Allows sales documents to be released in batches according to specific criteria.
Current Version: 1.0.8.0as of Business Central 19.
Manual
Creation date: 2024/11/22 The current version of this manual can be found at:
☰ 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.
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
ID
Specifies the ID of the criteria.
Type
Specifies the criteria type.
Filter Table
Specifies the table to filter.
Table No.
Specifies the table number.
Field No.
Specifies the field number.
Field Name
Specifies the field name.
Field Caption
Specifies the field caption.
Field Filter
Specifies the field filter to apply.
Code
Specifies the Item No. if the Type field is set to Item Blacklist.
Description
Specifies 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
Calling up the respective sales documents where the batch release is available.
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 Type
Specifies the document type of the sales header record.
Sales Document No.
Specifies the document number of the sales header record.
Header Checks Succeeded
Specifies if the header checks were passed.
Line Checks Succeeded
Specifies if the line checkes were passed.
Perform Release Succeeded
Specifies if the record was released.
Error Message
Specifies the first 1024 charactes of the last received error message.
Full Error Message
Specifies the complete last received error message.
Error Call Stack
Specifies the Call Stack of the last received error message.
Created At
Specifies date and time when this record was created.
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
