Company Details: Post

The Post tab allows a Corporate user to define parameters for Posting, Auto-Posting, and Inventory Posting Restrictions for new Locations. The Posting Restrictions will block a Net-Chef user's ability to Post Inventory if there are any open items of that type. This feature can be overruled by users whose User Group has the "Overdue Post Transactions: Override Restricted Post" control enabled.

Under the Corporate menu, click Company.

All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option. From the pop-up menu, check to show or uncheck to hide the desired tab(s).

Click on the Post tab.
Configure the desired settings on this tab as noted below.

Posting fields

Week Ending Day — Determines the week starting and ending day for posting, reporting, and scheduling purposes.
Earliest Post Date/Time Based On (not visible for Cruise lines) — Determines whether posting is allowed to occur after the 'End of Business Day' (default) or after 'Closing Time' (see the note below) – this references the "Hours of Operation" and "Business Day Begins at" settings defined on the Labor tab of the Location Details screen. The setting selected here will be the default for new locations; when changed, the user will have the option to update all existing location records with the same value.

Auto-Post fields

Auto-Post — Check this to enable Auto-Posting by default for new locations. {Note}: Changes to these settings made before the Post Date will take effect for that period; changes made on the Post Date itself will not take effect until the next Post Date. This process will not re-post a period that was manually unposted.
Method — Select one of the following methods:

Auto-Post Inventory — This option posts inventory automatically only after it has been saved and reviewed by a user.
Auto-Post Inventory By-Exception — This option completes inventory By Exception and posts automatically, without requiring it to be saved and reviewed by a user.

Offset from Post Date — This specifies the number of days after the Week Ending Date that Auto-Posting will occur, from 0 (on the Week Ending Date) up to 3 days after.
Auto-Post Time — This specifies the time of day that Auto-Posting will occur.

Inventory Posting Restrictions — Check the box for each event that should block a user’s ability to Post. {Note}: Auto-Post will respect all of these restrictions and not Post a period if any of the following conditions exist, regardless of whether the settings below have been enabled.

Production (missing Production or Buffet Consumption) — Applies if Daily Prep or Buffet Consumption is missing or incomplete.
Purchasing (incomplete/unreconciled/unapproved Location Transfers, Vendor, Commissary, or Customer Orders) — Applies if any orders of these types have not been processed all the way through these stages. This includes unreconciled Simple Receipt transactions.
Sales (missing/failed Menu or Sales Mix files, including files in Error Remediation) — Applies if any Menu Mix or Sales mix files are missing, or failed to import and are awaiting remediation.
Inventory Variance (based on Inventory Preference)

Alert When Total + Variance > ___ % — Applies if the sum of positive variance values differs from the (Book – In Transit) Value by the percentage indicated.
Alert When Total – Variance > ___ %) — Applies if the sum of negative variance values differs from the (Book – In Transit) Value by the percentage indicated.

Click the Disk (Save) icon to save your changes.
To download and print these settings, click the Printer (Export) icon and select the desired options.
If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
When finished, click the X (Close) icon to return to the summary screen.