Aptean Compliance Documents for Food and Beverage


Manage Your Critical Documents

Compliance is Key

Keeping track of the many regulatory and financial documents as a food and beverage business can be overwhelming. Every combination of vendor and item (or item group) can have its own documentation requirements, making it difficult to ensure the proper paperwork exists for a specific transaction. There are also quality certificates, which expire and need to be renewed on a recurring basis. You need a simple, straightforward way of tracking each vendor’s quality certification, with full visibility to each certificate’s expiration status.

More Control of Your Critical Documents

Aptean Compliance Documents for Food and Beverage allows you to define the necessary compliance documents, then link them to your vendors and purchase records. Compliance documents can be configured to apply for all items, item groups, or specific item records. During release, receiving or invoicing, you can easily check the approval status of a purchase record’s assigned compliance documents. Staying on top of the expiration dates for quality certificates is no longer a guessing game, either. Aptean Compliance Documents provides visual cues to alert you when any certificates are approaching expiration. In addition, notifications about upcoming certificate expirations can be sent to the appropriate managers using tools like Power Automate.

Key Features

  • Flexible Process – Define multiple compliance documents for your vendors, per item, or item group.
  • Streamline Compliance – Attach compliance documents to purchases, either manually or automatically through the vendor’s setup.
  • Stay on Top of Your Documents – Status tracking allows you to see whether assigned compliance documents are approved.
  • More Control at Every Step – Use control checks to ensure that all documents have been approved during different stages of the purchase process.
  • Eliminate Double Work – Maintain history by copying a purchase order’s compliance documents to related posted records.
  • No Guesswork Needed – Quickly determine which quality certificates have already or are about to expire through visual cues.


Compliance Documents is free to use for the first 30 days. A paid subscription is required after the trial expires. Please contact us for more information on the pricing.

Supported Editions

This app supports the Premium edition of Microsoft Dynamics 365 Business Central (which must be installed in advance).

Supported Countries.

Australia, Belgium, Canada, Denmark, France, Germany, Indonesia, Ireland, Malaysia, the Netherlands, New Zealand, the Philippines, Singapore, Spain, the United Kingdom, and the United States.

Supported Languages

Danish, Dutch, English, French, German, and Spanish.

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