Resolving Un-Posted Invoices in TraxPost

KB Article #8827

Invoices that do not automatically post will appear in the Un-Posted section of TraxPost. These need attention before they can be posted. 

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To resolve these invoices: 

1. Click the Un-Posted tile.
    
2. Review the list of invoices to determine next steps for each. 
   1. If the RO number is incorrect: 
      1. Click the pencil icon () to edit it. 
          
      2. Correct the number and click Change.
          
   2. If the order was placed outside to Trax (e.g. PartsTrader, CCC): 
      1. These orders are indicated by the icon. 
      2. Click Phone Order to create a fake order to process. (This will not send an order to the supplier.)
          
      3. Correct the RO number if necessary. 
3. As each invoice is fixed, check the box to the left to push the draft to CCC. 
    
4. Once all invoices are ready, choose Bulk Post from the Actions drop-down in the toolbar. 
    
   1. This exports the invoice data to CCC as a draft and transfers them from the Un-Posted section in TraxPost to Posted.