Lifecycle Management

Lifecycle Management allows users to create and manage custom lifecycles for items, customers, and vendors. For each lifecycle status, users can block or allow certain processes in Business Central. This gives them more control over how their data is managed and used.

For example, users could create a lifecycle for items with the stages “New”, “Active”, “End of Life”, and “Inactive”. Then, users can block the sales quotes from being created for items in the “End of Life” stage. This would prevent the sales team from offering discontinued products to customers.

Users could also create a lifecycle for customers with the stages “New”, “Active”, and “On Hold”. Users could then require a credit check to be completed for new customers before shipping their first order. This would help to protect their business from financial losses.

The Lifecycle Management feature can help users improve the efficiency and accuracy of their business processes.

With Lifecycle Management functionality users can:

• Create different statuses
• Add the status to the items
• Keep track of status changes
• Block certain processes such as sales quote, order, shipment, purchase order, receipt, invoice, etc.