Introduction

Key Usage Scenario’s

• Make sure company’s compliance and certification documents are valid when issuing sales orders.
• Create to-do’s / Checklists for specific business processes.
• Attach policies and procedures to production / assembly orders.
• Save monitoring and auditing records for vendors. Make sure vendor records are valid when placing a pruchase order.
• Keep track of compliance history records for a specific item.

Dependencies

As Process Documents can be saved as attachments, Process Document Management will depend on Bricklead’s Document Storage to organize attachment regsitration. Please make sure you setup this app prior to setup Process Document Management App.

If the Document Storage service is not enabled then attaching files to Process Document Management is not possible.

Supported Editions

This app supports the Essential and Premium editions of Dynamics 365 Business Central.

Supported Countries

All countries where Microsoft Dynamics 365 Business Central is available.

Supported Languages

Dutch, English, French, German, Italian, Portuguese, Spanish, .

Requirements

Basic knowledge of basic setup and use of Microsoft Dynamics 365 Business Central.