Set up the release control parameters to define the behavior of releasing and receiving products.
| 1. | Go to Product engineering > Setup > Product engineering parameters. |
| 2. | Click the Release control tab. |
| 3. | Push: Items are released by the engineering company and added to the released items of the logistical company. Push/pull: Items are released by the engineering company (push). The logistical company decides if the items are received and added to their released items (pull). |
| In the Release control field, select an option. | |
| 4. | Choose if the item number is determined by the engineering product number sequence or the local item number sequence when it is received in the logistical company. |
| In the Item number rule field, select an option. | |
| 5. | Choose if the BOM name is determined by the engineering name or the received item number when it is received in the logistical company. |
| In the BOM name rule field, select an option. | |
| 6. | Choose if the route name is determined by the engineering name or the received item number when it is received in the logistical company. |
| In the Route name rule field, select an option. | |
| 7. | Choose whether or not you want to perform the standard D365 BOM check as part of the release. |
| Select an option in the Run BOM check field. | |
| 8. | Choose what happens if an item is released with an inactive BOM: allow (allow the release to continue without warning), warn (allow the release to continue with warning), or block it (the complete release is stopped). |
| In the Release behavior of inactive BOM field, select an option. | |
| 9. | Choose what happens if an item is sent with an inactive route: allow, warn, or block it. |
| In the Release behavior of inactive route field, select an option. | |
| 10. | Define the template item for non-engineering items with a BOM. |
| In the Template BOM item field, enter or select a value. | |
| 11. | Define the template item for non-engineering items without a BOM. |
| In the Template purchase item field, enter or select a value. | |
| 12. | Define the template item for non-engineering service items. |
| In the Template service item field, enter or select a value. | |
| 13. | Define if, on releasing an item, a BOM approval is copied from the engineering company to a logistical company. Otherwise, the BOM must be approved again in the logistical company. |
| Select an option in the Copy BOM approval field. | |
| 14. | Define if, on releasing an item, a BOM activation is copied from the engineering company to the logistical company. Otherwise, the BOM must be activated again in the logistical company. |
| Select an option in the Copy BOM activation field. | |
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Note: You can only select the Copy activation check box if the BOM approval is copied. |
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| 15. | Define if, on releasing an item, a route approval is copied from the engineering company to the logistical company. Otherwise the route must be approved again in the logistical company. |
| Select an option in the Copy route approval field. | |
| 16. | Define if, on releasing an item, a route activation is copied from the engineering company to the logistical company. Otherwise the route must be activated again in the logistical company. |
| Select an option in the Copy route activation field. | |
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Note: You can only select the Copy activation check box if the approval is copied. |
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| 17. | Close the page. |
| Related to | Notes |
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Set up product engineering parameters |
