Introduction to Vendor EDI

This section will provide a quick overview of the Vendor 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.

Vendor EDI documents (Vendor license only)

EDI contains the following documents pertaining to Vendor Trading partners.

• Outbound
  • Vendor purchase order - Allows D365 to send a purchase order to a Vendor.
  • Vendor purchase order change - Allows D365 to send changes to a purchase order to a Vendor. Also used to send purchase order confirmation where required for a purchase order acknowledgement.
• Inbound
  • Vendor purchase order acknowledgement (POA) - Allows Vendor to send an Acknowledgement once a purchase order has been received and verified, which in turn updates the D365 purchase order based on EDI settings.
  • Vendor advanced shipping notice (ASN) - Allows Vendor to send delivery information to D365 with the delivery details, creating an arrival journal against the purchase order or a Load for Advanced Warehousing warehouses.
  • Purchase invoice - Allows Vendor to send a Tax Invoice document to D365, creating a pending or posting the Tax invoice for the Purchase order/s based on settings and validation.

Setup

Core setup

Core setup is discussed in detail here

Vendor setup

Assigned on items:

• Required where the confirmed pack sizes within the Vendor 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

Mappings assigned on Vendor Trading partner

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

• Vendor setup and which EDI document (and field) it is mapped to/from: EDI > Setup > Vendor setup
  
  • Order type group
    • Vendor purchase order (OrderType)
    • Vendor purchase order change (OrderType)
  • Order purpose group
    • Vendor purchase order (OrderPurpose)
    • Vendor purchase order change (OrderPurpose)
  • Order line change type group
    • Vendor purchase order change (LineChangeType)
  • Carrier mode
    • Vendor purchase order (CarrierMode)
    • Vendor purchase order change (CarrierMode)
  • Charges code
    • Vendor purchase order (MiscCode)
    • Vendor purchase order change (MiscCode)
    • Purchase invoice (MiscCode)
  • POA response code group
    • Vendor purchase order acknowledgement (POAVendCode, POAVendCodeItem and POAVendCodeShipment)
  • Payment terms type group
    • Vendor purchase order (TermsTypeCode)
    • Vendor purchase order change (TermsTypeCode)
    • Purchase invoice (TermsTypeCode)
  • Misc charge/allowance indicator
    • Vendor purchase order (MiscIndicator)
    • Vendor purchase order change (MiscIndicator)
    • Purchase invoice (MiscIndicator)
  • Misc method of handling
    • Purchase invoice (MiscMethodHandling)
• Core Setup: EDI > Setup
  
  • Unit of measure mapping

Vendor Document type setup

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

Vendor documents

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

• Vendor purchase order
• Vendor purchase order change
• Vendor purchase order acknowledgement
• Vendor advanced shipping notice
• Purchase invoice

Process overview for Vendor EDI documents.

Workspaces

The following workspaces are available:

• EDI Document maintenance
• EDI Purchase order processing

Other

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