3PL document type setting profiles - Inventory adjustment advice - Transfer
Users can access the form by navigating to EDI > Setup > Document types.
- To create a new record, select document type Inventory adjustment advice - Transfer.
- 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 transfer journal name for transfer adjustments |
Journal names of Journal type set to Transfer from Inventory management > Setup > Journal names > Inventory |
| Auto post journal |
When the transfer journal is created, the journal should also be automatically posted |
• No – Transfer journal created, but not posted
• Yes – Transfer journal posted |
| 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 Transfer journal |
Where used
The Setting profile can be assigned on the Incoming documents FastTab to document type Inventory adjustment advice - Transfer for the 3PL Trading partner at EDI > Setup > Trading partners.
Data entity
- EDI Settings Inventory adjustment - Transfer
