Introduction to 3PL EDI

This section will provide a quick overview of the 3PL EDI module.

Note: 3PL EDI module is not for advanced warehouse enabled (WAX) warehouses.

Documents

Core EDI documents (All trading partners)

EDI contains the following documents pertaining to all Trading partners.

• Inbound
  • Functional Acknowledgement – Receive functional acknowledgement that outbound document has been received by Trading partner.
• Outbound
  • Functional Acknowledgement – Send functional acknowledgement that inbound document has been received.

3PL EDI documents (3PL license only)

EDI contains the following documents pertaining to 3PL Trading partners.

• Outbound
  • Picking list: Send picking list registration information for sales and transfer orders (Ship from warehouse)
  • Shipment advice - Purchase order: Advise 3PL of incoming purchase orders (Ship to warehouse)
  • Shipment advice - Transfer order: Advise 3PL of incoming transfer orders (Ship to warehouse)
  • Shipment advice - Return order: Advise 3PL of customer orders being returned (Ship to warehouse)
  • Shipment advice - Voyage: Advise 3PL of incoming Landed cost voyage (Ship to warehouse)
  • Product master: Advise 3PL of new products or changes to products that applies to the 3PL warehouses.
• Inbound
  • Picking list registration: 3PL informs company what has been shipped for a picking list (Ship from warehouse)
  • Shipment receipt - Purchase order: 3PL acknowledge receipt of incoming purchase orders (Ship to warehouse)
  • Shipment receipt - Transfer order: 3PL acknowledge receipt of incoming transfer orders (Ship to warehouse)
  • Shipment receipt - Return order: 3PL acknowledge receipt of customer orders being returned (Ship to warehouse)
  • Shipment receipt - Voyage: 3PL acknowledge receipt of incoming Landed cost voyage (Ship to warehouse)
  • Inventory adjustment - Transfer: Transfers stock between batches or inventory statues with a transfer journal
  • Inventory adjustment - Counting: Compares 3PL stock count to D365 current on hand and posts variances with a movement journal
  • Inventory adjustment - Reconciliation: Compares 3PL stock count to D365 on hand at end of a particular date with option to manually accept/reject variances and posts variances with a movement journal
  • Inventory adjustment - Movement: Adjust stock with a movement journal

Setup

Core setup

Core setup is discussed in detail here

3PL setup

Mappings assigned on 3PL Trading partner

3PL setup and which EDI document (and field) it is mapped to/from: EDI > Setup > 3PL setup

• Inventory journal name mapping
  • Inventory adjustment - Counting (InventJournalNameIdExternal)
  • Inventory adjustment - Movement (InventJournalNameIdExternal)
• Disposition code mapping
  • Shipment receipt - Return order (DispositionCodeExternal)
• Inventory status Id mapping
  • Picking list (InventStatusId)
  • Picking list registration (InventStatusId)
  • Shipment advice - Purchase order (InventStatusId)
  • Shipment advice - Transfer order (InventStatusId)
  • Shipment advice - Return order (InventStatusId)
  • Shipment advice - Voyage (InventStatusId)
  • Shipment receipt - Purchase order (InventStatusId)
  • Shipment receipt - Transfer order (InventStatusId)
  • Shipment receipt - Return order (InventStatusId)
  • Shipment receipt - Voyage (InventStatusId)
  • Inventory adjustment - Transfer (InventStatusIdFrom and InventStatusIdTo)
  • Inventory adjustment - Counting (InventStatusId)
  • Inventory adjustment - Reconciliation (InventStatusId)
  • Inventory adjustment - Movement (InventStatusId)
• Transaction direction mapping
  • Inventory adjustment - Movement (TransactionDirection)
• Order purpose group
  • Picking list (OrderPurpose)

Journal names assigned on 3PL Trading partner

Journal name with Journal type set to Item arrival. To be used to register stock for incoming stock receipts: Inventory management > Setup > Journal names > Warehouse management:

• Inventory management journal:
  • Shipment receipt - Purchase order
  • Shipment receipt - Transfer order
  • Shipment receipt - Return order
  • Shipment receipt - Voyage

3PL Document type setup

Setup Document types which will be assigned on 3PL Trading partner.
Users can access the form by navigating to EDI > Setup > Document types

• File templates: applicable to all document types
• Setting profiles: applicable to the following document types
  • Picking list
  • Picking list registration
  • Shipment advice - Purchase order
  • Shipment advice - Return order
  • Shipment receipt - Purchase order
  • Shipment receipt - Transfer order
  • Shipment receipt - Return order
  • Shipment receipt - Voyage
  • Inventory adjustment advice - Transfer
  • Inventory adjustment advice - Counting
  • Inventory adjustment advice - Reconciliation
  • Inventory adjustment advice - Movement
  • Product master
• Validation profiles: applicable to the following inbound document types
  • Picking list registration
  • Shipment receipt - Purchase order
  • Shipment receipt - Transfer order
  • Shipment receipt - Return order
• Outbound file names: applicable to all outbound document types
• Field metadata: optionally update staging form’s display name and help text per field

Trading partner setup

Create new trading partners and assign setup and incoming/outgoing documents.
Users can access the form by navigating to EDI > Setup > Trading partners

• Trading partner

Processing

Import files

Ability to manually import or review inbound files

• Inbound files

Export files

Ability to manually export or review outbound files

• Outbound files

3PL documents

Review staging records.
Users can access the forms by navigating to EDI > Documents > 3PL documents

• Picking list
• Picking list registration
• Shipment advice - Purchase order
• Shipment advice - Transfer order
• Shipment advice - Return order
• Shipment advice - Voyage
• Shipment receipt - Purchase order
• Shipment receipt - Transfer order
• Shipment receipt - Return order
• Shipment receipt - Voyage
• Inventory adjustment advice - Transfer
• Inventory adjustment advice - Counting
• Inventory adjustment advice - Reconciliation
• Inventory adjustment advice - Movement
• Product master

Process overview for 3PL EDI documents.

Workspaces

The following workspaces are available:

• EDI Document maintenance - Manage file import and staging record errors. These records have not been successfully processed to a target D365 document
• EDI Inventory adjustment - Manage open inventory reconciliations and unposted inventory journal targets created by succesfully processing Inventory adjustment documents

Other

• Data entities
• Security configuration
• Frequently asked questions - Includes example errors and recommended fixes