3PL document type setting profiles - Inventory adjustment advice - Reconciliation
Users can access the form by navigating to EDI > Setup > Document types.
- To create a new record, select document type Inventory adjustment advice - Reconciliation.
- Select the New button in the Settings profiles FastTab.
- Specify the Settings profile id and Description of the profile.
- Select the Settings profile id hyperlink or the Setup button to update profile details.
| Field |
Description |
Options/Example |
| Journal name |
Specify the movement journal name for reconciliation adjustments |
Journal names of Journal type set to Movement from Inventory management > Setup > Journal names > Inventory |
| Reconcile all on-hand |
All items (even where not counted) with physical inventory will be included in the reconciliation |
• No – Only items sent in the EDI file will be reconciled
• Yes – All items in the physically inventory will be included in the reconciliation |
| Auto close |
Automatically close the reconciliation by accepting and posting variances |
• No – EDI reconciliation will created, but not posted
• Yes - EDI reconciliation will be created, and all variances automatically accepted and posted in movement journal. |
| Create batch |
If the 3PL’s batch doesn’t exist in D365, allow the batch to be created. Batch details from message will be used to create the D365 batch |
• No – Staging record will error if batch doesn’t exist in D365
• Yes - D365 batch created and used in Movement journal |
Where used
The Setting profile can be assigned on the Incoming documents FastTab to document type Inventory adjustment advice - Reconciliation for the 3PL Trading partner at EDI > Setup > Trading partners.
Data entity
- EDI Settings Inventory adjustment - Reconciliation
