Cepheo Foundation
Our custom modules
HowTo
License overview
Batch jobs
Business events
Foundation release highlights
Foundation history
Base.2022.2.2.10
Base.2022.2.2.11
Base.2022.8.2.15
Base.2022.8.2.16
Base.2022.8.2.19
Base.2022.11.2.21
Base.2024.10.2.65
Base.2025.2.3.2
Base.2025.2.3.4
Base.2025.2.3.5
Base.2025.3.3.6
Base.2025.11.3.14
Base.2026.1.3.15
Base.2026.2.3.17
Release notes Foundation
What is Cepheo Foundation
Cepheo Business Documents
Business Document examples
Business Documents configuration
General for all documents
Sales order configuration
Sales invoice
Sales packing slip
Purchase order
Project invoice
Quotation
Interest note
Work report
Dynamic payment information
Release highlights Business Documents
Release notes Cepheo Business Documents
Cepheo Currency Import
Exchange rate provider
Triangulation
Release highlights Currency Import
Release notes Currency Import
What is Cepheo Currency import
Cepheo Engineering
Engineering setup
Engineering parameters
Engineering global parameteres
Change notification parameters
Classification Codes Setup
Item property setup
Manufacturer Setup
Material Quality Setup
Product setup
Spare Parts Setup
Released Item Setup
How to use Engineering
Release highlights Engineering
Engineering history
Rev.2022.5.2.5
Eng.2022.5.2.11
Eng.2022.5.2.12
Eng.2022.9.2.13
Eng.2022.11.2.14
Eng.2022.12.2.16
Eng.2023.1.2.17
Eng.2023.1.2.18
Release notes Cepheo Engineering
What is Engineering
Cepheo Estimator Metrics
Estimator metrics configuration
Estimator metrics analyze
Release highlights Estimator metrics
Release notes Estimator metrics
Cepheo Expense
Cepheo Expense Power App
Cepheo Human Resources
Setup HR extension
Use HR extension
Release highlights HR extension
Release notes HR extension
What is Human Resources Extension
Cepheo Installation
How to use Installation
Setup Installation
Release highlights Installation
Release notes Installation
Cepheo Ledger Import
How to use Ledger Import
Setup of Ledger Import
Release highlights Ledger Import
Release notes Ledger Import
Cepheo Payment Certificate for Construction
Release highlights Payment certificate for construction
Release notes Payment Certificate for Construction
Cepheo Payroll Integration
Setup of payroll
How to use payroll
Release highlights payroll integration
Release notes Payroll Integration
What is Cepheo Payroll
Cepheo Price import
Cepheo Project Control
Risk setup and use
Subscription setup and use
Project invoice proposal
Release highlights Project extension
Release notes Project control extension
What is Cepheo project control
Cepheo Project Cost Allocation
Release highlights Project Cost Allocation
Release notes Project cost allocation
What is Cepheo Project Cost Allocation
Cepheo Project Management
Release highlights Project management
Release notes Project management extension
What is Cepheo Project Management
Cepheo Sales Integration
Use sales integration
Setup sales integration
Release highlights Sales integration
Relase notes Sales Integration
Cepheo Service Integration
Use service integration
Setup service integration
Service integration parameters
Work order lifecycle models
Maintenance workers
Cepheo power platform solution
Setup Cepheo Asset management app in Resco
Virtual entities
Release notes Service Integration
Cepheo Shipment Booking
How to use Shipment booking
Notification contacts
Consolidate shipment bookings from Create Shipment booking dialog
Maintain content lines on a Container on a Shipment booking
Shipment booking setup
Shipment booking external values
Convert addresses and recipients to address quick ID's
Convert label
Convert Carrier, Carrier services and/or Additional service
Convert country, state and county
Convert currency code
Convert print favorite
Convert shipment payer account
Convert (WHS) Container types
Convert shipment booking status
Convert security group
Shipment booking parameters
Document transformations
Shipment booking senders
Shipment booking labels
Shipment booking print favorites
Shipment booking security group (nShift Delivery)
Carrier container types
Shipment booking cost rule
Printers and Printer locations
Import Carrier
Shipment booking app setup
Release highlights Shipment booking
Release notes Shipment Booking
What is Shipment booking
Cepheo Subscription
Setup of subscription
How to use subscription
Release highlights Subscription
Release notes Subscription
Cepheo Test and Certification
Certification and testing
Release highlights Test and certification
Release notes Test and Certification
Cepheo Timesheet
Timesheets
Hour balance
Timesheet extension release highlights
Timesheet extension history
Ts.2022.3.2.15
Ts.2022.3.2.16
Ts.2022.4.2.17
Ts.2022.4.2.18
Ts.2022.4.2.19
Ts.2022.5.2.22
Ts.2022.9.2.24
Ts.2023.2.2.30
Ts.2023.2.2.31
Ts.2023.4.2.33
Ts.2025.3.4.9
Ts.2025.04.4.14
Ts.2026.2.4.21
Release notes Timesheet extension
What is Cepheo Timesheet
Cepheo Vendor Catalog
Cepheo Quality and Sample Management
What's new or changed in Quality and Sample Management
Version history
Release notes Cepheo Quality and Sample Management
Version 2025.11.1.9
Version 10.42.66.2
Version 10.42.66.3
