The Year End Assistant won't run if you have open POS batches. You'll see the error 'You currently have open batches...' until you clear them.

Open POS batches include:

• On hold documents
• Cash on delivery (COD) documents

Before you start

1. You need Supervisor access to POS to run the batch listing report and the final update.
2. Have the log in details for each user with open batches. They need to sign in to clear their own batches.

Step 1: Find your open POS batches

1. Sign in to the company in POS as the Supervisor.
2. Select View, then Batch Listing.
3. Select Tax Invoice.
4. Select Run Report.

The report shows which users have open batches, and the status of each document. Look for documents with a status of On Hold or COD.

Step 2: Clear each open batch

Repeat this section for each user with open batches.

1. Sign out of POS.

2. Sign in as the user with the open batch.

3. Open the POS process screen.

4. Select Edit.

5. Next to Search Types, select On Hold or CODs. 

   The documents appear under one or both options.

6. Select the document you want to clear.

7. Select the Select button. 

   One of the buttons in the top-left corner highlights (turns a lighter shade). 

8. Select the highlighted button to remove the On Hold or COD status.

If the document is correct

Complete the transaction as normal.

If you processed the document in error

1. Select each line in the document.
2. Press Ctrl + D to delete the line.
3. Repeat for every line in the document.
4. Enter a total of 0.
5. Select Update.

Repeat Step 2 until all users have cleared their open batches.

Step 3: Update all documents and complete the Cash Up

1. Sign out of POS.
2. Sign in as the POS Supervisor.
3. Select Process, then Update All Documents.
4. Select Start.
5. Select Continue.
6. Complete the Supervisor Cash Up.

If the error continues

If the error continues, contact Sage Support to request a data fix.

Have the following ready:

• Your customer number
• Your base serial number
• A screenshot of the error