Customer setup

Setup purchase order types

Users can access the form by navigating to EDI > Setup > Customer setup > Customer EDI order type group

EDI purchase orders can be received from trading partners with many order types. The type identifier received can change the way the order is processed within D365.

Note: Fields flagged with * has been deprecated from Customer EDI order type group. Backwards compatibility option (EDI parameters > Allow historic PO types) allows companies to show these deprecated options in Customer EDI order type group. These * options have been moved to Order purpose group

• Click New to create a new record.
• In the Name field, enter the name of the order type group
• In the Description field, enter a description of the order type group
• In the Mappings FastTab, select Add to create a new record
• Select the Order Type. Options are:
  
  • Order - When receiving a Purchase Order from a customer used to identify a “normal” order using these characters. Creates a standalone D365 sales order.
  • * Confirmation - When receiving a Purchase Order Confirmation (POC) from a customer used to identify a “confirmation”. Confirms an existing D365 sales order. Usually receive in response to a Purchase Order Acknowledgement (POA) sent to the customer.
  • Agreement - When receiving a Purchase Order from a customer used to identify a “blanket” order. Creates a D365 sales agreement.
  • Release order - When receiving a Purchase Order from a customer used to identify a “release” order. Creates a D365 release order against a D365 sales agreement. Customer purchase order document setting ‘Create release order without a blanket order’ provides options No, Yes, Warning in cases where a release order is recieved without a matching D365 sales agreement.
  • * Cancellation - Specifies the sales order cancellation indicator. Cancels the D365 sales order or agreement.
• Specify the indicator/Customer’s value used to identify the EDI order type.

Examples:

Where used

Customer EDI order type group is assigned on the Customer Trading partner’s Options field called Customer EDI order types.

Data entities:

• Customer EDI order type group
• Customer EDI order type lines