Cepheo Quality Sample Management Version 2025.12.1.40
Cepheo Quality Sample Management Version 2026.1.1.74
Cepheo Quality Sample Management Version 2026.2.1.101
Introduction to Quality and Sample Management
Advanced Quality Control
Setup
Advanced Quality Control
Fail immediately
Update Advance Quality Order Phase based on Quality Order Status
Register test results
Advanced quality work when merging batches (reference type = Inventory)
How to transfer Out of Spec test results to batch attributes
Reservation concept for Batch and warehouse enabled products
View test results
Sample management
Batch disposition master
Disposition code not allowed for location
Preparing disposal of archived samples
Frequencies
Advanced quality associations with ref type different from ‘Quality sample’
Stability testing
Printing of sample labels
Advanced quality associations with reference type ‘Quality sample’
View item tracing
Printing of quality order report
How to transfer test results from bulk batch to Finished Goods batch
Item sampling
Transfer disposition code from Bulk product to finished goods
Manual transfer of test results to batch attributes
Automatic creation of Non-conformance orders
How to enable automatic transfer of test results to batch attributes
Quantities field on Advanced Quality orders
Calculation method
Warehouse management application
Overview - WMS app
Set up a mobile device menu items for receiving processes
Set up a mobile device menu item for changing batch information
Set up a mobile device menu item for registering or adding test results
Set up a mobile device menu item for setting a sample status
Set up a mobile device menu item for changing license plate disposition code
Set up a mobile device menu item for moving sample type
Set up a mobile device menu item for creating a sample
Configure detours for steps in mobile device
Automatic release of license plates
Quality Work Forecasting
Batch Manufacturing Date
Update of manufacturing date
Setup of tracking number group
Update of Expiration Date
Batch Manufacturing Date
Formula Yield Extension
Electronic signature
Quality workspace
Quality workspace
Tab page Advanced quality orders/test results
Tab page Quality samples
Tab page Summary
Data entities
Security
Extension points
Cepheo Global Data Management
Installation
Global data management setup
Validate
Example
Refresh fields setup
Create a data table from a data entity
Recreate company updates
Relation
Table browser
Table setup
InventItemGroupItem
Default values
InventModelGroupItem
Fields setup
Push records
Selection management
Company Distribution
Global data management setup
Record updates
Periodic
Batch push data
Batch push data - multi-threaded
Clean up Event log
Relating existing records
Clean up Record updates
Active is set to Yes
Periodic
Update triggers
Refresh fields setup
GDM monitoring
Overview per company
Managing data
GDM Security setup
Cepheo GDM setup
The company groups setup
Global data management owner
Setting the Cepheo GDM Parameters
Cepheo GDM setup
Known issues
Example: Create new customer
Release highlights Cepheo Global Data Management
Cepheo Global Data Management version 2026.3.1.74
Cepheo Global Data Management version 2025.12.1.38
Cepheo Global Data Management version 2026.3.1.83
Cepheo Global Data Management version 10.42.66.1
Cepheo Global Data Management version 2025.11.1.7
What is Cepheo Global Data Management
Release notes Cepheo Global Data Management
Cepheo Shipping Packaging Management
Terms and abbreviations
Release highlights Cepheo Shipping Packaging Management
Release notes Cepheo Shipping Packaging Management
Cepheo Shipping Packaging Management version 2025.11.1.3
Cepheo Shipping Packaging Management Version 2026.2.1.5
Cepheo Shipping Packaging Management version 2025.12.1.4
Introduction to Cepheo Shipping Packaging Management
What is Cepheo Shipping Packaging Management
Cepheo Shipping Packaging Management – Pain Points & How the Module Solves Them
Shipping Packaging framework
Shipping Packaging framework
Feature Management for Cepheo Shipping Packaging Management
Packaging types
Packaging groups
Shipping packaging management setup
Packaging management for products
Advanced packaging management for products
Packaging item groups
Packaging management for custoners/vendors
Packaging management for transfer orders
Packaging management for Intercompany and direct delivery
Packaging management for carriers
Packaging management on a sales/purchase order
Packaging management on sales return orders (RMA)
Packaging management on loads/shipments
Packaging management manually on a sales/purchase order
Packaging management automated as part of the sales/purchase order packing slip update
Packaging management as part of transfer orders
Packaging management as part of transfer journals
Linking registrations to shipment/loads
Reporting packaging without order reference
Reporting packaging transactions to a pool owner
Setup of Packaging Pools
Using mobile device for registration of packaging
Packaging on-hand
Settle packaging
Suggestion production process
Packaging filters and overview
