Configure Printing and Posting Reports

There are certain setting that need to be in place to ensure that Multi-Batch Management’s automated processes are not interrupted. Therefore, the following requirements must be met in order for MMM to perform as intended:

Configure Named Printers

Automating the printer selection will ensure that checks and EFT remittances can print without interrupting the process – set up Named Printers.

Define Paths for Reports/ Lists

Posting Reports and edit lists should be set up so they can be generated without interfering with Multi-Batch Managements automated processes.

*To open GP’s Posting Setup window, go to Administration > Setup > Posting > Posting

1. Open the Posting Setup window.

2. Use the drop-down to set the Series as Purchasing.

3. Use the drop-down to set the Origin as Computer Checks.

4. For each report that you want to generate, assign it to a file and not to a query, monitor or to a printer by checking the box in the file column and unchecking the other boxes in the Send To column.

5. You can assign a destination for each individual posting journal type as needed. Click on the Path field directly underneath a particular posting journal, then on the folder icon under Append/Replace.

6. Choose the file where you would like this posting journal to be sent. The file path will display:

*In standard functioning, if you posted multiple checkbooks in the same company it would overwrite your posting journal each time. However, MMM will capture the path name and insert this phrase: (Checkbook id _ YYMMDD_HHMMSS_) between the names of the folder and the file in order to create a unique name. The Posting setup is done on a per company basis in Dynamics GP. Therefore you can setup each company to point to its own path if you want to separate your posting journals on a per company basis.