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Auto-Post Criteria Set Creation Guide

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Zohaib Aslam
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8 views8 pages

Auto-Post Criteria Set Creation Guide

Uploaded by

Zohaib Aslam
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Steps to Create Auto-post Criteria Set

Ensure Subledger Journals Are Transferred to GL

• First, verify that all AP and AR invoices/receipts are:

o Accounted

o Transferred to GL via Create Accounting

• Once transferred, the Unposted journals will be available in the General Ledger.
Create an AutoPost Criteria Set

• From Global Search, type “Manage AutoPost Criteria Sets”.

• Click Create (once enabled).

• Fill the details and define rules such as:

o Ledger

o Source (Payables, Receivables, Assets, Manual, etc.)

o Category (Invoice, Payment, Adjustment, Receipts, etc.)

o Balance Type → Actual

o Priority → 1, 2, 3 (determines the order of journal posting)

This helps the system identify which journals to pick for automatic posting.
Run the AutoPost Process

• Go to Journals Task → Run AutoPost.

• Select the AutoPost Criteria Set you created.

• Submit the process.


Check Scheduled Processes

• Navigate to Scheduled Processes.

• Check the AutoPost run status:

o Succeeded → Journals posted

o Errors → Review the log and fix issues

o (common issues: incorrect category, unbalanced journals, periods not open)


Verify Journal Status

• Return to the GL Journals page.

• Confirm that journal status is now Posted.

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