How to activate electronic signature in Dynamics 365?

Dynamics 365 implement electronic signature like AX 2012.
In this blog, I will show Setup and the effect of electronic signature.
A- Setup
 1- Go To Organization administration/Setup/Electronic signature/Electronic signature parameters.
you can enable require comments to force users into entering comments and select who alert in the signature alert recipient drop box 
notice:: it will be shown to the user when he signs the document (we can see in the transaction later)
also, you can setup timeout for this signature with seconds 
if you need to use different languages notice, you can setup translation 
just click translation and click new.
you can select language and enter notice 

2- Go To Organization administration/Setup/Electronic signature/Electronic signature reason codes.
click new and assign code and description for the reason 
3- Go To Organization administration/Setup/Electronic signature/Electronic signature requirements.


Click new and assign a name to select the table and field that you need to activate signature 
you can enable signature required.
when to require a signature:: you can set always or only 
for only:: (you must select the action like insert/update/delete )
4- Go To system administration/users/users. 
select user that you need to activate electronic signature 
and click user options then click account tab
signature enabled and the valid certificate is a must 
Select “Get certificate” and pick a password. 

also, you can designate approver 
B-Transaction 
1-Go to accounts receivable /customers /all customers

select your customer and view details to edit 


change the credit limit for the customer and click save, the system asks you to sign the document

notice that we set up before coming here and comment is required based on the previous setup..etc
just select a reason and add your comment to complete changes 

enter the password and click ok to sign the document 
click OK to recalculate the credit limit 
1-Go option tab and click record info to see the database log for this record 


clcik database log to see all details like signer and the previous value,...etc
click history tab to see all field that changed 
thanks.

Comments

Post a Comment

Popular posts from this blog

How to delegate workflow in dynamics 365?

Image
Workflow delegation with the same functionality in AX 2012 If you plan to be out of the office or otherwise unavailable to act on work items, you can delegate, or reassign, your work items to other users. you can setup  Workflow delegation for the user per module, workflow or all work items  Go to system administration/users /users and select a specific user and click user option, and go to workflow tab  you have three scopes to apply delegation  1- all:: you can delegate all work items to another  user  for a specific period  Delegate field, select the user to delegate the work items  you can enable or disable rule as you need. 2-Module::  Delegate only the work items that are related to a specific type of workflow you must select  the type of workflow as the below  3-workflow:: you can delegate  work items for  a specific  workflo...
Read more

How to setup and print notes in sales order confirmation ?

Image
Many customers need to print fixed and variables notes in sales order confirmation. Dynamics  365 implement this functionality without any customization or coding. So  If you have standard notes that you want to include in every document. if you have special notes for special orders or,  if you have social notes for special order lines. you can do all that with standard functionality. A-Setup 1-go to accounts receivable  /setup/forms/form  setup 2-open form setup and click confirmation tab From the drop down box for the  Include documents on sheets  field select the locations that you would like the notes to display on. 3- set include document of type to note  taking in your consideration the setup of note as the below  4-set up standard note  go to accounts receivable  /setup/forms/form  notes select form sales order confirmation , select language and ...
Read more

How to assign organization for user role in dynamics 365?

Image
In dynamics 365, you can grant or revoke user role from an organization many times, customer need the user to access organization A only or A& B,...etc Go to system administration/users /users and select user to edit a user, just click on user id select the role that you need to assign organization and click assign organizations  you can access grant access all organization by click Grant access to all organizations or grant access to specific organization individually  by choosing one of the organization hierarchy   or Grant with children  on organization hierarchy   you can revoke access by click revoke  Thanks.
Read more