Transmittal Manager for D365 Finance & Supply Chain

Transmittal Manager for D365 Finance & Supply Chain is a purpose-built extension for Microsoft Dynamics 365 Finance and Supply Chain Management, designed to control the complete document submission and approval lifecycle for project-driven trading and distribution companies.

Who Is This For?

This solution is built for Project Managers, Procurement Teams, Document Controllers, and ERP teams at trading, distribution, and project-driven organisations where structured document submission, multi-party review cycles, and vendor coordination are core operational requirements.

Target industries include Trading and Distribution, Engineering Procurement and Construction (EPC), Industrial Supply and MRO, and Oil and Gas and Energy.

Business Challenges Solved

• Unstructured document submission — Managing transmittal documents across procurement, vendors, and customers requires a formal, trackable workflow that standard D365 does not provide out of the box
• Multi-party review coordination — Documents passing through vendor submission, internal technical review, and customer approval stages need a governed, sequential workflow to prevent gaps and missed actions
• Audit and compliance readiness — Every status transition, attachment, and remark across a document's lifecycle must be captured and traceable for project compliance and contractual obligations
• Vendor visibility — Vendors need controlled, real-time access to document statuses relevant to their account without requiring full ERP access
• PO-to-document traceability — Linking transmittal documents back to specific Purchase Order lines is essential for procurement accountability and project progress tracking

Key Features

• Document Node Creation — Create transmittal documents automatically from confirmed Purchase Orders via VDR list selection, or manually from All Documents by selecting Customer PO reference, Sales Order, Purchase Order, and document code — providing flexibility for both structured and ad hoc document flows.
• Workflow Stages — Manage documents through configurable review and approval stages: For Review (Pending Submission → Submit → Under TS Review → Return to Vendor / Submit to Customer → Customer Review → Approved/Rejected), For Construction (with additional Withdrawn status), and MRB (Awaiting Order Completion → Pending Submission → Submit to Customer → Customer Review → Approved/Rejected).
• Update Status — Progress documents through allowed workflow statuses with required attachments, supplier, customer, and technical document metadata, and remarks. A full audit log is maintained for every status transition throughout the document lifecycle.
• Applied Stages — View and manage the sequence of workflow stages assigned to a document, with the ability to add, remove, and reorder stages before processing begins — giving document controllers full flexibility before a workflow is initiated.
• Assign PO Lines — Link specific Purchase Order lines to a transmittal document, ensuring end-to-end traceability between procurement activity and document submission status.
• Vendor Portal Access — Vendors can view and update the status of documents associated with their own account directly via the D365 vendor portal, reducing coordination overhead and email-based follow-up.
• Transmittal Attachments — View all documents attached per workflow status, including supplier document relation and name, customer document revision and name, and technical document revision and name — providing a complete attachment history across the full document lifecycle.

Business Value

• Eliminate unstructured, email-based document submission and approval coordination
• Enforce governed, multi-stage review workflows across vendors, internal teams, and customers
• Maintain a complete, tamper-evident audit log for every document status transition
• Give vendors controlled, real-time visibility into their document statuses without full ERP access
• Ensure full traceability from Purchase Order lines through to document approval outcomes
• Strengthen project compliance and contractual documentation standards within D365
• Reduce document controller workload through automated PO-driven transmittal creation

Deployment and Compatibility

Transmittal Manager for D365 Finance & Supply Chain is delivered as an ISV Add-on for Microsoft Dynamics 365 Finance and Supply Chain Management. It is installed via Microsoft Lifecycle Services (LCS) using standard D365 deployment practices and is compatible with current D365 F&SCM cloud releases.