Introduction

The purpose of setting up compliance documents is to ensure that during the process of buying or selling from a specific vendor or customer, the relevant vendor compliance documents, customer compliance documents, and item compliance documents are available and have been approved by the person responsible.

These documents serve various purposes, including customs, transport, and quality documents, with or without certification. The compliance documents can be set up with an expiration date. The system provides information on expired compliance documents used in the sales and purchase order processes and the compliance documents that are about to expire within a specified time period.

When creating a new sales or purchase document, such as an order, invoice, return order, or credit memo, the corresponding vendor, customer, and item compliance documents will be automatically included in the purchase and sales compliance documents. This provides visibility on the validity of the compliance documents used in the sales and purchase processes and allows the user to view and control the linked compliance documents.

Additionally, Power Automate can be set up to notify a user about vendor, customer, and item compliance documents that are about to expire within the given time period. This information can be used to take precautionary actions so the compliance documents can be updated/changed in time.

Besides the possibility of using compliance documents within the sales and purchase processes, users can also set up compliance documents applicable to their own company and use them for informational purposes.

The system can handle compliance documents in file types such as PDFs. These documents can be assigned in Microsoft Dynamics 365 Business Central to the compliance documents by using the extension Document Link and will be stored in the Azure Blob storage account. For more details, click here.