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

Set up document flow - Item counting
Business Integration Solutions task

Set up a document flow to import an item counting message from a specific 3PL warehouse.

On the document flow, set the 'Warehouse - XML to Counting journal' message. This message receives the item counting information from the 3PL warehouse.

You can choose to exchange this EDI message using a web service. In this case, instead of the message, use an inbound web service action with the 'Warehouse - XML to Counting journal' message 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 'Inventory count'.
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, you can use the 'Warehouse - XML to Counting journal' message from the 'Tutorial - EDI - 3PL' project.
  • Web service action, make sure the 'Warehouse - XML to Counting journal' message 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

Item counting

 		 

Set up 3PL messages document flows

 		 

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