1. To-Increase Dynamics 365 for Finance & Operations
  2. Connectivity studio
  3. Activities

View EDI inventory orders
Business Integration Solutions task

Use the EDI inventory order staging journal to monitor the EDI inventory orders. If you use EDI inventory order staging, custom messages are required.

You can, for example, use staging in your EDI process for picking list registrations or product receipts.
If you monitor EDI inventory orders, the statuses are important. For more information on these statuses, refer to 'EDI staging journal statuses'.


Standard procedure

1. Go to EDI > Common > EDI inventory order.
2. By default, only the EDI inventory orders with errors or warnings are shown.
  To show all EDI sales orders, clear the Show errors check box.
3. To view the details of an EDI inventory order, in the list, find the desired record and click the link.
4. Sub-task: View line information.
  4.1 You can view the EDI inventory order lines and related information.
  In the Lines section, find and select the desired record. Review the line information.
  4.2 To view the detailed information of the selected line, expand the Line details section.
5. Sub-task: View header information.
  5.1 You can view the header information of an EDI inventory order.
  In the Lines or header field, enter 'Header'. In the General section, review the main header information.
6. Close the page.

Notes

On the staging document (the document that is used to create the staging journal), you can indicate that a staging journal is split if lines are rejected. To do so, on the document header, set the 'Split on error' field to 'Yes' and fill in 'Split percentage' field.

On creation of an EDI staging journal, when line validations are not met, the staging journal can be split into two staging journals. If the staging journal is split, separate staging journals are created with the:
  • Approved lines. So, these lines can be processed further.
  • Rejected lines.
Whether a staging journal is split, depends on the defined split percentage and the number of rejected lines. If the percentage of rejected lines is:
  • Lower than the split percentage, the staging journal is split into a staging journal with approved lines and a staging journal with rejected lines.
  • Higher than the 'split percentage', the staging journal is not split. So, only one staging journal is created with the journal status 'Rejected'.
You can also manually split a staging journal with approved and rejected lines. As a result, an additional staging journal is created to which the rejected lines are moved. To do so, on the EDI inventory order page, on the Action Pane, on the EDI order tab, click Split journal.

Provide feedback