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Job Queues: Billing Schedules

Job queues area a standard Microsoft Dynamics 365 Business Central feature that allows you to schedule and run tasks on a one-time or recurring basis. For more information, see the Microsoft Dynamics 365 Business Central documentation.

By using job queues, you can create recurring tasks for creating sales documents from billing schedules

Create Recurring Task

To create a recurring task that creates sales invoices or orders for billing schedules, follow these steps: 

  1. Open the Job Queue Entries page.
  2. Select New, which opens the Job Queue Entry Card where you create a job queue.
  3. In the General FastTab, set the following: 
    1. In Object Type to Run, select Report.
    2. In Object ID to Run, type 23065973.
  4. In the Report Parameters FastTab, turn on Report Request Page Options.

    When this option is turned on, the Sales Invoice(s)/Order(s) Creator Job Queue dialog automatically opens.

  5. On the Sales Invoice(s)/Order(s) Creator Job Queue dialog, specify the sales document creation options you want to use and select OK.
  6. For recurring job queues, go to the Recurrence FastTab and select the day of the week you want the job queue to run. The Recurring Job option automatically turns on. Set other options as needed.

    For information for setting the dates and times, see the Microsoft Dynamics 365 Business Central documentation: 

  7. To make the job queue run, select Process > Restart.

Sales Invoice(s)/Order(s) Creator Job Queue

The options on this dialog are the same as options on the SBS ARCB Billing Schedule Order/Invoice Creator.

Field Description
Customer Filter Select the customer records or range of customer records.
Schedule No. Filter Select the billing schedules or range of billing schedules.
Schedule Group Filter Select the billing schedule groups or range of billing schedule groups.
As Of Date

Specify the as of date for which to create sales documents. To use the current date, leave this value empty.

The job queue includes all billing periods that have the specified date.
Exclude Prior Unbilled

Select whether to create the sales documents for billing periods where the sales invoices or orders have not been created. This option works with the As of Date specified.

  • On: Creates the sales invoices and orders only for the current billing periods that have a Next Invoice Date with the same month as the As of Date.
  • Off: Creates sales invoices and orders for all billing periods that have a next invoice date that is between the current date and the As of Date where the sales invoices and orders have not been created.

For example, the current date is March 15, 2020. The As of Date is set to June 30, 2020.

  • When this option is turned on, invoices are created for billing periods that have a Next Invoice Date in the sixth month (e.g., June 01, 2020 to June 30, 2020).
  • When this option is turned off, invoices are created for billing periods that have a Next Invoice Date between March 15, 2020 and June 30, 2020.
Consolidate by Bill-To Customer

Select whether sales documents are consolidated by the bill-to customer:

On: Consolidates sales documents based on the following order of parameters from the SBS ARCB Billing Schedule Card:

  • Bill-to customer number (shipping and billing)

  • Sell-to customer number (header)

  • Contact, email, and Internet address (header)

  • Currency (header)

  • End user (line)

  • Bill to option (header)

  • Ship-to option (header)

  • Payment terms (line)

  • Payment method code (line)

  • Direct debit mandate ID (line)

  • Dimensions (header)

Off: Does not consolidate sales documents by the bill-to customer.
Consolidate by Customer

Select whether sales documents are consolidated by customer:

Consolidate by End User

Select whether the end user values of the billing schedule lines are used when sales documents are consolidated:

  • On: Consolidates sales documents for the same customer regardless of the end user values for the billing schedule lines.

  • Off: Consolidates sales documents for the same customer only when the end user values for the billing schedule lines are the same.

Email Invoice Log

Select whether the end user wants to send email to multiple email addresses.

OnSelectedYes: Email address field would be editable and user can add multiple email addresses separated by semicolon(;).

OnSelectedNo: Email address field would be non-editable and user can send email to default address as set in Set up Email.

Email Address Add multiple email addresses separated by a semicolon(;).
Choose File Type (from version 1.42.2.0 and onwards) Allows the user to send the Invoice Creator Log report as an attachment to the respective email address in a PDF or Excel format.
Consolidate by Item

Select whether sales documents are consolidated by item:

The default value is set on the SBS ARCB Billing Schedule Setup page.

Consolidate by Item Excluding Start and End Date

Available when Consolidate by Item is selected for use.

  • On: When consolidating sales documents by item, the billing start and end dates are not considered when items are consolidated for a sales invoice or order. After items are consolidated based on the item consolidation criteria, the items are consolidated to a single line regardless of the start and ends dates for an item.
  • Off: When consolidating sales documents by item, the billing start and end dates are considered when items are consolidated for a sales invoice or order. After items are consolidated based on the item consolidation criteria, the items are consolidated to a single line only when the start or end dates for the item matches.

This option does not apply to deferral items.

Invoice Date

Specify the date on which to create the invoice.

Transaction Type Select the transaction type to create: Sales Order, Sales Invoice, or Both.
Option Depending on the menu selection, this will either create a sales document, or post a sales document in the job queue.