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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Align Line Item Billin...
Supply chain | Supply Chain Management, Commerce
Suggested answer

Align Line Item Billing Frequency with Month-End Auto Renewal in Subscription

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Posted on by AMEERALI 45

Hi everyone,

I'm working with Subscription Billing in Dynamics 365 Finance & Operations, and I need to ensure that the billing frequency for line items aligns with the end of the month.

I have enabled "Align to month" in Recurring Contract Billing Parameters, and I have set the Billing Schedule Group to use a monthly billing frequency. However, when I create or renew contracts, the billing dates do not always align with the last day of the month.

My Questions:

 
  1. What specific settings or configurations ensure that all billing schedule lines automatically align with the end of the month?
  2. Does the renewal process require additional steps to maintain month-end alignment
I would appreciate any guidance or insights from the community. Thanks in advance!
Categories:
Dynamics 365 Supply Chain Management
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 1,997 Super User 2025 Season 1 on at
    Align Line Item Billing Frequency with Month-End Auto Renewal in Subscription
    The "Align to month" option is not configured in the Billing Schedule Group settings. Instead, it is located in the Recurring Contract Billing Parameters.
    Verify "Align to month" in Parameters
    1. Navigate to:
      • Subscription Billing > Setup > Recurring Contract Billing Parameters
    2. Enable "Align to month" under the Billing alignment settings.
    Ensure Correct Billing Schedule Group Setup
    While the Billing Schedule Group does not have a direct "Align to month" option, it should still be configured properly:
    • Billing frequency: Monthly ✅ (Correct in your setup)
    • Billing interval: 1 (Monthly) ✅
    • Ensure the contract start date aligns with the last day of the month manually if needed.
    Auto-Renewal Consideration
    In your screenshot, Renew automatically is disabled (set to No). If you want the system to auto-renew contracts with month-end alignment:
    • Enable "Renew automatically" ✅
    • Ensure the renewal start date aligns with month-end in your billing schedules.
    Final Check
    • When creating a Billing Schedule, check if the Billing Start Date aligns with the last day of the month.
    • If needed, manually adjust the Next Billing Date when renewing.
    This ensures that your subscription billing stays aligned with the end of the month. Let me know if you need further details!
  • AMEERALI Profile Picture
    AMEERALI 45 on at
    Align Line Item Billing Frequency with Month-End Auto Renewal in Subscription
     
    I cant find the Allign to month mentioned in Step 2. 
     
     
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 1,997 Super User 2025 Season 1 on at
    Align Line Item Billing Frequency with Month-End Auto Renewal in Subscription
    To ensure that all billing schedule lines align with the end of the month in Subscription Billing for Dynamics 365 Finance & Operations, follow these key steps:
    1. Configure Recurring Contract Billing Parameters
    • Navigate to Subscription Billing > Setup > Recurring Contract Billing Parameters
    • Ensure "Align to month" is enabled (which you already did).
    • Set "Align start date" to Month-end if applicable.
    2. Configure Billing Schedule Group
    • Go to Subscription Billing > Setup > Billing Schedule Group
    • Set Billing frequency to Monthly
    • Ensure the Billing period start date method is set to "Align to month"
    3. Validate Contract Creation & Line Items
    • When creating a Billing Schedule, ensure the Start Date is set to the last day of the month if necessary.
    • Verify that the "Next billing date" falls correctly at month-end.
    4. Auto-Renewal Process Adjustments
    • If using auto-renewal, confirm that the Renewal Start Date aligns with the last day of the month.
    • If misalignment occurs, manually adjust the Next Billing Date before renewal or configure custom Billing Schedule Templates that enforce month-end alignment.
    5. Validate Billing Schedule Execution
    • Run the Billing Schedule Process and check the generated Billing Schedule Lines to ensure proper month-end alignment.
    This setup ensures that all line items consistently bill at the end of each month, even upon renewal.

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