How Do Batches Work in CINCH

Having an understanding of how the batches work help to know the best way to do the transactions that you use in your day to day operations.

The structure of how batches work come down to 3 levels of posting:

1. Transaction Level Posting (This is sometimes referred to as posting in ‘real time’) - This is when the user can enter a transaction and post it right away without having to go through creating a batch. As long as it has not been posted you can still make changes or delete transactions. Sales and inventory information will be up to date when you post.

2. Batch Level Posting - This allows a user to post one batch at a time. This is done from the batch or sales batch entry windows. It is important to remember that the first window “Batch Entry “ window is a CINCH window. The second window “Sales Batch Entry” is a GP window.

Open

Open

3. Grain Series Posting - This allows a user to select and post batches by series. Available series are inbound tickets and outbound shipments, only selected batches will be posted. This is a background process so users can enter, add, edit or delete transactions while posting is underway.

There is also Master posting which is a GP function. t allows users to schedule the posting of batches, and to control which batches to post and when to post them.  Master posting can also update all records in the Dynamics GP system at the same time. 

Most CINCH transactions will create a GP GL or inventory transaction. Depending on posting setup CINCH transaction will post through to GP's GL/inventory but some may sit in a batch and need the batch posted. You can easily post GP batches from Master Posting.