Introduction to Freight forwarder for Landed cost EDI
This section will provide a quick overview of the Freight forwarder for Landed cost 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.
Freight forwarder EDI documents (Freight forwarder license only)
EDI contains the following documents pertaining to Freight forwarder Trading partners.
- Outbound
- Voyage advice - Allows D365 to send a Purchase order document to the Freight forwarder.
- Inbound
- Voyage creator: Allows Freight forwarder to send voyage details in order to create a Landed cost Voyage
- Voyage tracking: Allows Freight forwarder to send tracking updates for an existing Landed cost Voyage
Setup
Core setup
Core setup is discussed in detail here
Freight forwarder setup
Mappings assigned on Freight forwarder landed cost Trading partner
Freight forwarder setup and which EDI document (and field) it is mapped to/from: EDI > Setup > Freight forwarder landed cost setup
Core Setup: EDI > Setup
Freight forwarder Document type setup
Setup Document types which will be assigned on Freight forwarder landed cost 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
- 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
Processing
Import files
Ability to manually import or review inbound files
Freight forwarder documents
Review staging records.
Users can access the forms by navigating to EDI > Documents > Freight forwarder landed cost documents
Process overview for Freight forwarder EDI documents.
Workspaces
The following workspaces are available:
- EDI Document maintenance - Manage file import and staging record errors. These records have not been successfully processed to a target D365 document
Other
