Enforcing Item and State Regulations in Dynamics 365 Finance & Operations

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Dogan Adiyaman

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ENFORCING ITEM AND STATE REGULATIONS IN DYNAMICS 365 FINANCE AND OPERATIONS

CONTENT

Introduction

Restricted Products Regional Lists – Enforcing Sales Restrictions

Example: Restricting Motorcycle Sales in California

Regulated Products Regional Lists – Tracking Compliance Requirements

Example: Licensing Requirements for Agricultural Chemicals

Product Safety Data Sheet Validity – Managing Hazardous Material Compliance

Example: Auto SDS Creation When Packing Slip is Posted

Conclusion

INTRODUCTION

Many organizations operate in industries where product distribution is tightly regulated by geography. These rules may originate from international trade restrictions, environmental standards, safety requirements, or state-level laws. Examples include:

Blocking exports of controlled chemicals to certain countries
Restricting motorcycle sales in specific U.S. states
Requiring a valid safety data sheet before selling hazardous materials

Managing these rules manually is inefficient and risky. To ensure compliance, enforcement needs to be embedded into the ERP system, where controls are consistently applied without relying solely on user awareness.

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