Life Sciences Supply Chain Management allows users to manage the batch change approval workflows, thus allowing a review of batch changes before they are applied in the system.
Users can enable the workflow by setting the Enable batch change approval parameter to Yes in the Inventory and warehouse management parameters form (Inventory management > Setup >Inventory and warehouse management parameters > Proposed changes tab > Batch change approval FastTab).
In the list of fields, users can select the Enable checkbox for every field that must be approved before the changes can be made.
The following fields are available:
Field | Form |
|---|---|
Expiration date | Batches |
Manufacturing date | Batches |
Shelf advice date | Batches |
Best before date | Batches |
Destroy by date | Batches |
Use code | Batches |
Batch disposition code | Batches |
Maximum daily dose | Batches |
Vendor batch date | Batches |
Vendor expiry date | Batches |
Vendor batch number | Batches |
Manufacturer batch number | Batches |
Manufacturer | Batches |
Storage condition | Batches |
Container configuration | Batches |
Synthetic route | Batches |
Alternate batch number | Alternate batch numbers |
Restriction | Restrictions |
Restriction type | Restriction types |
In the Data entity behavior field, users can select the action that should be used when data is imported:
Allow changes without approval – The data entity can update the batch without processing it through the workflow.
Reject changes – Changes cannot be made to the batch. The import will fail for the fields that are enabled for the workflow.
Create change proposals – All fields will be changed except the fields that are enabled for the workflow. The new values for those fields will be added to the batch as proposed changes. The data entity will not automatically start the workflow, and users must submit the proposed changes as required.
The workflow name is Proposed batch changes workflow. The workflow template can be setup in the Inventory management workflows form (Inventory management > Setup > Inventory management workflows).
STAEDEAN Life Sciences workflow templates leverages D365 workflow engines and standards. Please refer to the Microsoft Dynamics 365 Finance & Supply Chain Management training material for information on how to configure a workflow instance.
Users can set up the workflow according to the required approval process. The Workflow approval for proposed batch change workflow approval element applies the changes to the batch.
When a field that is enabled for the workflow is changed:
The Proposed changes page appears, showing the original and new values of the field.
The changed field is reverted to its original value.
A status message informs that the changes have been logged but have not yet been submitted to the workflow.
All changed fields (unless they are not enabled for the workflow) are added to the list on the Proposed changes page. To discard the proposed value for a field, use the Discard button next to the field in the list. To discard all changes, use the Discard all changes button, if enabled, at the bottom of the page. Select OK to close the page.
When there is at least one proposed change, two additional buttons are displayed in the Action Pane:
The Proposed changes button opens the Proposed changes page, thus allowing the user to review the changes.
The Workflow > Submit button allows to submit the changes to workflow. The Workflow status of proposed change field is changed from Changes not submitted to Changes pending approval.
The workflow follows the standard workflow process. The approver is directed to the Released product details page, where they can review the changes on the Proposed changes page and then select Workflow > Approve to approve or Workflow > Reject to reject them. A reason code and a comment must be entered. After all approvals are completed, the fields are updated with the proposed values.