Auto-Posting - How It Works

The application can be configured to Post automatically so there is no need for manual intervention, or the delays in posting that could have consequences on subsequent tasks. When the appropriate parameters have been configured in Enterprise Manager, locations in Net-Chef can Post automatically. The steps below describe the related settings and the Auto-Post process.

Related Setup: Enterprise Manager > Location Details > Post tab

Net-Chef will refer to the Auto-Post check box to see if this feature is enabled for the location. If so, proceed to step 2.
Net-Chef will then refer to the Offset from Post Date setting; 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.
Net-Chef will then refer to the Auto-Post Time; this specifies the time of day that Auto-Posting will occur.
Net-Chef will then refer to the selected Method to determine how Auto-Posting should be done.

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.

On the specified date/time, Net-Chef will attempt to Auto-Post the period. If there are any restrictions (noted below) that prevent it, Net-Chef will continue to try to Auto-Post once each day at the specified time until it succeeds or until the period is posted manually.

Inventory Posting Restrictions – 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 to block a user’s ability to Post).

Production (incomplete or 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 CDP Error 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.

What You Need To Know

If you choose to 'Auto-Post Inventory By-Exception', you should not be performing Cycle Inventories. If a Post Period has an Inventory Type defined on the location's Post Calendar, Auto-Post "By Exception" will ignore the selected Inventory Type and treat the period as a full inventory; it will Post all products using the Primary Closing Method, so be sure they are configured accordingly.
Changes to the settings above that are 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.
If there are past Post Periods that are not posted and a user enables the settings above, Auto-Posting will post each past period one day at a time until caught up to the current period.
Auto-Posting will not re-post a period that was manually unposted.