Job page · Accounts receivable

Calculate period charge

The Calculate period charge batch job, part of the Period charges feature.

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Everyone

1What it is and why

What it is	The Calculate period charge batch job, part of the Period charges feature.
What you do here	Calculates period charges and generates free text invoice lines for customers whose invoiced orders over a period don't meet the criteria in period charge rules; can run manually or on a recurrence.
Example	A rule sets a 100 USD freight threshold; customer US-001 was charged 45 USD freight from January 1 to 10, so the job creates a free text invoice line of 55 USD.

Functional consultant · Solution architect

Business process	—
Menu path	Accounts receivable › Periodic tasks › Calculate period charge
Set up first	Period charge rule Microsoft Learn ↗Accounts receivable parameters Microsoft Learn ↗
Used next by	All free text invoices Microsoft Learn ↗
Related pages	—

End user · Functional consultant

Go to Accounts receivable > Periodic tasks > Calculate period charge.
On the Parameters FastTab, optionally select a Customer account and a Rule name, or leave them blank for all.
Enter From invoice date and To invoice date, or for a recurring job leave them blank and set Max invoice age.
In the Days per free text invoice field, enter the number of days each generated invoice covers.
On the Run in the background tab, set the batch options and, if needed, a Recurrence.
Select OK to run or schedule the job.

Field	What it means	Worked example	Table column
Customer account	The invoice account to calculate charges for; leave blank for all.Microsoft Learn ↗	—	—
Rule name	A single period charge rule to calculate; leave blank for all rules.Microsoft Learn ↗	—	—
Max invoice age	The maximum age in days of invoices to include; used for recurring jobs.Microsoft Learn ↗	—	—
Days per free text invoice	How many days each generated free text invoice covers.Microsoft Learn ↗	—	—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

Technical architect

Menu item	`Action:MarkupPeriodChargeCalculateService` Checked in Dynamics 365
Form	`SysOperationTemplateForm` Checked in Dynamics 365
Table	—
Data entities	—
Who can open it	—
Actions on the page	—

Developer

Open it directly	`https://<your-environment>/?mi=Action:MarkupPeriodChargeCalculateService`
Integrate with	—
Table definition	—

Everyone