1. To-Increase Dynamics 365 for Finance & Operations
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Solve EDI purchase order confirmation validation warnings
Business Integration Solutions task

The purchase order confirmations that you receive with the 'Purchase - XML to EDI confirmation' message are stored in the EDI purchase order confirmations journal.

These EDI purchase order confirmations are validated according to the applicable journal validation setup. If the applicable validation rules are not met, an error or warning is given. Before an EDI purchase order confirmation 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 or line with warnings.
  • Solve the warnings. You can solve validation warnings in:
    • The EDI purchase order confirmation, 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 purchase order confirmation or line with warnings.
If all warnings are solved, accepted, or canceled, approve the EDI purchase order confirmation.


Standard procedure

1. Go to EDI > Common > EDI purchase order.
2. In the list, find the desired EDI purchase order confirmation 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 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 purchase order confirmation 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 header validation warnings.
  5.1 In this validation errors overview, all validation errors and warnings of the EDI purchase order confirmation are shown. Only the ones with type EDI purchase order apply to the header.
  On the Action pane, on the EDI order tab, in the History group, click Validation errors and review the warnings for the EDI purchase order confirmation header.
  5.2 Close the page.
  5.3 If for an EDI purchase order confirmation 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'.
  5.4 To solve a warning, make the appropriate changes to the header.
  In the Lines or header field, enter 'Header'.
  5.5 You can make changes 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.
  5.6 If warnings cannot be solved or accepted, you can cancel the EDI purchase order confirmation. As a result, the EDI purchase order confirmation is not considered anymore in validation and processing.
  On the Action pane, on the EDI order tab, in the Actions group, click Cancel.
6. Close the page.
7. Close the page.

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