Configure and run job to calculate statements

Important

Dynamics 365 Retail is now Dynamics 365 Commerce - offering comprehensive omnichannel commerce across e-Commerce, in-store, and call center. For more information about these changes, see Microsoft Dynamics 365 Commerce.

This procedure walks through configuring and running recurrent batch jobs to create and calculate statements for a selected store or group of stores. This procedure uses the USRT company in demo data.

  1. Go to All workspaces > Store financials.
  2. Click Calculate statements.
    • Select either a specific store, or a node if you want to create the batch job for a group of stores.
    • Click the arrow to add your selection.
  3. Click the Run in the background tab.
  4. Under Batch processing, select 'Yes'.
  5. Click Recurrence.
  6. In the Start date field, enter a date.
  7. In the Start time field, enter a time.
  8. Select the No end date option.
  9. In the PatternUnit field, enter 'Days'.
  10. In the Per field, enter a number.
  11. Click OK.
  12. Click OK.