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Submit or unsubmit multiple manual receiving records in one action from the listing screen.

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Business Value

  • Speeds up clearing a batch of pending manual receivings.
  • Removes the need to open every record to submit it.
  • Reverses a batch just as quickly with Unsubmit.
  • Names the record in every failure message.
  • One failed record never stops the rest of the batch.

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Use Cases

  • Accountant selects a month’s pending receivings and submits them all before closing the period.
  • Cost controller unsubmits a batch entered against the wrong period and re-enters it.
  • Accounts payable clerk submits a day’s records without opening each one individually.

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How It Works

Submitting a manual receiving moves it from Pending to Submitted — it prepares the accounting entry without posting it. Posting stays a separate, explicit step. Both actions are now available in bulk from the listing screen, alongside the existing Post action.

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Bulk Submit

  • Select one or more records in the listing, or use select-all.
  • Open the Actions menu and choose Submit. It sits above Post.
  • Confirm at the dialog: “Are you sure you want to perform the Submit action for the selections?”
Each selected Pending record is submitted: its status becomes Submitted and its accounting entry stays unposted — the Posted column still reads No. Bulk Submit never posts an entry. Records that are already Submitted are skipped silently, with no error and no change. Bulk Submit follows the same permissions as submitting from inside a record — users allowed to create and edit manual receivings.

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Bulk Unsubmit

  • Select the records, then choose Unsubmit from the Actions menu. It sits below Submit.
Each selected Submitted record returns to Pending and its prepared, unposted accounting entry is removed. If the entry had already been posted, it is unposted first. Records that are still Pending are skipped silently. Paid records cannot be unsubmitted. Each one reports Couldn't unsubmit manual receiving {ID} as the receiving is already paid and the rest of the batch continues.

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When a record fails

Every failure message identifies the record by its ID, so you always know which one to fix, and the batch continues with the remaining records:
  • A submit blocked by a restricted period reports Couldn't submit manual receiving {ID} as the selected GL Period is restricted.
  • An unsubmit whose posted entry falls in a restricted period reports Couldn't unsubmit manual receiving {ID} as its JV is within a GL Restricted period.