When are the Interface Journals Posted?

The Order Fulfilment modules can generate and post journals to SunSystems Financials in two ways: online or batch.

If the transfer is made using the online method, a journal transaction is generated and posted to Financials whenever the appropriate type of transaction is entered or generated in Order Fulfilment and reaches the chosen processing stage.

A default journal interface method is selected for each Order Fulfilment module. This means you can choose, by default, to transfer from the Sales module using the online option and from the Inventory module using the batch method.

You can also set the interface method for each ledger interface using Ledger Interface (LIS). You can select either the online or batch method, or you can choose to use the default option for the Order Fulfilment module.

Note: Regardless of which interface method is used to post journals to Financials they are all subject to the standard Financials journal input balancing, security and audit controls.

Posting Journals as Batches or Online

The Order Fulfilment interface journals are created when the appropriate Order Fulfilment transaction successfully completes the processing stage. For example, if the interface is required on order confirmation the journal transactions for an order are created when you save the confirmed order. The journals are created according to the rules defined in the Ledger Interface setup.

Once created the journals are posted to Financials by Ledger Import (LIM) either online or in batch. The main difference between the batch and online posting methods is the timing.

Using the online posting method the journals are passed to Ledger Import and processed by Ledger Import immediately. So, when you complete the processing stage for the Order Fulfilment transaction the journal is created and posted, and a message appears to confirm this. You cannot begin processing the next transaction until the journal posting is complete.

Using the batch posting method the posting details are generated and stored. You must summarize the postings into journals and pass them to Ledger Import manually as a separate step using the Ledger Interface Posting Control Desk.