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Solve EDI sales order validation warnings
Business Integration Solutions task

If you use staging in your EDI process for sales orders, the sales orders that you receive with the 'Sales - XML to EDI order' message are stored in the EDI sales order journal.
These EDI sales orders are validated according to the applicable journal validation setup. If the applicable validation rules are not met, an error or warning is given. Before the EDI sales order can be processed further, review the errors and warnings, and take appropriate actions.
If journal validation warnings are given, you have several options:
  • Accept the header, line, or address with warnings.
  • Solve the warnings. You can solve validation warnings in:
    • The EDI sales order, where you can make the appropriate changes.
    • Microsoft Dynamics 365 for Finance and Operations. For example, if the setup must be changed to solve the warning.
  • Cancel the EDI sales order, line, or address with warnings.
If all warnings are solved, accepted, or canceled, approve the EDI sales order.


Standard procedure

1. Go to EDI > Common > EDI sales order.
2. In the list, find the desired EDI sales order with journal status Rejected and click the link.
3. Click Edit.
4. Sub-task: Solve line validation warnings.
  4.1 In the Lines section, in the list, select a line with warnings.
  4.2 In the Lines section, click Validation errors and review the warnings for the selected line.
  4.3 Close the page.
  4.4 If for a line a warning is given, but no action is required, you can accept the line warning.
  In the Lines section, in the Status field, select 'Accepted'.
  4.5 To solve a warning, make the appropriate changes to the line or line details.
If a warning cannot be solved, you can cancel the line. As a result, if the EDI sales order is again validated, this line is skipped.
  In the Lines section, in the Status field, select 'Canceled'.
 

Note: If a warning is caused by setup, you can solve the warning in Microsoft Dynamics 365 for Finance and Operations.
5. Sub-task: Solve address validation warnings.
  5.1 In the Lines or header field, enter 'Header'.
  5.2 In the Addresses section, in the list, select the desired address.
  5.3 In the Addresses section, click Validation errors and review the warnings for the selected address.
  5.4 Close the page.
  5.5 If for an address a warning is given, but no action is required, you can accept the address warning.
  In the Addresses section, in the Status field, select 'Accepted'.
  5.6 To solve a warning, make the appropriate changes to the address.
If a warning cannot be solved, you can cancel the address. As a result, if the EDI sales order is again validated, this address is skipped.
  In the Addresses section, in the Status field, select 'Canceled'.
 

Note: If a warning is caused by setup, you can solve the warning in Microsoft Dynamics 365 for Finance and Operations.
6. Sub-task: Solve header validation warnings.
  6.1 On the Action pane, on the EDI order tab, click Validation errors and review the warnings for the EDI sales order header.
 

Note: In this validation errors overview, all validation errors and warnings of the EDI sales order are shown. Only the ones for the 'EDI sales order' table apply to the header.
  6.2 Close the page.
  6.3 To solve a warning, make the appropriate changes to the header. You can do so in the General section and the Order information section.
  Expand the Order information section.
 

Note: If a warning is caused by setup, you can solve the warning in Microsoft Dynamics 365 for Finance and Operations.
  6.4 In the Lines or header field, enter 'Lines'.
  6.5 If for an EDI sales order header, a warning is given, but no action is required, you can accept the header warning.
  In the General section, in the Status field, select 'Accepted'.
  6.6 If warnings cannot be solved or accepted, you can cancel the EDI sales order. As a result, the EDI sales order is not considered anymore in validation and processing.
  On the Action pane, on the EDI order tab, in the Actions group, click Cancel.
7. Close the page.
8. Close the page.

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