To Batch Progress documents to the Next Stage

1. Open the Sales Order Processing or Invoicing folder and then click Batch or click the Supply Chain Management tab on the Ribbon Bar and then click either Sales Order Processing -  Batch or Invoicing - Batch.

2. On the Batch Processing Options form, update the boxes to determine which documents are presented for processing.

3. Click OK. The Suggested List form appears.

4. Depending on exception conditions, you can change which documents are to be progressed.

5. Click OK.

6. Choose the output sequence you want.

7. If documents are to be printed as a result of the progression, use the Publisher form to determine the output option.

Use the commands on the Action menu for additional processing options.

If you need to process stock records that are traceable by serial or batch numbers, refer to the Traceability section for information.