Electronic Data Interchange (EDI)

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Product Information
Release Notes

Picking list registration

The following subsections will describe how to view and process the picking list registration from the 3PL warehouse.
Viewing the Staging table records will also be discussed.

If the 3PL doesn’t pick all the original picking list lines/short pick:

  • The lines not included in the inbound picking list registration’s Handling status will be marked as Canceled
  • The company will need to generate a new D365 picking list if the remaining lines and short picked quantities still requires picking

Optional document settings also allow posting the sales order’s delivery note and/or shipping the transfer order.

Prerequisites

The following setup is prerequisites for the picking list registration

3PL setup

EDI > Setup > 3PL setup

  1. Create Inventory status Id mapping to map the 3PL’s values to D365 inventory statuses.

Document type setup

EDI > Setup > Document types: Picking list registration

  1. Create Template for the document.
  2. Create Setting profile for the document.
  3. Create Validation profile for the document.

Trading partners

EDI > Setup > Trading partners

  1. If the warehouse trading partner doesn’t exist, create the new trading partner.
  2. Assign the 3PL setup to the warehouse trading partner’s options:
    • Inventory status Id mapping: Options from EDI > Setup > 3PL setup > Inventory status Id mapping
  3. Add and enable the Picking list registration document to the Warehouse trading partner and select the applicable:
    • Template
    • Setting profile
    • Validation profile
    • Search mask

Processing

Inbound files have the following three steps:

  1. Import - Imported file can be viewed in EDI > Files > Inbound files.
  2. Import to staging - Imported file is processed to staging record/s. The staging record/s can be viewed at EDI > Documents > 3PL documents > Picking list registration.
  3. Staging to target - The staging record/s is processed to target. If the EDI picking list registration is succefully processed the D365 stock will be picked.

Create document

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Header checks for Picking list registration

Header checks are performed when:

  1. Importing Picking list registration file
  2. Processing from import to staging
  3. Processing from staging to target

Step 1 - Import

When an EDI file is imported, the file name is key to identifying the trading partner and therefore the document template. See Trading partners for further details. It is based on this document template that the data within the file is identified and a record created in the EDI staging table in the next step.

Note: The file mask is used to identify the trading partner and therefore template

Step 2 - Import to staging - Inbound file validation

When the EDI file is retrieved and imported, there are various validations that are completed before the staging record is created in the EDI staging table. If the processing of Import to staging errors, the Inbound file’s Status will be set to Error and no staging record created.

Rule Id Details
Check Template Identify a template for the Trading partner/Document type. This will be used to identify the whereabouts of data within the file

Possible issues and fixes

Import to staging errors for EDI file can be viewed in:

  • EDI > Files > Inbound files filtered to Status set to Error
  • EDI > Document maintenance, tab 3PL documents, tile File import errors

At this step the issues are usually around the file not matching the template.

  • Does the file have the correct template assigned (General tab, field Template):
    • No: Use Reset template to assign a different template. If this should apply to future documents for the Trading partner, also update in Trading partners.
    • Yes: Review Log and fix the applicable template in EDI > Setup > Document types. Examples issues are date format, new field.

Example error for file not matching template: ‘Segment ‘<xml’ not found in EDI template mapping’

Step 3 - Staging to target

If the processing of Staging to target errors, the staging record’s Staging to target status will be set to Error and the D365 stock won’t be be picked for the picking list registration.

Possible issues and fixes

Staging to target errors for Picking list registrations can be viewed in:

  • EDI > Documents > 3PL documents > Picking list registration filtered to Staging to target tatus set to Error
  • EDI > Document maintenance, tab 3PL documents, tile Picking list registration errors
  • EDI > Document maintenance, tab 3PL documents, Documents page, tab Picking list registration

At this step the issues are usually around mapping/business logic issues.
Review the Log or Version log for the applicable record to find the issue. Example errors and method to fix are discussed in below table.
Example errors and possible fixes are discussed in FAQ.

Staging line validation - Picking list registration

Rule Id Details Error
Line number / Lot Id / Item number / Inventory dimensions Find the EDI picking list line number/ Lot Id to which the staging line belongs Error at Staging table.
D365 stock not picked

Validation

Validation profiles can be specified and linked to the template along with a rule error tolerance which is used to determine how D365 will react. Options are:

  • Info - An infolog is displayed with information only, it is not identified as a warning
  • Warning - An infolog is displayed with a warning. It is possible to carry on processing
  • Error - An infolog is displayed with an error. It is not possible to carry on processing until the error has been corrected. EDI Status = Error

The following table describes each validation option for the EDI document. It also describes if the validation rule is not met, but only has an info or warning error tolerance, how the D365 target will be created/updated.

Rule Id Details Info/Warning tolerance updates
Short pick Where the pick list registration is less than the original pick list quantity Post picking list registration even when short picked

View staging table records

To view the Picking list registration staging records, go to EDI > Documents > 3PL documents > Picking list registration.
Use this page to review staging and process EDI Picking list registration documents, pick the D365 stock and/or cancel picking list line(s).

List page

The following EDI fields are available on the list page.

Field Description
EDI number EDI Staging table record id. Select EDI number or the Details button on the Action Pane, to view the details for the selected record. The number sequence is determined by EDI number on the EDI parameters.
Company account Legal entity of the document.
Company GLN The company’s global location number is shown here.
Staging to target status The current status of the staging record. Options include:
• Not Started – The staging record has been successfully processed from the inbound file to the staging table but not processed to target.
• Error – The staging record has been processed from the staging table but no target has yet been created/updated. There are errors with the staging record that needs to be reviewed.
• Completed – The staging record has been succesfully processed and updated the D365 picking list lines to either picked or cancelled.
• Canceled – The record has been manually canceled and will be excluded from processing.
Trading partner account Warehouse account assigned to the staging record.
Trading partner GLN The 3PL’s global location number is shown here.
Picking route Picking route number.
Created date and time The date and time the selected record was created in the staging table.
Sent Indicates if the Functional acknowledgement outbound has been sent to the trading partner for the inbound document record.

