Electronic Data Interchange (EDI)

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Product Information
Release Notes

Customer document type setting profiles - Purchase order acknowledgement (POA)

Users can access the form by navigating to EDI > Setup > Document types.

  • To create a new record, select document type Customer purchase order acknowledgement.
  • 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
Purchase Order    
POA required with order hold In previous EDI versions this field was called ‘Lock order’. Specify if the sales order should be locked once a Purchase order acknowledgement (POA) has been sent. Also affects the POA status and if record will be included in Send customer purchase order acknowledgement periodic task • Yes – Sales order is locked with POA pending hold code and POA status = Pending (included in Send customer purchase order acknowledgement periodic task)
• No – Sales order isn’t locked with POA pending hold code and POA status = Blank (not included in Send customer purchase order acknowledgement periodic task)
POA required without order hold Affects the POA status and if record will be included in Send customer purchase order acknowledgement periodic task. Doesn’t put the sales order on hold. • Yes – Sales order’s POA status = Pending (included in Send customer purchase order acknowledgement periodic task)
• No – Sales order’s POA status = Blank (not included in Send customer purchase order acknowledgement periodic task)
Safety level if POA sent Specify the level to which the sales order should be locked once the POA has been sent • None – Sales order can be edited when a POA has been sent
• Warning – a warning will be received if a sales order is edited after the POA has been sent
• Locked – Sales order cannot be edited once the POA has been sent
PO confirmation required If POA has been sent and a POC is required in return • Yes – Sales order cannot be actioned until POC has been received. The sales order locked with POC pending hold code. POA status = Confirm pending until confirmation is received
• No – Sales order can be actioned without receiving a POC
Acknowledgement    
Quantity type Specify if the customer or system reserved quantity is used • Customer quantity – Acknowledge customer qty
• Reserved quantity – Acknowledge D365 reserved qty. If reserving is set to manual, the stock needs to be reserved first, or auto reserving setup depending on Business rules.
Packaging size – inner/outer Specify if the inner or outer pack quantity is sent by the customer Inner / Outer
Pack type Specify if the customer or system pack should be used as the default This option will be used to automatically set the acknowledged pack quantity.
Inner type Specify if the customer or system inner should be used as the default This option will be used to automatically set the acknowledged inner quantity.
Field delimiter Specify the field delimiter to use for the POA response codes. Line item status is a combination of the following: Price code + Qty code + Pack code + Inner Code. The field delimiter is used inbetween the codes.  
Response codes Ability to default the POA response codes sent to Customer on the POA.
For None a blank POA response code needs to be set up with Allow auto send set to Yes.
Auto-triggered option uses automatic POA response codes as calculated by Auto set response codes		  
Header acknowledgement default Specify the default header acknowledgement response code • Auto-triggered (default)
• None
• Header – accept
• Header – accepted with reserve
• Header – change
• Header – not accepted
Line item status price default Specify the default line item status price acknowledgement response code • Auto-triggered (default)
• None
• Line price – accept
• Line price – advise
Line item status quantity default Specify the default line item status quantity acknowledgement response code • Auto-triggered (default)
• None
• Line item – accept
• Line item – out of stock
• Line item – withdrawn
Line item status pack default Specify the default line item status pack acknowledgement response code • Auto-triggered (default)
• None
• Line item – pack accept
• Line item – pack difference
Line item status inner default Specify the default line item status inner acknowledgement response code • Auto-triggered (default)
• None
• Line item – inner accept
• Line item – inner difference
Line shipment status default Specify the default line shipment status acknowledgement response code • Auto-triggered (default)
• None
• Line shipment – full
• Line shipment – partial

Where used

The Setting profile can be assigned on the Outgoing documents FastTab to document type Customer purchase order acknowledgement for the Customer Trading partner at EDI > Setup > Trading partners.

Data entity

  • EDI Settings - POA