Taxes in Transfer Orders – Cepheo Shipping & Packaging Management
License configuration key
License
Security
Data Management - Entities
Cepheo Product Documentation Management
Security
Document overview groups
Data entities
License configuration key
Product data sheets and batch certificates
Data sheets (PIM\Common\Data sheet)
Basic setup
Printing certificates for a batch
Additional information on data sheets and certificates
Electronic signature – Approve data sheet
Document-specific information
Product data sheets and batch certificates
License
Terms and abbreviations
Release notes Cepheo Product Documentation Management
What is Cepheo Product Documentation Management
Cepheo Product Data Management Extension
Security
BOM Comparison (PIM\Common\Released products)
License configuration key
Terms and abbreviations
Data entities
Customer-specific order settings (PIM\Common\Released products)
Product lifecycles
License
What is Cepheo Product Data Management Extension
Release notes Cepheo Product Data Management Extension
Cepheo Extended Production Handling
License key
Terms and abbreviations
Release highlights Cepheo Extended Production Handling
Cepheo Extended Production Handling version 2025.12.1.4
Cepheo Extended Production Handling version 2025.11.1.3
Cepheo Extended Production Handling Version 2026.3.1.8
Data entities
Automatic reporting as finished for sub-productions
Prerequisites and setup
Reporting quantity as finished from finished product
Mix pools
Automatic reporting as finished for sub-productions
Ending productions from finished product production
Concept
Reporting negative quantity as finished from finished product (roll-back)
Reporting overproduced quantity as finished from finished product
Supported process flow
License configuration key
Security
Consolidated batchorders
Consolidated batchorders
Choosing planned bulk orders only
Choosing planned pack and bulk orders
Choosing planned pack orders only
Menus for the planner
Working with the "Firm consolidate batch orders" form
Working with the "Consolidated batch order" form
Quantity view for consolidated batch order
What is Cepheo Extended Production Handling
Release notes Cepheo Extended Production Handling
Cepheo Information Display for Batch Products
What's new or changed in Cepheo Information Display for Batch Products
Introduction to Cepheo Information Display for Batch Products
What is Cepheo Information Display for Batch Products
The pains addressed by Cepheo Information Display for Batch Products
Batch Information Display
Batch information display setup
Batch Information Display
Batch information display for on-hand
Batch information display groups
Item batch information display group
Batch information display for reservation
Batch information display on ‘Batches’ form
On-hand list and display dialog
Batch information display for sales order add lines-function
Batch information display for Batch merge
Case: On a release product, a specific attribute needs to be shown.
Security
Entities
Cepheo Advanced Customer Approval
Security
ACA and Intercompany
ACA for trade agreements (Prices)
ACA for sales quotations
Terms and abbreviations
License configuration key
Data entities
Customer exclusion
ACA for sales agreements
Advanced Customer Approval (ACA)
ACA Inquiry forms
Printing sales order
Setup for Advanced Customer Approval
Show only approved products
Using ACA information for purchase
Advanced Customer Approval (ACA)
What is Cepheo Advanced Customer Approval
Release notes Cepheo Advanced Customer Approval
Cepheo Advanced Vendor Management
License
Advanced Vendor Approval (AVA)
Purchase order
Purchase agreement
AVA for trade agreements (Prices)
Advanced Vendor Approval (AVA)
Setup of AVA's on a released product
Source and destination control
License configuration key
Security
Vendor exclusion
Data entities
Vendor Audit Management
Audit records
Vendor Audit Management
Number sequence for Vendor Audit
Vendor audit score
Vendor audit status
Audit requirement
Vendor and manufacturer certifications
Terms and abbreviations
Release notes Cepheo Advanced Vendor Management
What is Cepheo Advanced Vendor Management
Release notes AVM
Cepheo Label Extension for Warehouse Management
Label viewer tool
Warehouse document routing layout
Security
Terms and abbreviations
License
Entity
Configuration keys
What is Cepheo Label Extension for Warehouse Management
Release notes Cepheo Label Extension for Warehouse Management
Release notes LEWM
AX2012
Cepheo MVA-melding
MVA Setup
MVA Reporting
Step 4: Reporting
Step 4 | Section 1: Tax reports
Step 4 | Section 2: Standard tax codes
Step 4 | Section 3: Tax specifications
Step 4 | Section 4: Report remark
MVA Multicompany setup
MVA Intercompany setup
MVA Intercompany Tax report
Cepheo SAF-T reporting
Cepheo Software Licensing
- All Categories
- Cepheo Software Licensing
- Administration
- Data, Security, and Troubleshooting
Data, Security, and Troubleshooting
Updated
by Dawid Kaczmarek
This article provides full transparency on what data CSL transmits, how authentication tokens are secured, and how to resolve common licensing and registration issues.