Buttons

The following buttons are available on the Picking list registration’s Action Pane, tab Picking list registration import.

Button Description
Process pick list registration Process picking list registration for the selected record in the staging table.
Process all pick list registrations Process picking list registration for the staging records that have a Staging to target status set to Not started.
Inbound files View the inbound file record the selected staging record.
Trading partner View the trading partner details in the Trading partners page.
Pick list registration If the staging record has been completed it is possible to inquire on the pick list registration it updated from this button.
Show log If there are Errors within the document, it is possible to review them at any time using this button. Shows only the current version.
Version log View all log versions. When a document’s status is reset and reprocessed, a new log version is created. Can view all log versions.
Reset Status You can reset the Staging to target status to Not started. This can be used to reprocess the selected record/s. Documents can only be processed if Staging to target status is set to Not started.
Edit reset status recurrence If the underlying issue was resolved after all the reset attempts have been completed the user can use this button to edit the recurrence field/s. This will:
• Update Reset status profile to blank
• Update the Reset status date/time to next time reset will run
• Reset status attempts set to Zero and
• Recurrence text updated with changed recurrence details
Cancel Select Cancel to update the Staging to target status to Canceled. Button is enabled when the Staging to target status is not set to Completed.

The following buttons are available on the Picking list registration’s Action Pane, tab Acknowledgement. The Acknowledgement tab is available on all incoming documents staging pages and enables the user to process or view the Functional acknowledgement outbound that has been created for the inbound document.

Button Description
Send to EDI If the Sent field for the staging record is set to No, use this button to create the Functional acknowledgement outbound record and also update the Sent field to Yes.
Reset flag If the Sent field for the staging record has been set to Yes, use this button to reset Sent to No.
Functional acknowledgement Use this button to view the Functional acknowledgement outbound record created for the inbound document.

Header fields

The following EDI Header staging fields are available on the header page.

Field Description D365 header update
Identification FastTab    
Identification    
EDI number EDI Staging table record id History page on D365 sales order
Company account Legal entity of the document  
Company GLN The company’s global location number is shown here.  
Staging to target status The current status of the staging record. Options include:
• Not Started – The staging record has been successfully processed from the inbound file to the staging table but not processed to target.
• Error – The staging record has been processed from the staging table but no target has yet been created/updated. There are errors with the staging record that needs to be reviewed.
• Completed – The staging record has been succesfully processed and updated the D365 picking list lines to either picked or cancelled.
• Canceled – The record has been manually canceled and will be excluded from processing.		  
Reset status    
Reset status profile Reset status profile assigned to the file/document. This will default from EDI shared parameters or can be overridden on Trading partner’s incoming and outgoing documents. The profile can also be changed to another profile which will also reset the Reset status attempts to 0 and reset the Reset status date/time  
Reset status date/time Next date/time automatic reset status will run  
Reset status attempts Number of reset attempts already processed. The reset attempts will stop once this number reaches the End after as per assigned Reset status profile’s Recurrence  
Recurrence Recurrence text. Contains standard details of Recurrence, for example:
• Interval (recurrence pattern)
• How many times the period will run (End after)
• From date/time the recurrence will start		  
General FastTab    
General    
Consignment note number Consignment note number received from the 3PL provider Pick route > Consignment note number
Start date/time Date/time the pick route was started Pick route > Start date/time
End date/time Date/time the pick route was completed Pick route > End date/time
Dispatch date Shipping date/time Sales order > Packing slip > Ship date
Trading partner GLN The 3PL’s global location number is shown here.  

Line fields

The following EDI Line fields are available on the lines page.

Field Description D365 line update
Line number Picking list line number. If ‘Line number is used in Line matching strategy this needs to match to Line number from the related Picking list staging record. Used to find matching line when Line matching strategy is Line number
Item number The D365 item number Used for validation
Lot Id Lot id for the sales/transfer order line. If ‘Lot ID is used in Line matching strategy this needs to match to Lot ID from the related Picking list staging record. Used to find matching line when Line matching strategy is Lot ID
Picked Picked Quantity Pick route line > Pick quantity
Unit The 3PL’s unit of measure for this line  
SSCC SSCC received from the 3PL provider Pick route line > SSCC
Colour Product dimensions – Colour Used for validation
Size Product dimensions – Size Used for validation
Style Product dimensions – Style Used for validation
Configuration Product dimensions – Configuration Used for validation
Version Product dimensions – Version Used for validation
Batch number Tracking dimensions – Batch number Used for validation. If Batch id allows update, can also update Pick route line > Batch number
Serial number Tracking dimensions – Serial number Pick route line > Serial number
Inventory status Storage dimensions – Inventory status
Mapped value for Inventory status		 Used for validation

EDI history

Where history logging is enabled, view the applicable EDI staging record(s) via:

  • Sales order - EDI history available on the Sales order tab on the Action Pane
  • Transfer order - History available on the Transfer order tab on the Action Pane
Field Description
EDI Document type EDI document type of the staging record
EDI number EDI number and link to the staging record
Reference Additional information for the staging record
Created date and time Created date and time of the EDI staging record