Understanding Methods for Posting Financial Batches

The way that you access the General Ledger Post program determines which of these methods is available for posting batches:

Post by version
Post by batch
Subsystem post

You can run the General Ledger Post program by navigating:

From a menu selection that describes the post program that you want to run, such as Post Receipts to G/L or Post Vouchers to G/L.
This navigation enables you to post directly from a menu using the Work With Batch Versions - Available Versions form. For example, to post vouchers from the menu, select Post Vouchers to G/L from the Supplier & Voucher Entry menu (G0411) to access the Work With Batch Versions - Available Versions form.
From one of the versions of the Batches program (P0011), such as Invoice Journal Review or Voucher Journal Review.
This navigation enables you to post without exiting the Work With Batches form. For example, to post vouchers from the review program, select Voucher Journal Review from the Supplier & Voucher Entry menu (G0411) to access the Work With Batches form.

Method	Form Name, Navigation, and Usage
Post by Version	To post by version, access one of these forms: Work With Batch Versions - Available Versions. From the Work With Batch Versions - Available Versions form, select a version of the General Ledger Post program. Work With Batches. From the Work With Batches form, select a batch and then select Post by Version from the Form menu. On the Work With Batch Versions - Available Versions form, select a version of the General Ledger Post program. Advantages of this method: The program posts all of the approved batches at one time unless you use data selection to specify a batch, specific batches, or a range of batches. You can post by version locally or on a server.
Post by Batch	To post by batch, access the Work With Batches form. Select one or more batches, and then select Post by Batch from the Row menu. The program selects the version to run that corresponds to the batch type and uses the data selection set up for the version. Advantage of this method: Data selection occurs automatically. Disadvantage of this method: You can post by batch on a server only.
Subsystem Post	From the Work With Batches form, select one or more batches, and then select Subsystem G/L Post from the Row menu. The program sends the data selection to a subsystem table. Advantage of this method: Data selection occurs automatically, and system resources can be better utilized. For example, the system administrator might hold batches in the subsystem and run them at night when system resources are more readily available.

Method

Form Name, Navigation, and Usage

Post by Version

To post by version, access one of these forms:

Work With Batch Versions - Available Versions.
From the Work With Batch Versions - Available Versions form, select a version of the General Ledger Post program.
Work With Batches.
From the Work With Batches form, select a batch and then select Post by Version from the Form menu. On the Work With Batch Versions - Available Versions form, select a version of the General Ledger Post program.

Advantages of this method:

The program posts all of the approved batches at one time unless you use data selection to specify a batch, specific batches, or a range of batches.
You can post by version locally or on a server.

Post by Batch

To post by batch, access the Work With Batches form. Select one or more batches, and then select Post by Batch from the Row menu. The program selects the version to run that corresponds to the batch type and uses the data selection set up for the version.

Advantage of this method:

Data selection occurs automatically.

Disadvantage of this method:

You can post by batch on a server only.

Subsystem Post

From the Work With Batches form, select one or more batches, and then select Subsystem G/L Post from the Row menu. The program sends the data selection to a subsystem table.

Advantage of this method:

Data selection occurs automatically, and system resources can be better utilized. For example, the system administrator might hold batches in the subsystem and run them at night when system resources are more readily available.