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Electronic Signatures

  • 1.  Electronic Signatures

    GOLD CONTRIBUTOR
    Posted May 02, 2019 01:24 PM
    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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  • 2.  RE: Electronic Signatures

    MICROSOFT MVP
    Posted May 02, 2019 04:37 PM
    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.

    ------------------------------
    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
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  • 3.  RE: Electronic Signatures

    GOLD CONTRIBUTOR
    Posted May 03, 2019 09:19 AM
    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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  • 4.  RE: Electronic Signatures

    GOLD CONTRIBUTOR
    Posted May 06, 2019 03:51 PM
    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. 


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    Michael Gonzalez
    Account Executive
    Dynamics Resources
    Venon Hills IL
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  • 5.  RE: Electronic Signatures

    Posted Feb 07, 2020 09:09 AM
    ​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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  • 6.  RE: Electronic Signatures

    Posted 22 days ago
    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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