Electronic Data Interchange (EDI)

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Product Information
Release Notes

Shipment advice - Return order

The Shipment advice - Return order document enables companies to send inbound customer return order details to their 3PL warehouse.
In return the 3PL will confirm receipt of the stock with document Shipment receipt - Return order which will create an arrival journal with optional document settings to automatically post the arrival journal, post the delivery note and/or cancel remaining return quantity.

Prerequisites

The following setup is prerequisites for the Shipment advice - Return order

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: Shiment advice - Return order

  1. Create Template for the document.
  2. Create Setting profile for the document.
  3. Create Outbound file names 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 Shipment advice - Return order document to the 3PL trading partner and select the applicable:
    • Template
    • Setting profile
    • File name setup

Note: If the 3PL setup mappings are not assigned to the warehouse trading partner for an outbound document, the D365/EDI value will be sent, example inventory status of Available instead of a mapped value.

Processing

Create shipment advice staging

An outbound shipment advice for return orders can be triggered via the following method:

  • Return order: Accounts receivable > Orders > All return orders - Select Return order under the Send heading on the Return order tab on the Action Pane.

Inbound document

Once the shipment has been received by the 3PL, the shipment receipt information is sent back via the inbound Shipment receipt - Return order document.

View staging table records

To view the shipment advice staging records, go to EDI > Documents > 3PL documents > Stock transfer advice > Return order. Use this page to review staging and process EDI Shipment advice - Return order documents to an Outbound file.

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 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 created but no outbound file has yet been generated.
• Error – The staging record has been processed, but no outbound file has been created. There are errors with the staging record that needs to be reviewed.
• Completed – The staging record has been succesfully processed and added to the outbound file queue.
• Canceled – The record has been manually canceled and will be excluded from processing.
Trading partner account 3PL account assigned to the staging record
Trading partner GLN The 3PL’s global location number is shown here
RMA number Return Order number
Delivery terms Delivery terms for the sales order
Expected delivery date Expected receipt date from the sales order
Created date and time The date and time the selected record was created in the staging table
Received Indicates if the Functional acknowledgement inbound has been received from the trading partner for the outbound document record

Buttons

The following buttons are available on the Stock transfer advice > Return order’s Action Pane, tab Stock shipment advice.

Button Description
Create selected files Creates the outbound file for selected records where Staging to target status is set to Not started
Create files Creates the outbound file for all records where Staging to target status is set to Not started
Outbound files View the outbound file record created by the selected staging record
Trading partner View the trading partner details in the Trading partners page
All return orders View the return order
Show log If there are logs created within the Process to outbound step it is possible to review them at any time using this button. Shows only the current version.
Reset Status You can reset the 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
Reset template Reset the template used to create the outbound file.
Only enabled where the Staging to target status is set to Not started.
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 Stock transfer advice > Return order’s Action Pane, tab Acknowledgement. The Acknowledgement tab is available on all outgoing documents staging pages and enables the user to view the Functional acknowledgement inbound that has been received and processed for the outbound document.

Button Description
Acknowledgement Use this button to view the Functional acknowledgement inbound record received and processed for the outbound document.

Header fields

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

Field Description D365 source
Identification FastTab    
Identification    
EDI number EDI Staging table record id Original EDI number
Company Legal entity of the document  
Company GLN The company’s global location number is shown here Company GLN
Template Id The EDI template that will be used to create the outbound file Trading partner > Template assigned to document type
Staging to target status The current status of the staging record. Options include:
• Not Started – The staging record has been created but no outbound file has yet been generated.
• Error – The staging record has been processed, but no outbound file has been created. There are errors with the staging record that needs to be reviewed.
• Completed – The staging record has been succesfully processed and added to the outbound file queue.
• 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		  
Overview    
Delivery terms Delivery terms for the return order Sales order > Delivery terms
Expected delivery date Expected receipt date from the return order Return order > Deadline
Status    
Group control number Group control number for the outbound document. To be used to match inbound functional acknowledgement, where applicable.  
Received Indicates if the Functional acknowledgement inbound has been received from the trading partner for the outbound document record.  
General FastTab    
Details    
Customer reference Customers reference Return order > Customer reference
Customer requisition Customers purchase order number Return order > Customer requisition
Expected delivery date Expected receipt date from the return order Return order > Deadline
Delivery terms Delivery terms for the transfer order Sales Order > Delivery Terms
Delivery Return order > Warehouse’s address Return order > Delivery Address
Name Delivery name Return order > Delivery Address
Delivery address Delivery/Warehouse address details Return order > Delivery Address
Post box Delivery address - Post box Return order > Delivery Address
Building complement Delivery address - Building complement Return order > Delivery Address
Street number Delivery address - Street number Return order > Delivery Address
Street Delivery address - Street Return order > Delivery Address
State Delivery address - State Return order > Delivery Address
ZIP/postal code Delivery address - ZIP/postal code Return order > Delivery Address
District Delivery address - District Return order > Delivery Address
City Delivery address - City Return order > Delivery Address
County Delivery address - County Return order > Delivery Address
Country/region Delivery address - Country/region Return order > Delivery Address
ISO Delivery address - ISO Return order > Delivery Address
Sender address Sender/Customer’s primary address details Return order > Customer account’s Primary address details
Post box Sender address - Post box Return order > Customer account’s Primary address details
Building complement Sender address - Building complement Return order > Customer account’s Primary address details
Street number Sender address - Street number Return order > Customer account’s Primary address details
Street Sender address - Street Return order > Customer account’s Primary address details
State Sender address - State Return order > Customer account’s Primary address details
ZIP/postal code Sender address - ZIP/postal code Return order > Customer account’s Primary address details
District Sender address - District Return order > Customer account’s Primary address details
City Sender address - City Return order > Customer account’s Primary address details
County Sender address - County Return order > Customer account’s Primary address details
Country/region Sender address - Country/region Return order > Customer account’s Primary address details
ISO Sender address - ISO Return order > Customer account’s Primary address details
Store code Sender address - Store code Return order > Customer account’s Primary address details
Contact Contact Return order > Contact
Telephone Customer’s telephone Return order > Customer account’s Primary Phone
Email Customer’s primary email Return order > Customer account’s Primary email

Line fields

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

Field Description D365 source
Item number The D365 item number Return order lines > Item Number
Bar code D365 item number’s Bar code (based on unit) Released products > Bar codes
GTIN D365 item number’s GTIN (based on unit) Released products > GTIN codes
Description D365 item number’s Description Released products > Product name
Lot Id Lot id for the return order line Return order lines > Return lot id
Quantity Return order line quantity. By default this will be negative, but can be set to positive by utilizing the document setting Positive return quantity Return order lines > Quantity
Unit Return order quantity’s unit Return order lines > Unit
Colour Product dimensions – colour Return order lines > Colour
Size Product dimensions – Size Return order lines > Size
Style Product dimensions – Style Return order lines > Style
Configuration Product dimensions – Configuration Return order lines > Configuration
Version Product dimensions – Version Return order lines > Version
Batch number Tracking dimensions – Batch number Return order lines > Batch number
Serial number Tracking dimensions – Serial number Return order lines > Serial number
Inventory status Storage dimensions – Inventory status
Mapped value for Inventory status		 Return order lines > Inventory status

EDI history

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

  • Return order - History available on the Return 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