AR-SETUP-040 · Master data
Set up Billing classifications
Groups similar free text invoices so that they share terms of payment, interest settings, number sequences, collection letter sequences and the set of billing codes allowed on them.
Where
| Menu path | Accounts receivable > Setup > Billing classifications |
|---|---|
| Menu item | Display:CustBillingClassification |
| 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 | Not recorded yet |
|---|---|
| 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: Billing classifications and billing codes in the public sector (read 2026-10-06) |
|---|---|
| Environment | Not recorded |
| Note | Scaffold seeded from the July 2026 catalog Deliverables file (Microsoft ID d6689987c54409v0; catalog configuration type 'List of values'; configuration keys 'PublicSector'; 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, config_type taken from Billing classifications and billing codes in the public sector on Microsoft Learn (https://learn.microsoft.com/dynamics365/finance/public-sector/billing-classifications-billing-codes-public-sector#billing-classifications), read 2026-10-06; the article is now the record's source. Live environment evidence is still outstanding. Public sector functionality (Public sector configuration key). Classifications become mandatory on free text invoices once 'Use billing classifications' is enabled in Accounts receivable parameters. Task guide: https://learn.microsoft.com/dynamics365/finance/public-sector/tasks/create-billing-classification-public-sector. |
| Still to check | Process_id, Title, Scope, Form_name, Tables_affected, Data_entity, Recommended_value, Value_rationale, Security_duty, Feature_flag, Version_introduced, Verified_on_version, Irreversibility, Common_pitfall, Applies_to_country, Test_case_id |
Cite this record
AR-SETUP-040 — Set up Billing classifications. Beyond ERP Atlas Hub, snapshot 2026-10-05, partly verified. https://www.beyonderp.cloud/atlas/step/AR-SETUP-040