MEM Mass Batch Processing

Use this page to process several batches at one time. This page can be opened from a page search or from one of the journal pages.

For General journals, you can send a batch of approval requests for specific entities.

Batch Processing from a Journal

The mass batch processing page can be opened by selecting the Post with Multiple Entities from one of the following Journal pages. View windows.

• General Journals
• Sales Journals
• Payment Journals
• Purchase Journals
• Cash Receipt Journals
• Job G/L Journals
• Fixed Asset G/L Journals
• Recurring General Journal
• Item Journals
• Item Reclassification Journals
• Recurring Item Journals
• Item Revaluation Journals
• Physical Inventory Journals
• Job Journals
• Recurring Job Journal
• Resource Journals
• Recurring Resource Journal

To process batches from a Journal page, follow these steps: 

1. From a Journal page, select the Process with Multiple Entities action. The location of the action differs for each Journal page. For more information, see the Actions section of the Journal page you are using.
   The window is automatically updated with the Batch Name and the list of entities attached with batches available for processing.
2. From the list, select the entities that you want to process.
3. Select a posting action.

Fields

When this page is opened from a Journal page, the following fields appear: 

Field	Description
Batch Name	Displays the batch name from the Journal page. Read-only.
List
Entity Code	Displays the entity of the batch.

Actions

When this page is opened from a Journal page, the following actions are available: 

Button	Description
Post	Posts the selected batches.
Post and Print	Posts and prints the selected batches similar to the standard Microsoft Dynamics 365 Business Central functionality.
Posting Preview	Provides a preview of the batch posting. If you are satisfied with the preview, you can select to post the batches. Available only for the batches that are considered General batches. For a list of the windows, see Journal Type.
Delete	Deletes the journal lines of the selected batch.

Mass Batch Processing

To process multiple batches, follow these steps: 

1. Search for MEM Mass Batch Processing and select the corresponding page.
2. Select the Journal Type you want to process.
   The list is updated with batches available for processing.
3. From the list, select the batches that you want to process.
4. Select a posting action.

For the Post and Print action, the report is printed based on whether a single batch or multiple batches are posted: 

• If a single batch is posted, the report is printed immediately after the batch processing is completed.
• If multiple batches and posted, the reports are saved to the Report Inbox where they can be printed at a later time.
  For more information, see the Microsoft Dynamics 365 Business Central documentation. (Working with Reports, Batch Jobs, and XMLports ).

Tip: Background processing is available for the General journal type. Background processing is part of standard Microsoft Dynamics 365 Business Central and is turned on from the General Ledger Setup page (Background processing FastTab, Post with Job Queue option).

Approval Request Batch Processing

You can send approval requests based on specific entities if you have general journal lines with multiple entities but only want to send approval requests for journal lines with specific entities. Use this page to select the entities to use when you send a batch of approval requests.

The option to send approval requests based on specific entities is only available if you open this page from the General Journals, Payment Journals, or Cash Receipt Journals pages or if you search for and open MEM Mass Batch Processing directly.

Note: In the MEM Mass Batch Processing page, you can only send batch approval requests if you use General as the Journal Type.

To send a batch of approval requests for specific entities, do the following:

1. Open the General Journals page. You can also use a Payment Journal or Cash Receipt Journal.
2. Select the journal lines you want to send for approval.
3. On the Action tab, select Request Approval > Send Approval Request > Send Approval for Multiple Entities.
4. The MEM Mass Batch Processing page opens.
5. In the table of entities, select the entities you want to use to send approval requests. You can select multiple entities.
6. After you have selected the entities, select Send Approval Request.

After the approval request is sent, the approver or approvers can review the batch based on entity and then approve or reject the request. You cannot send an approval request if an approval request for a journal batch has already been sent. For information about approving a request see Request to Approve.

Cancel Approval Requests

You can cancel approval requests based on specific entities by using the Cancel Approval Request action.

