About the Background Posting Scheduler

In some circumstances sales invoices and credit notes, payable invoices and credit notes, and certain journal types are batched up for posting by a scheduled job.

Journals are batched up for posting by a scheduled job if they exceed particular line limits. See Posting Journals for more information.

Payable invoices and payable credit notes are batched up for posting by a scheduled job in the following circumstances:

  • When the payable invoice or payable credit note exceeds the lines threshold set for that document type in the Accounting Settings custom setting.
  • When the payable invoice or payable credit note has its tax value calculated by AvaTax.
  • When you post payable invoices or payable credit notes from a list view.

Sales invoices and sales credit notes are batched up for posting by a scheduled job in the following circumstances:

When you click Post (or Save & Post in the case of recurring sales invoices mentioned above) the documents are given a "Ready to Post" status and temporary worker item records are created. If the process fails to post the document, its status is set back to "In Progress". For sales invoices, if the process fails to create income schedule journals or adjustment journals, the invoice status remains as "Complete".

These worker item records are processed by the Background Posting Scheduler that your administrator will have configured to run at regular intervals. See Setting up the Background Posting Scheduler for more information, including how to resolve errors logged by the process, and what to do if a document becomes stuck in the "Ready to Post" status.

For a sales invoice with an income schedule, up to three worker items are created by the Background Posting Scheduler, one each for the following actions:

  • Post invoice
  • Create income schedule journals
  • Create adjustment journal (if required)

Posting by the API works differently. When the invoice is posted by the API, it is given a status of "Complete" immediately and so the first item in the previous list is not performed by the Background Posting Scheduler in this case.

Warning:

Do not attempt to abort Apex jobs created by the Background Posting Scheduler because doing so will result in errors.

Posting documents that have their tax value calculated by AvaTax

When you post documents that have their tax value calculated by AvaTax, the posting is completed in three stages:

  1. When the scheduler next runs, it picks up the documents that are "Ready to Post" and invokes AvaTax to calculate the tax due for each document.
  2. Once a document's tax value is calculated, the document is posted to Accounting and its status changes to "Complete".
  3. The next time the scheduler runs, it picks up the documents that are "Complete" and commits their tax value to AvaTax.

This means that there is a delay between a document being posted in Accounting and its tax value being committed in AvaTax.