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stoneridgesoftware: Generating Product Compliance Reports in Dynamics 365 for Finance & Operations
Источник: https://stoneridgesoftware.com/gener...ce-operations/
============== Is generating product compliance reports a vital part of your business? Dynamics 365 for Finance & Operations supports basic product usage data collection by item or product for the following agencies:
Define the reporting dates On the Product compliance tab of the Inventory and warehouse management parameters form, the Annual reporting dates must be defined. ![]() Define reporting lists In an earlier blog, the process for creating regulated product/material lists was outlined. Tip: Only the lists that are marked as “Reported” may have data generated to the list. As shown below, just one of these three lists will generate any reporting information. ![]() In contrast, restricted products are presumed to always have a reporting requirement. ![]() Once standard lists are defined in the product compliance setup, individual products can be added to such lists from the released products list page. Using this option is faster if a product exists on multiple lists. Notice the Reporting details option located here, as well. ![]() For an item that has been assigned to a reporting list, selecting this option will open a form. The top half of the form allows for agency-specific details to be populated and saved. Note: the example shown below is completely hypothetical. The bottom half displays the current values for the defined reporting dates. Use the Update quantities button to refresh the Usage data. ![]() Select Item CAS relations to create or maintain information regarding Chemical Abstract Registry values as shown next. ![]() Please see the related bogs for additional information regarding product compliance. As always, please test any changes in an environment designated for testing before implementing in a Live production environment. Источник: https://stoneridgesoftware.com/gener...ce-operations/
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