There are certain settings that need to be in place to ensure the Action Board’s automated processes are not interrupted. The following steps are required for the Action Board to perform as intended:
Automate Printer Selection
Define Paths for Reports/Lists
Posting Reports and edit lists should be set up so they can be generated without interfering with the Action Board’s automated processes.
- Open the Posting Setup window (Administration > Setup > Posting > Posting)
- Use the drop-down to set the Series as Purchasing.
- Use the drop-down to set the Origin as Computer Checks.
- 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.
- 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.