AR-CHARGES-010 · Master data
Set up Period charge rule
Defines rules that identify customers whose invoiced orders over a period fell short of a minimum amount or quantity so that a free text invoice charge can be generated for the shortfall.
Where
| Menu path | Accounts receivable > Charges setup > Period charge rule |
|---|---|
| Menu item | Display:MarkupPeriodChargeRule |
| Form | Not recorded yet |
| Tables affected | Not recorded yet |
| Data entity | Not recorded yet |
| Scope | Not recorded yet |
| Country or region | Not recorded yet |
Value
| Recommended value | Not recorded yet |
|---|---|
| Rationale | Not recorded yet |
| Decision | Not recorded |
Dependencies and access
| Prerequisites | Not recorded |
|---|---|
| Required by | Not recorded |
| Security duty | Not recorded yet |
| Feature flag | Not recorded yet |
| Feature state | Not recorded |
Versions
| Introduced | 10.0.38 |
|---|---|
| Behaviour changed | Not recorded |
| Deprecated | Not recorded |
| Verified on version | Not recorded yet |
| Verified on date | Not recorded |
Risk and evidence
| Irreversibility | Not recorded yet |
|---|---|
| Common pitfall | Not recorded yet |
| Test case | Not recorded yet |
| Assets | Not recorded |
Verification
Partly verified
| Verified by | Microsoft business process catalog July 2026 (Deliverables); Microsoft Learn: Period charges (read 2026-10-06) |
|---|---|
| Environment | Not recorded |
| Note | Scaffold seeded from the July 2026 catalog Deliverables file (Microsoft ID d6689987c54418v0; catalog configuration type 'List of values'; configuration keys 'Markup'; catalog module 'Credit and collections'). The menu path and menu item name are the catalog's. The title is derived from the menu path. The process anchor is the level-2 node Manage accounts receivable until a level-3 process is assigned during verification. Nothing has been checked in a live environment. intent, version_introduced, config_type taken from Period charges on Microsoft Learn (https://learn.microsoft.com/dynamics365/supply-chain/sales-marketing/period-charges#manage-period-charge-rules), read 2026-10-06; the article is now the record's source. Live environment evidence is still outstanding. Learn documents this page under Supply Chain Management. The Period charges feature is on by default from 10.0.42 and mandatory from 10.0.45; the rules are applied by the Calculate period charge periodic task under Accounts receivable > Periodic tasks. |
| Still to check | Process_id, Title, Scope, Form_name, Tables_affected, Data_entity, Recommended_value, Value_rationale, Security_duty, Feature_flag, Verified_on_version, Irreversibility, Common_pitfall, Applies_to_country, Test_case_id |
Cite this record
AR-CHARGES-010 — Set up Period charge rule. Beyond ERP Atlas Hub, snapshot 2026-10-05, partly verified. https://www.beyonderp.cloud/atlas/step/AR-CHARGES-010