To cancel approval requests, do the following:

1. Open the journal page you want to use. You can cancel approval requests using the following journals:
   1. Payment Journal
   2. General Journal
   3. Cash Receipt Journal
2. Select the journal lines of which you want to cancel the approvals.
3. On the Action tab, select Request Approval > Cancel Approval Request > Cancel Approval for Multiple Entities.
4. The MEM Mass Batch Processing page opens.
5. In the table of entities, select the entities you want to use to cancel the approval requests. You can select multiple entities.
6. After you have selected the entities, select Cancel Approval Request.

Delete Journal Line Batches

You can delete batches of journal lines based on specific entities. You can see the number of journal lines associated with any entity under the Number of Lines column. Use this page to select the journal lines associated with entities which you want to delete. You can select and delete the following types of journal lines:

• Intercompany General Journal
• Cash Receipt Journals
• Fixed Asset G/L Journals
• General Journals
• Item Journals
• Item Reclassification Journals
• Recurring Item Journals
• Item Revaluation Journals
• Job G/L Journals
• Job Journals
• Payment Journals
• Physical Inventory Journals
• Purchase Journals
• Recurring Job Journal
• Recurring Resource Journal
• Recurring General Journal
• Resource Journals
• Sales Journals
• Manufacturing Journals
  • Recurring Output Journals
  • Recurring Capacity Journals
  • Recurring Consumption Journals
  • Output Journals
  • Consumption Journals
  • Capacity Journals

To delete a batch of journal lines, do the following:

1. Open the journal page you want to use. For example, if you want to delete a batch of recurring job journal lines, open the Recurring Job Journal page.
2. Select the journal lines you want to delete.
3. On the Action tab, select Home > Delete With Multiple Entities.
4. The MEM Mass Batch Processing page opens.
5. In the table of entities, select the entities and the journal lines of that entity or entities to delete. You can select multiple entities.
6. After you have selected the entities, select Delete.

Fields

When this page is opened from a page search, the following fields appear: 

Field	Description
Journal Type	Select the journal type for the batches you want to process. These journal types correspond to the General Ledger tables that use the MEM functionality. After selecting a journal type, the list is updated with batches that are associated with the journal type. General: Displays the list of all batches associated with the general journal type. View list of windows from which the batches are created. General Journals Sales Journals Payment Journals Purchase Journals Cash Receipt Journals Job G/L Journals Fixed Asset G/L Journals Recurring General Journal Item: Displays the list of all batches associated with the item journal type. View list of windows from which the batches are created. Item Journals Item Reclassification Journals Recurring Item Journals Item Revaluation Journals Physical Inventory Journals Job: Displays the list of all batches associated with the job journal type. View list of windows from which the batches are created. Job Journals Recurring Job Journal Resources: Displays the list of all batches associated with the resource journal type. View list of windows from which the batches are created. Resource Journals Recurring Resource Journal
List
Entity Code	Displays the entity of the batch.
Batch Name	Displays the batch name.
Journal Template Name	Displays the journal template used by the batch. The template can help differentiate between batches that have the same name.
Type	Displays the type of journal batch.
Pending Approval	Displays whether the batch has been approved or not. If it is checked, then the batch has not been approved yet.
Error	Displays messages that describe the error(s) that occurred when processing the batch.
Number of Lines	Displays the number of journal lines in the batch of the entity.

Actions

When this page is opened from a page search, the following actions are available: 

Button	Description
Post	Posts the selected batches.
Post and Print	Posts and prints the selected batches. The batches are posted as per standard Microsoft Dynamics 365 Business Central functionality. However, the reports are printed based on whether a single batch or multiple batches are processed. When a single batch is selected, the report is printed immediately after the batch is posted. When multiple batches are selected, the reports are saved to a the Report Inbox after the batches are posted. The report can be printed at a later time. For more information, see the Microsoft Dynamics 365 Business Central documentation. (Working with Reports, Batch Jobs, and XMLports )
Edit Journal	Opens the corresponding Journal window for the selected batch, where you can edit the batch as needed. When multiple batches are selected, the Journal page that opens corresponds to the last batch selected.
Send Approval Request	Sends the batch of approval requests to the approver or approvers. To use Send Approval Request you must have the General Journal Approval Request Workflow turned on.
Cancel Approval Request	Cancels the batch of approval requests.
Delete	Deletes the journal lines of the selected batch.