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How can I create multiple documents at once?
How can I create multiple documents at once?

Use batch processing to create large volumes of documents at once.

M
Written by Mandy Cox
Updated over 3 years ago

Option 1:  Use the Create New button

  1. Click Create New within the Transactions tab.

  2. Select the Trading Partner you wish to work with. Then click Continue

  3. Select the document type you wish to create. Then click Continue.

  4. Select the Purchase Orders you wish to work with. Then click Continue.

  5. Select Quick Entry (One Document Per Source) to create one return document per Purchase Order selected.

Option 2: Select Documents from Transactions Tab and then Create New

  1.  Within the Transactions tab, perform a search to locate the Purchase Orders you wish to work with.

  2. Select the checkbox next to each Order you wish to create a return document for. 

  3. An Actions Panel will appear at the bottom of the screen. Click the More Actions icon, and then Create New.

  4. Choose the document type you wish to create. Then click Continue.

  5. Select Quick Entry (One Document Per Source) to create one return document per Purchase Order selected.

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