Confirm Input File and Date - Stock Batch Update

Before the update can start you must confirm the input data file and the date that transactions are to be updated to the system as.

For stock batch update the date has historically been of less importance with all transactions being posted as at the current period – however as of Release 5.2 options were added to Stock Control that provides the same level of period control as the Sales/Purchase Ledgers. This means that the transaction date can be validated against the current stock period dates generating warnings where the date is outside the valid date range for stock.

Usually the date must be in the current period. If forward postings are allowed to the ledger as a whole then the batch update will also accept a posting to the forward period. Note that input transactions can be individually dated – however an input file should not contain transactions from more than one period.

After confirming the input file and transaction date you select the RUN button to begin the update process, after which you are asked to confirm ‘OK to Commence Update’

Note on Backups