[Mark Yankovich]

Hello out there!

Can someone guide how to implement electronic signatures?  Can they be put on any printed document or is it restricted to only a few in standard AX?

Thanks!

#AX2012
#Beginner

????

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Mark Yankovich
Allegheny Bradford Corporation
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[André Arnaud de Calavon]

Hi Mark,

Are you referring to the definition of electronic signatures described here? https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/electronic-signature-overview

If so, it is not related to printing a picture of a signature. It is about logging an action which needs to be confirmed by a user with an additional “password”. Then a log will be kept of the changes together with details of the user, PC, timestamp.

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kind regards,

André Arnaud de Calavon
Solution Architect, Microsoft MVP – Microsoft Dynamics Business Solutions
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[Mark Yankovich]

Hi Andre,

Appreciate your response.  The electronic signature referenced is needed to print someone’s signature on documents.  How is this set up and then used in AX 2012 R3?

(My apologizes if I confused this by prefacing with ‘electronic’ for this.)

Thanks!

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Mark Yankovich
Allegheny Bradford Corporation
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[Michael Gonzalez]

Use this procedure to require electronic signatures for built-in processes or processes that you previously created.

 

Click Organization administration > Setup > Electronic signature > Electronic signature requirements.
By default, the electronic signature functionality is available for the following manufacturing processes:

 

Approve route
Approve route version
Activate route version
Approve bill of materials (BOM)
Approve BOM version
Activate BOM version
Release production order
Report production order as finished

 

You can also set up a custom electronic signature requirement for a table or field in Microsoft Dynamics AX.
Custom requirements for electronic signatures can cause application errors. 

 

For more details please refer to:
https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/choose-processes-that-require-electronic-signatures

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Michael Gonzalez
Account Executive
Dynamics Resources
Venon Hills IL
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[Karine Proteau]

?Hi Mark,
Did you received any awnser about the signature picture on printed document? (not the electronic signature).
Thank’s

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Karine Proteau
Business Analyst
EBC Inc.
Montréal QC
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[Ana Gligorijevic]

Hi Mark,

Signatures printed on generated documents such as invoices and orders are not OOTB feature in AX 2012/D365FO – except for the Check report and perhaps some others I’m not aware of. You can achieve it only through customization of these documents.

However, you can easily print signatures on any document by using a reporting tool such as Docentric AX, which enables you to design business documents in MS Word and place a signature bound to a dynamic image in the document data source anywhere in the document template.

You can also watch this video to learn how Docentric supports electronic signatures as well as signature appearances on the signed PDF documents.

Kind regards,
Ana

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Ana Gligorijevic
Software Architect
Docentric
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