Configure and run job to post 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 a recurrent batch job to post 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 Post statements in batch.
    • Select an organizational hierarchy and then in the organization nodes tree, select either an individual store or a node. Select 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. Run in the background
  4. Check or uncheck the Batch processing checkbox. Batch Processing
  5. Click Recurrence.
  6. In the Start date field, enter a date.
  7. In the Start time field, enter a time.
    • Choose whether you want to end the recurrence after a specific number of runs, at a specific date, or never. Then choose the various options to define how frequently you want the job to run.
  8. Click OK.
  9. Click OK.