Introduction to EDI Integrations systems

This section will provide a quick overview of the Integration systems EDI module.
Integrations module is beneficial for EDI documents that are not specific to a customer, vendor or warehouse.
Change tracking is used to send data based on full or changes to the tracked table(s).
Examples are integrating with an online store.

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.

Integrations EDI documents (Integrations license only)

EDI contains the following documents pertaining to Integration system Trading partners.

• Outbound
  • Customer - Allows D365 to send customer information using change tracking on tracked tables
  • Customer group - Allows D365 to send customer group information using change tracking on tracked tables

Setup

Core setup

Core setup is discussed in detail here

Integration setup

Integration systems Document type setup

Setup Document types which will be assigned on Integrations Trading partner.
Users can access the form by navigating to EDI > Setup > Document types

• File templates: applicable to all document types
• Outbound file names: applicable to all outbound document types
• Field metadata: optionally update staging form’s display name and help text per field

Integration systems

Integrations trading partner isn’t linked to D365 customer, vendor or warehouse.
This form allows the ability to create the Integration systems account that will be used when creating the Integrations Trading partner.

• Integration systems

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

Export batch jobs

Integration systems module utilizes the Export batch jobs to schedule outgoing documents.

• Export batch jobs

Integrations documents

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

• Customer
• Customer group