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

Set up document flow - Product receipt
Business Integration Solutions task

Set up a document flow to define how to import a product receipt that you received from a specific 3PL warehouse.

On the document flow, you can set one of these EDI messages to import a product receipt:

  • 'XML product receipt to EDI inventory order' (custom message): If you use staging, use this message to receive a product receipt from a 3PL warehouse. This message imports the received product receipt into the EDI inventory order journal. When the import is completed, the applicable validations are done automatically.
  • 'Warehouse - XML to Arrival journal': If you do not use staging, use this message to receive a product receipt from a 3PL warehouse. This message imports the received product receipt directly into the Arrival journal.

You can choose to exchange this EDI message using a web service. In this case, instead of a message, use an inbound web service action with one of the above messages as request message.


Standard procedure

1. Click Connectivity studio EDI Party setup.
2. Click the Document flow tab.
3. Click New.
4. You can use origins to indicate where messages originate from. For example, a message can originate from EDI, a web shop, or a customer self-service portal.
You can set the origin to indicate that the document flow only applies to messages with the same origin.
  In the Origin field, enter or select a value.
 

Note: If you do not define an origin, the document flow only applies to messages that also don't have the origin defined.
5. In the Account code field, select 'Site' or 'Warehouse'.
 

Note: You can also select 'EDI group' to link the document flow to an EDI group. As a result, the document flow is applied to all EDI parties with the EDI group assigned.
6. In the Account selection field, enter or select a value.
7. In the Document flow field, select 'Receipts list'.
8. In the Direction field, select 'Inbound'.
9. You can use a number sequence to define the EDI history record ID.
  In the Number sequence field, enter or select a value.
10. You can use a document flow in a testing phase. If you do so, you can indicate this for informational purposes.
  Select the Test check box.
11.

Define the desired message or inbound web service action.

If you define a:

  • Message and you want to:
    • Use staging, select the 'XML product receipt to EDI inventory order' custom message.
    • Directly insert the picking list registration, select the 'Warehouse - XML to Arrival journal' message from the 'Tutorial - EDI - 3PL' project.
  • Web service action, make sure one of these messages is defined as the request message of the web service action.
  In the Message field or in the Web service action field, enter or select a value.
12. By default, a document flow is active. You can deactivate a document flow. So, it isn't used.
  Clear the Active check box.
13. Close the page.

Notes

To be able to receive an EDI message based on this document flow, the GLN code must be set for the current company (legal entity).

Related to Notes

Product receipt

 		 

Set up 3PL messages document flows

 		 

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