Sales invoice example

Project invoice summary with details

Project invoice detailed

General for all documents

Sales order configuration

Sales invoice

Sales packing slip

Purchase order

Project invoice

Quotation

Interest note

Work report

Dynamic payment information

Business Documents history

Set up exchange rate provider

Create batch job for currency import

Enable triangulation feature

Set up triangulation

Use triangulation

Currency import history

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 classification codes on Items

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

Configuration details

Transaction volume analysis

Estimator Metrics history

Setup Cepheo Expense Extension

Expense history

Trv.2022.4.2.7

Trv.2022.4.2.8

Security roles

Implementation Guide

Expense parameters in D365 FO

Setup Human Resources Extension

Use Human Resources Extension

HR extension history

Create Location and Sub-Locations

Create New Installation

Installation history

Inst.2022.5.2.30

Inst.2022.5.2.31

Inst.2022.6.2.32

Parser setup

Journal Imports (Global)

Journal imports

Ledger import history

Payment certificate for construction history

Setup of payroll

Usage of payroll

Payroll integration history

Price Import history

Risk and measures

Subscription automation

Create project invoice proposal with options

Pex.2025.11.2.13

Project cost allocation history

Pca.2025.10.2.1

Pjm.2025.8.3.1

Pjm.2025.04.2.1

Project Management history

Create customers and vendors

Validation of customers

Integrate with Sales

Sales integration history

Sls.2025.5.4.4

Sls.2025.9.4.7

Service integration parameters

Work order lifecycle models

Maintenance workers

Virtual entities

Notification contacts

Consolidate shipment bookings from Create Shipment booking dialog

Maintain content lines on a Container on a Shipment booking

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

Packing station

Printer setup for packing slip (Preview)

Shipment booking history

Sb.2024.11.3.37

Setup Subscription

Subscription invoice process

Subscription history

Product Certification and testing

Setup Test and Certification

Use Test and Certification

Act.2022.5.2.3

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

Vendor catalog history

Cepheo Quality and Sample Management version 2025.11.1.9

Cepheo Quality and Sample Management version 10.42.66.3

Cepheo Quality and Sample Management version 10.42.66.2

Setup

Advanced Quality Control

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

Using the Warehouse management app and Advanced quality control

View test results

Sample management

Batch disposition master

Disposition code not allowed for location

Preparing disposal of archived samples

Navigation

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

Automatic release of license plates

Release scenario

Setup

Batch/Production orders

Released products

Formula Yield Extension

Formulas/BOM's

Output

Setup

Quality Work Forecasting

Signing a record

Enabling a user

Activating a signature

Electronic signature

Unique signature

Quality workspace

Tab page Advanced quality orders/test results

Tab page Quality samples

Tab page Summary

Security

Update of manufacturing date

Setup of tracking number group

Update of Expiration Date

Batch Manufacturing Date

Usage for Power App and Flow

Data entities

Terms and abbreviations

Extension points

Version history

Import setup

Installation

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

Global data management setup

Record updates

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

Create/edit data

Push / pull data manually

Managing data

GDM Security setup

The company groups setup

Global data management owner

Setting the Cepheo GDM Parameters

Cepheo GDM setup

Known issues

Example: Create new customer

Default Values

Related tables

Cepheo Global Data Management version 10.42.66.1

Cepheo Global Data Management version 2025.11.1.7

License configuration key

License

Terms and abbreviations

Security

Cepheo Shipping Packaging Management version 2025.11.1.3

Packaging item groups

Packaging management on sales return orders (RMA)

Packaging management automated as part of the sales/purchase order packing slip update

Reporting packaging without order reference

Packaging management on loads/shipments

Packaging management as part of transfer journals

Shipping packaging management setup

Reporting packaging transactions to a pool owner

Settle packaging

Packaging management as part of transfer orders

Packaging management manually on a sales/purchase order

Packaging on-hand

Setup of Packaging Pools

Packaging management for Intercompany and direct delivery

Using mobile device for registration of packaging

Packaging management on a sales/purchase order

Shipping Packaging framework

Advanced packaging management for products

Packaging management for carriers

Packaging groups

Packaging types

Packaging filters and overview

Packaging management for products

Linking registrations to shipment/loads

Packaging management for custoners/vendors

Suggestion production process

Packaging management for transfer orders

Data Management - Entities

Security

Document overview groups

Data entities

License configuration key

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

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

License key

Terms and abbreviations

Cepheo Extended Production Handling version 2025.11.1.3

Data entities

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

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

License

License configuration key

Entities

Security

Batch information display for on-hand

Batch information display groups

Batch information display setup

Batch information display for reservation

Batch Information Display

Batch information display on ‘Batches’ form

Item batch information display group

On-hand list and display dialog

Batch information display for sales order add lines-function

Batch information display for Batch merge

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

ACA Inquiry forms

Printing sales order

Setup for Advanced Customer Approval

Show only approved products

Using ACA information for purchase

Advanced Customer Approval (ACA)

License

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

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

Label viewer tool

Warehouse document routing layout

Security

Terms and abbreviations

License

Entity

Configuration keys