Sage 100

Does anyone know of an enhancement or way of automatically processing Invoice batches in Sales Order on a schedule say at midnight?    AND....  have criteria for an example if the orders margin is less than "X", don't post it but move it to another batch?  And have it be able to process all the other invoices in that batch that are good?

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Joseph Bisaha
Director, Enterprise Performance & Technology
CBIZ
Phone: (813) 397-4871
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Joe - Yes. That type of project is BOI conducive as an external script or app. I'm thinking @Dan Burleson has done some equivalent of this before among a few others. I've only done it for PM Transaction Register print and update. If Paperless is setup correctly, this script / app should be able to:

• Scan through all the batches and ID the invoices that don't meet the margin criteria, then use the Transfer Batch feature (via code) to transfer them to a given batch number. The next morning someone may have to manage / disposition that batch.
• Loop through the now scrubbed batches to print invoices (hopefully they are all set for electronic delivery), print the daily sales reports and sales journal, then update the journal. (I'm not sure if all batches can be selected in code all at once like you can in the UI, so it might have to be one at a time, but still it would get the job done unattended)
• Capture errors in a logfile and email those out
• Be scheduled with Windows Task Scheduler to run unattended

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Alnoor Cassim
Accounting Systems, Inc. (ASI)
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Original Message:
Sent: 05-14-2026 23:28
From: Calvin Morrison
Subject: Sales Order Invoice Automation functionality

I don't know the answer but I am also interested in how to post batches or run registers programatically or on a schedule, so not to derail but if anyone knows about that as well!

thanks,

Calvin

I have done scripts to automate transaction registers in several modules, but I have never used Select Batch and TransferBatch. I just ran a quick test in B/M and although the return codes from both methods were successful (1), nothing was moved. Maybe someone can point out something wrong or missing to consummate the transfer:

r = oSession.nSetProgram(oSession.nLookupTask("BM_Production_ui"))
Set oBMProd = oScript.NewObject("BM_Production_bus",oSession)
r = oBMProd.nSelectBatch("11111")
r = oBMProd.nTransferBatch("99999","0000004")
r = oBMProd.DropObject
Set oBMProd = Nothing

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Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-829-1054
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Original Message:
Sent: 05-15-2026 00:54
From: Alnoor Cassim
Subject: Sales Order Invoice Automation functionality

Joe - Yes. That type of project is BOI conducive as an external script or app. I'm thinking @Dan Burleson has done some equivalent of this before among a few others. I've only done it for PM Transaction Register print and update. If Paperless is setup correctly, this script / app should be able to:

• Scan through all the batches and ID the invoices that don't meet the margin criteria, then use the Transfer Batch feature (via code) to transfer them to a given batch number. The next morning someone may have to manage / disposition that batch.
• Loop through the now scrubbed batches to print invoices (hopefully they are all set for electronic delivery), print the daily sales reports and sales journal, then update the journal. (I'm not sure if all batches can be selected in code all at once like you can in the UI, so it might have to be one at a time, but still it would get the job done unattended)
• Capture errors in a logfile and email those out
• Be scheduled with Windows Task Scheduler to run unattended

------------------------------
Alnoor Cassim
Accounting Systems, Inc. (ASI)
------------------------------


Original Message:
Sent: 05-14-2026 23:28
From: Calvin Morrison
Subject: Sales Order Invoice Automation functionality

I don't know the answer but I am also interested in how to post batches or run registers programatically or on a schedule, so not to derail but if anyone knows about that as well!

thanks,

Calvin

Sage Task Scheduler can post batches... if you hard code batch # into the task, or select All Batches (where I think private batches are ignored... not sure on that though). 

We have done automated VI imports, to a hard coded batch#, and used the Sage Task Scheduler to post that batch... with no BOI scripting.  Anything more complicated and I think you need a script (as Alnoor is referring to).

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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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Original Message:
Sent: 05-14-2026 23:28
From: Calvin Morrison
Subject: Sales Order Invoice Automation functionality

I don't know the answer but I am also interested in how to post batches or run registers programatically or on a schedule, so not to derail but if anyone knows about that as well!

thanks,

Calvin