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Set up product compliance parameters [AX 2012]

Updated: February 5, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this procedure to set up parameters to create and maintain product compliance records. You can select which parameters to set up for your company.

  1. Click Inventory management > Setup > Inventory and warehouse management parameters.

  2. Click the Product compliance FastTab.

  3. In the Administrator user ID field, select the user identification for the product compliance administrator. This user receives the notifications that you select in the Product safety data sheet notifications group.

  4. In the Product safety data sheet validity in days group, set up the following parameters:

    • Validity in days – Enter the default number of days that product safety data sheets are valid from their approval date.

    • Expiry advice in days – Enter the number of days before the expiration date of product safety data sheets that users are notified of the pending expiration.

  5. In the Annual reporting quantity group, select the start and end dates used to calculate annual quantities for reporting usage data.

  6. In the Compliance group, select the options that are required to issue user warnings when product safety data sheets are expired or were never sent to the customer. You can decide to print these documents at the time when packing slips are printed to provide to customers who never received the documents. You can also prevent the posting of packing slips and invoices when the documents are expired.

  7. In the Product safety data sheet control group, select the option to require users to specify a reason when product safety data sheets are modified. You also select the basis to use for determining the effective date for product safety data sheets when sales order and purchase order transactions are generated. You can select from the following options:

    • Current date — Use the product safety data sheet that is in effect on the date that the sales order or purchase order is entered as the active document.

    • Delivery date — Use the product safety data sheet that is in effect on the requested delivery date for the sales order or purchase order as the active document. This is the date on which the sales order or purchase order is expected to ship.

  8. In the Product safety data sheet notifications group, select the options for issuing alerts and warnings to the product compliance administrator. This is done when product safety data sheets are either expired or were never sent to the customer. You can also select printing and posting parameters.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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