Introduction to Customer EDI

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

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.

Customer EDI documents (Customer license only)

EDI contains the following documents pertaining to Customer Trading partners.

• Inbound
  • Customer purchase order - Allows a customer to send a Purchase Order, which in turn creates a sales order, sales agreement or release order in D365.
  • Customer purchase order change - Allows a customer to send a change for an existing EDI purchase order, which in turn updates the applicable sales order in D365. Ability to update delivery address, store code, dates, delivery time, quantities, prices and/or adding additional lines
• Outbound
  • Customer purchase order acknowledgement (POA) - Allows D365 to send an Acknowledgement once a customer purchase order has been received and verified.
  • Customer advanced shipping notice (ASN) - Allows D365 to send delivery information to the customer with the packaging details.
  • Sales invoice - Allows D365 to send a tax invoice document to the customer.
  • Project sales invoice - Allows D365 to send a project invoice for a sales order to the customer.

Setup

Core setup

Core setup is discussed in detail here

Customer setup

Assigned on EDI parameters:

• Sales and marketing setup: Sales and marketing > Setup > Sales orders > Order hold codes
  
  • Hold codes

Assigned on items:

• Required where the confirmed pack sizes within the Customer purchase order acknowledgement is set to use System pack and/or System inner. Setup at Product information management > Products > Released products and selecting FastTab Manage inventory.
  • Item pack sizes

Assigned on warehouses:

• Required where advanced shipping notice (ASN) will be sent to EDI customers and determines what information will be used when creating the ASN:
  • ASN line configurations

Mappings assigned on Customer Trading partner

Used to map D365/EDI value to Customer’s value and assigned on Customer Trading partner:

• Customer setup and which EDI document (and field) it is mapped to/from: EDI > Setup > Customer setup
  
  • Purchase order types
    • Customer purchase order (OrderType)
  • Order purpose group
    • Customer purchase order (OrderPurpose)
    • Customer purchase order change (OrderPurpose)
  • POA response code group
    • Customer purchase order acknowledgement (POACustCode)
    • Customer purchase order acknowledgement (POACustCodeItem)
    • Customer purchase order acknowledgement (POACustCodeShipment)
  • Order line change type group
    • Customer purchase order change (ChangeTypeValue)
• Core Setup: EDI > Setup
  
  • Unit of measure mapping

Customer Document type setup

Setup Document types which will be assigned on Customer 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
  • Customer purchase order
  • Customer purchase order change
  • Customer purchase order acknowledgement
  • Customer advanced shipping notice
  • Sales invoice
  • Project sales invoice
• Validation profiles: applicable to the following inbound document types
  • Customer purchase order
  • Customer purchase order change
• 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

Customer documents

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

• Customer purchase order
• Customer purchase order change
• Customer purchase order acknowledgement
• Customer advanced shipping notice
• Sales invoice
• Project sales invoice

Review sales order

The following section describes the additional EDI functionality on Sales orders.

• Review sales order

Workspaces

The following workspaces are available:

• EDI Document maintenance
• EDI Sales order processing

Other

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