CodeSpecifies the Item No. if the Type field is set to Item Blacklist.
    DescriptionSpecifies the description.

    Docs  /  NVXBR Batch Release  /  Tasks
    Working with the Batch Release

    The batch release can optionally apply release criterias during the release process, if these are existing in the table Sales Release Criterias. Without release criteria, all open sales documents are taken into account in the release process. As standard, the batch release is integrated into the following sales documents (each in the list):
    • Sales Quote
    • Sales Order
    • Sales Invoice
    • Sales Return Order

    This is how the batch release is called

    1. Calling up the respective sales documents where the batch release is available.
    2. The batch release can be found under Release, Batch Release.

    Usage example

    All sales orders will be created from a webshop and should be automatically released,
    • if they are from a specific country
    • and don't exceed the order amount of 5000 €
    • and the number of items don't exceed 5
    • and specific items are not used in the sales order

    Docs  /  NVXBR Batch Release  /  History
    Batch Release Log

    Fields

    Sales Document TypeSpecifies the document type of the sales header record.
    Sales Document No.Specifies the document number of the sales header record.
    Header Checks SucceededSpecifies if the header checks were passed.
    Line Checks SucceededSpecifies if the line checkes were passed.
    Perform Release SucceededSpecifies if the record was released.
    Error MessageSpecifies the first 1024 charactes of the last received error message.
    Full Error MessageSpecifies the complete last received error message.
    Error Call StackSpecifies the Call Stack of the last received error message.
    Created AtSpecifies date and time when this record was created.
    Created BySpecifies the user who created this record.
    Entry No.Specifies entry number of the record.

    Docs  /  NVXBR Batch Release  /  Appendix
    Release Notes

    Would you like to know what has changed in the Batch Release? Below you'll find an overview about new features and changes that has been done in the updates. Build-Overview in DevOps

    NVXBR 1.0.9.0

      Improvements

    • Helptext updated
    • NVXBR 1.0.8.0

      as of Business Central 19
      2022/10/06

      Corrections

    • Batch Release Log save error message
    • Improvements

    • Batch Release Log save error call stack

    NVXBR 1.0.7.0

    as of Business Central 18
    2022/06/03

      Corrections

    • Batch Release Log save error message

    NVXBR 1.0.6.0

    as of Business Central 18
    2022/05/31

      Corrections

    • Batch Release Log save error message

    NVXBR 1.0.5.0

    as of Business Central 18
    2022/05/25

      Modifications

    • Batch Release Log optimisations

    NVXBR 1.0.4.0

    as of Business Central 18
    2022/05/19

      Modifications

    • Batch Release Log added, controlled in the new Batch Release Setup if it should be filled

    NVXBR 1.0.0.0

    as of Business Central 17

      Modifications

    • Online-Help added

    NVXBR 0.0.8.0

    as of Business Central 17

      Initial Version

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