Life Sciences Supply Chain Management enables users to manage the item change approval workflows, thus allowing a review of item changes before they are applied in the system.
Users can enable the workflow by setting the Enable item change approval parameter to Yes in the Released products tab of the Product information management parameters form (Product information management > Setup > Product information management parameters).
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 |
|---|---|
Salt code | Released product details |
Include in Sunshine Act report | Released product details |
Controlled substance | Released product details |
Controlled substance schedule | Released product details |
Shelf advice period in days | Released product details |
Shelf life period in days | Released product details |
Best before period in days | Released product details |
Destroy by period in days | Released product details |
Period after opening in days | Released product details |
Shelf advice date calculation | Released product details |
Expiration date calculation | Released product details |
Best before date calculation | Released product details |
Batch number group | Released product details |
Sub batch number group | Released product details |
Tolerance | Released product details |
Reference part weight | Released product details |
Use code (Target sub batch) | Released product details |
Manufacturing date calculation (Target sub batch) | Released product details |
Other dates calculation (Target sub batch) | Released product details |
Storage condition (Target sub batch) | Released product details |
Default use code | Released product details |
Manufacturing date assignment | Released product details |
Approved storage attribute check method | Released product details |
Approved storage condition check method | Released product details |
Approved use code check method | Released product details |
Approved vendor check method | Released product details |
Approved manufacturer check method | Released product details |
Batch disposition status check method | Released product details |
Shelf advice date check method | Released product details |
Best before date check method | Released product details |
Container configuration check method | Released product details |
Product name | Released product details |
Description | Released product details |
Item model group | Released product details |
Product lifecycle state | Released product details |
Container configuration | Approved container configurations |
Default | Approved container configurations |
Label | Storage conditions |
Approved (Storage conditions) | Storage conditions |
Storage attribute | Storage attributes |
Print on label | Storage attributes |
Label | Storage attributes |
Skip check | Storage attributes |
Placebo | Approved placebos |
Value | Product attribute values |
Stopped (Inventory) | Default order settings |
Stopped (Sales order) | Default order settings |
Stopped (Purchase order) | Default order settings |
Product number | Related products |
Relation type | Related products |
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 item without processing it through the workflow.
Reject changes – Changes cannot be made to the item. 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 item 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 item changes workflow. The workflow template can be setup in the Product information management workflows form (Product information management > Setup > Product information 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 item change workflow approval element applies the changes to the item.
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.