Our custom modules

HowTo roles

HowTo in forms

Use DMF with HowTo

Show license details

Setup batch jobs

Alerts

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

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

Journal import process

Journal imports

Journal Import groups

Parser setup

Access keys

Ledger import history

Payment certificate for construction history

Setup of payroll

Usage of payroll

Payroll integration history

Pai.2026.3.3.12

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

Setup forecast distribution

Setup Forecast Models

Pjm.2026.4.3.11

Pjm.2025.8.3.1

Pjm.2025.04.2.1

Pjm.2026.2.3.7

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

Use Cepheo Asset management app

Use Service integration functionality in D365FO

Service integration parameters

Work order lifecycle models

Maintenance workers

Cepheo power platform solution

Setup Cepheo Asset management app in Resco

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

Export declaration in Shipment booking

Packing station

Printer setup for packing slip (Preview)

Sb.2026.3.4.34

Sb.2024.11.3.37

Shipment booking history

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

Ts.2026.2.4.21

Vendor catalog history

Release notes Cepheo Quality and Sample Management

Cepheo Quality Sample Management Version 2025.11.1.9

Cepheo Quality Sample Management Version 10.42.66.2

Cepheo Quality Sample Management Version 10.42.66.3

Cepheo Quality Sample Management Version 2026.3.1.133

Cepheo Quality Sample Management Version 2025.12.1.40

Disposition code for location “Production input”

Cepheo Quality Sample Management Version 2026.1.1.74

Cepheo Quality Sample Management Version 2026.4.1.139

Cepheo Quality Sample Management Version 2026.2.1.101

Terms and abbreviations

What is Cepheo Quality and Sample Management

Navigation

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

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

Setup

Release scenario

Output

Setup

Quality Work Forecasting

Update of manufacturing date

Setup of tracking number group

Update of Expiration Date

Batch Manufacturing Date

Inherit disposition code on split pallet

Batch/Production orders

Released products

Formula Yield Extension

Formulas/BOM's

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

Usage for Power App and Flow

Data entities for Cepheo Advanced Quality and Sample Management

Security

Extension points

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

Company Distribution

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

Record rename operation

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 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

Terms and abbreviations

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 2026.3.1.9

Cepheo Shipping Packaging Management version 2025.12.1.4

Cepheo Shipping Packaging Management Version 2026.5.1.17

What is Cepheo Shipping Packaging Management

Cepheo Shipping Packaging Management – Pain Points & How the Module Solves Them

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

Security

Document overview groups

Cepheo Product Documentation Management Version 2026.5.1.7

Data entities

Data sheet Header Table - revised April 2026

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 2025.12.1.4

Cepheo Extended Production Handling version 2025.11.1.3

Cepheo Extended Production Handling Version 2026.5.1.14

Cepheo Extended Production Handling Version 2026.3.1.8

Data entities

Concept

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

Reporting negative quantity as finished from finished product (roll-back)

Reporting overproduced quantity as finished from finished product

Supported process flow

Automatic route consumption

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

Release notes Cepheo Information Display for Batch Products

License

License configuration key

What is Cepheo Information Display for Batch Products

The pains addressed by Cepheo Information Display for Batch Products

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

Release notes Cepheo Advanced Customer Approval

What is Cepheo Advanced Customer Approval

ACA Inquiry forms

Printing sales order

Setup for Advanced Customer Approval

Show only approved products

Using ACA information for purchase

Advanced Customer Approval (ACA)

ACA and Intercompany

ACA for trade agreements (Prices)

ACA for sales quotations

ACA for sales agreements

Customer exclusion

Security

Terms and abbreviations

License configuration key

Data Entities - ACA

Data entities

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

Cepheo Advanced Vendor Management version 2026.4.1.6

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

Installation and Setup

License Management

Data, Security, and Troubleshooting