Product readiness checks

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Supply Chain Management. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts May 28, 2021 Jul 16, 2021

Business value

In a world of constantly shrinking product lifecycles, increased requirements for quality and reliability, and increased focus on product safety, your company must ensure that all the needed data is fully set up before a product starts to be used in transactions. Readiness checks help ensure that all required fields are set up as needed.

Feature details

Product readiness checks are sets of automatic or manual checks that ensure that each product is set up with all the required data before it is used in transactions. There are three types of checks: system checks, manual checks, and checklists.

  • With a system check, the system automatically verifies whether there is a value in a specific field. (If user input is needed to define the data and verify its accuracy, then use a manual check or a checklist.)
  • A manual check is a predefined check where the user is expected to verify that specific information (such as default order settings) is correctly set up for a product. The user is expected to focus on the specific area and define the needed information, which might be a specific field or something else.
  • A checklist is a set of defined steps or focus areas that the user must follow. Each checklist is a questionnaire that you can define and configure to meet your company's needs.

Readiness checks are grouped into readiness policies to help make them easy to manage and assign to specific products. Each readiness policy includes the set of checks that apply for a specific product or set of products. When a readiness policy is assigned to a product, all its checks must be completed before the product can be used in transactions.

In previous versions, product readiness checks were only available for engineering products (which are products governed by engineering change management processes). This feature extends support for product readiness checks to all products.

See also

Product readiness (docs)