The pains addressed by Cepheo Information Display for Batch Products

Peter Kure Bek-Thorngreen Updated by Peter Kure Bek-Thorngreen

✅ Pains Solved by Cepheo Information Display for Batch Products

1. Lack of visibility into batch information in standard D365FO

Standard Dynamics 365 FO makes it difficult to access batch attributes and batch-specific data when making operational decisions.

Pain solved: Users cannot easily see batch-specific information required for sales, production, reservations, or inventory decisions.

 

2. No unified or consistent display of batch data across processes

Without this module, each form shows different fields and inconsistent information.

Pain solved: No centralized, standardized way to define what batch information should be shown across on‑hand, reservation, add‑lines, batch merge, etc.

 

3. Time-consuming and error‑prone manual checking of batch attributes

Quality attributes, test results, and other batch attributes are hard to access in standard forms.

Pain solved: Users must drill into multiple forms or manually look up batch data before selecting or reserving batches.

 

4. Poor decision-making when selecting batches for sales or production

Because attribute values and batch data are hidden in standard views, decisions (e.g., which batch to pick) are often made with incomplete information.

Pain solved: Inability to easily compare batches based on critical metrics (e.g., quality parameters, expiration dates).

 

5. Inefficiency in on-hand inventory review for batch-controlled products

Standard on-hand lists do not automatically show batch attributes.

Pain solved: Users can't efficiently evaluate batch characteristics directly from on-hand review.

 

6. Increased risk of incorrect reservations and picking

Reservation dialogs in D365 often lack batch context.

Pain solved: Users may reserve the wrong batch because batch attributes aren’t visible during reservation.

 

7. Error risk when adding multiple sales order lines (Add lines)

Users cannot see batch attributes when selecting batches during Add Lines.

Pain solved: Lack of transparency when creating multiple sales lines leads to incorrect selections or overselling.

 

8. Difficult maintenance of product-specific batch display preferences

In standard D365FO there is no mechanic for defining different batch display groups per product.

Pain solved: No product-level configuration for which batch information should be shown.

 

9. Missing attribute visibility in batch merge processes

Batch merge selection does not use user-defined display preferences.

Pain solved: Users cannot see the most relevant batch and attribute information when selecting batches for merging.

 

10. No ability for users to customize or save their own batch information preferences

Users cannot change or save which fields they want to see.

Pain solved: Users have to manually adjust their batch view every time, leading to inefficiencies.

 

11. Missing support for WHS-specific batch reservation workflows

WHS reservation forms require batch‑above setups and do not show batch attributes properly.

Pain solved: WHS users get no visibility into batch attributes when reserving stock.

 

12. Complexities in multi-entity / cross-company data migration

Standard D365 does not include entities for batch display settings.

Pain solved: Inability to migrate batch display configurations between companies.

 

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