What is Cepheo Advanced Customer Approval

Dawid Kaczmarek Updated by Dawid Kaczmarek

Introduction

CEPHEO Process Industries for D365FO is an advanced and highly specialized solution for companies within process manufacturing, it builds upon the comprehensive functionality available in Microsoft D365FO.

This will cover features such as:

  • Customer/Country approval for products
  • ACA for sales orders
  • ACA for sales agreements
  • ACA for sales quotation
  • ACA for sales prices
  • Customer exclusion

This module is part of a collection of modules, that all together make up the total offer from CEPHEO for the Process industry running D365FO as ERP platform.

When all modules are installed, the overall production flow is designed to support all processes shown in the following figure:

Introduction

Cepheo Advanced Customer Approval (ACA) is a powerful extension for Microsoft Dynamics 365 Finance and Operations designed to help organizations control and document which products can be sold to which customers and countries. The module supports regulatory compliance, contractual obligations, and internal governance by enforcing approval rules directly in the sales process.

This documentation provides a structured overview of the ACA module, including setup, usage, and key concepts such as customer and country approval, exclusions, approvals, and integration with sales orders, quotations, agreements, and pricing. It is intended for consultants, key users, and system administrators who want to understand both the functional behavior and the practical impact of ACA in daily operations.

If you want to go deeper into configuration details, process flows, and advanced scenarios, the following articles will help you build a solid understanding of how ACA fits into the broader Cepheo Process Industries solution for D365FO.

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