Published at: 2026-09-17
Configure periodic automatic receivables
Periodic automatic receivables apply to subscription-based or recurring-billing business. Administrators configure periodic Products, the receivable switch, and a Workflow to generate Account Receivable Bills automatically.
Before you start
- Confirm the goods or Products that require periodic billing.
- Decide whether to generate Account Receivable Bills all at once or close to each settlement time.
- Confirm the Workflow Trigger Object and start time.
Procedure
- In the goods or Product configuration, turn on the Periodic Product switch.
- Go to Setup > Business Rule Management > Receivable and Payable Management > Enable Automatic Receivables.
- Select an Account Receivable Bill generation method: Generate All at Once or Generate Near the Due Date.
- If you select Generate Near the Due Date, set the number of days in advance.
- Create a Workflow and set the Trigger Object to Order Product or Contract Product.
- Set the Workflow start time, such as after approval or when the Effective Date arrives.
- In a Workflow node, run the APL function
Fx.crm.periodicAccountsReceivable. - Click Save and enable the Workflow.
Generation methods
| Method | Description |
|---|---|
| Generate All at Once | After an Order meets the trigger conditions, immediately generate all Account Receivable Bills for the Order lifecycle |
| Generate Near the Due Date | Generate the Account Receivable Bill for each period N days before its settlement time |
Verification results
Use an Order Product or Contract Product that meets the trigger conditions to verify the configuration. Confirm that the Workflow generates the corresponding Account Receivable Bill after it runs.
[!WARNING] Periodic automatic receivables depend on a Workflow node running the specified APL function. Without a Trigger Object, start time, or function node, the system cannot automatically create Account Receivable Bills according to this configuration.