Data Sent to Cepheo
Registration Data
Sent once, on first system startup:
| Data Point | Source |
|---|---|
| Tenant ID | Azure AD tenant identifier from D365FO platform APIs |
| Environment ID | D365FO environment identifier from platform APIs |
Telemetry Data
Sent daily by the telemetry batch job:
| Data Point | Description |
|---|---|
| Tenant ID | Azure AD tenant identifier |
| Environment ID | D365FO environment identifier |
| Environment name | Friendly name of the D365FO environment |
| D365FO platform version | Application platform version |
| D365FO application version | Application release version |
| Per module: license model | Module identifier |
| Per module: installed version | Currently installed module version |
| Per module: used license count | Number of licenses in use |
Important: CSL does not transmit any business data, customer records, financial transactions, or personally identifiable information. Only environment identifiers and usage metrics are sent.
Security
Token Encryption
Customer and refresh tokens are encrypted at rest using the D365FO platform's built-in encryption framework. Token values are never displayed in plain text in the user interface.
Token Handling Rules
- Never copy or transfer token values between environments. Each environment has its own registration and tokens.
- Never share token values via email, chat, or support tickets.
- Re-registration requires manual token entry in the current version. Treat this as a security-sensitive administrator operation and restrict access to authorized personnel only.
Access Requirements
The License Management form is accessible to users with read access to the CSLParameters menu item. No custom security roles are defined in CSL — access is managed through standard D365FO security role assignment. System Administrator access is required for token operations and configuration changes.
Cross-Company Scope
License data is shared across all legal entities in the D365FO installation. Switching companies does not change the data shown in the License Management form.
Troubleshooting
License View Is Empty
| Symptom | Cause | Resolution |
|---|---|---|
| No rows or blank license columns | Normal after installation — license data is populated on first refresh | Verify registration is Registered, then click Refresh licenses. |
Module Missing from License View
| Cause | Resolution |
|---|---|
| Package not deployed successfully | Verify deployment in LCS. |
| AOS not restarted after deployment | Restart the AOS — CSL creates module rows on startup. |
| Module lacks a license provider class | Contact Cepheo support. |
Expired License
| Symptom | Resolution |
|---|---|
| ⚠️ icon, expiration date in the past, dashboard warning | Contact Cepheo to renew. After renewal, click Refresh licenses to update. |
Used Count Exceeds License Quantity
| Symptom | Resolution |
|---|---|
| ⚠️ icon, Used licenses > License Qty, dashboard warning | Contact Cepheo to increase the license quantity, or reduce active users. |
Registration Status: Not Registered
| Cause | Resolution |
|---|---|
| Firewall blocking outbound HTTPS to the API endpoint | Allow outbound TCP 443 to Cepheo Licensing API. |
| Proxy not configured for AOS service account | Configure proxy or add the endpoint to the bypass list. |
| Endpoint URL incorrect | Correct the URL on the Configuration tab, restart the AOS. |
| Environment not provisioned by Cepheo | Contact Cepheo with your tenant ID and environment ID. |
Registration Status: Failure
| Symptom | Resolution |
|---|---|
| Status = Failure, Status Message shows an error | Read the Status Message and audit log. Fix the underlying issue (network, endpoint). Then perform manual token entry and use Refresh token to validate. |
Token Expired
| Symptom | Resolution |
|---|---|
| Status = Token expired, license data not updating | Click Refresh token on the Token Information FastTab. If both batch tasks show Not scheduled, restart the AOS to recreate them. |
Batch Jobs Missing
| Symptom | Resolution |
|---|---|
| Configuration tab shows Not scheduled for one or both batch tasks | Restart the AOS. CSL recreates both batch jobs automatically on startup. |
Refresh Licenses Button Fails
| Symptom | Resolution |
|---|---|
| Error message after clicking Refresh licenses | Check registration status first — fix registration or token expiry before retrying. Check the audit log for error details. Verify network connectivity. |
When to Contact Cepheo
- Registration repeatedly fails with HTTP 401/403 even after verifying network access.
- Your tenant ID or environment ID is not recognized by the licensing service.
- You have changed your Azure AD tenant and need re-provisioning.
- A module does not appear in the License View after deployment and AOS restart.