Keeping track of the many regulatory and financial documents as a food and beverage business can be overwhelming. Every combination of vendor and item (or item group) can have its own documentation requirements, making it difficult to ensure the proper paperwork exists for a specific transaction. There are also quality certificates, which expire and need to be renewed on a recurring basis. 

More Control of Your Critical Documents

Aptean Compliance Documents for Food and Beverage provides a simple, straightforward way of tracking all of your vendors’ quality certifications, with full visibility to each certificate’s expiration status. Define the necessary compliance documents, then link them to your vendors and purchase records. Compliance documents can be configured to apply for all items, item groups or specific item records. During release, receiving or invoicing, you can easily check the approval status of a purchase record’s assigned compliance documents. Staying on top of the expiration dates for quality certificates is no longer a guessing game, either. The solution provides visual cues to alert you when any certificates are approaching expiration. In addition, notifications about upcoming certificate expirations can be sent to the appropriate managers using tools like Power Automate.

Key Features

Stay Flexible – Define multiple compliance documents for your vendors, per item or item group
Streamline Compliance – Attach compliance documents to purchases, either manually or automatically through the vendor’s setup
Stay on Top of Your Documents – Status tracking allows you to see whether assigned compliance documents are approved
Control Each Step – Use control checks to ensure that all documents have been approved during different stages of the purchase process
Eliminate Double Work – Maintain history by copying a purchase order’s compliance documents to related posted records
Don’t Bother Guessing – Quickly determine which quality certificates have already or are about to expire through visual cues

Pricing

Compliance Documents is free to use for the first 30 days. A paid subscription is required after the trial expires. Please contact us for more information on the pricing.

Supported Editions

This app supports the Premium edition of Microsoft Dynamics 365 Business Central (which must be installed in advance).

Supported Countries.

Australia, Belgium, Bulgaria, Canada, Denmark, France, Germany, Ghana, India, Indonesia, Ireland, Malaysia, the Netherlands, New Zealand, Nigeria, Norway, the Philippines, Poland, Singapore, South Africa, Spain, Sweden, Switzerland, the United Kingdom, and the United States.

Supported Languages

Danish, Dutch, English, French, German, Spanish, and Swiss German.

Aptean Compliance Documents for Food and Beverage

by Aptean