1. To-Increase Dynamics 365 for Finance & Operations
  2. EDI studio
  3. EDI messages
  4. Buyer messages

Purchase confirmation

If you want to use EDI to receive purchase order confirmations from a vendor:

  • Set up the related document flow for the vendor with the 'Purchase - XML to EDI confirmation' message from the desired tutorial project.
  • Use this setup to receive purchase order confirmations through EDI messages.


Buyer Buyer Application Consultant Application Consultant Start Start Set up document flow - Purchase order confirmation Set up document flow - Purchase order confirmation Set up a document flow to define how to import an order confirmation message from a specific vendor. On the document flow, set the 'Purchase - XML to EDI confirmation' message. This message imports the order confirmation into the EDI purchase order journal. When the import is completed, the applicable validations are done automatically. 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 'Purchase - XML to EDI confirmation' message as request message. 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 'Vendor'. 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 'Confirmation'. 8. In the Direction field, select 'Inbound'. 9. In the Number sequence field, enter or select a value. 10. Select the Test check box. 11. In the Message field or in the Web service action field, enter or select a value. 12. 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).Make sure, the appropriate journal validations are set up. End End EDI confirmation   message file received  from vendor EDI confirmation   message file received  from vendor Purchase -  XML to EDI confirmation  (855, 865) Purchase -  XML to EDI confirmation  (855, 865) Monitor EDI purchase order confirmation journal

Monitor EDI purchase order confirmation journal

Use the EDI purchase order staging journal to monitor the EDI purchase order confirmations.

You always use staging in your EDI process for purchase order confirmation. The 'Purchase - XML to EDI confirmation' message is used to import the received purchase order confirmations into the EDI purchase order journal.
These EDI purchase order confirmations are validated according to the applicable journal validation setup. If the applicable validation rules are:
  • Met, the EDI purchase order confirmation is automatically approved. The approved EDI purchase order confirmations are processed by the 'Purchase - EDI confirmation to Order' message batch.
  • Not met, an error or warning is given. Before the EDI purchase order confirmation can be processed further, review the errors and warnings, and take appropriate actions.

 Purchase -  EDI confirmation to Order Purchase -  EDI confirmation to Order Updated  purchase order Updated  purchase order

Activities

Name Responsible Description

Set up document flow - Purchase order confirmation

Application Consultant

Set up a document flow to define how to import an order confirmation message from a specific vendor.

On the document flow, set the 'Purchase - XML to EDI confirmation' message. This message imports the order confirmation into the EDI purchase order journal. When the import is completed, the applicable validations are done automatically.

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 'Purchase - XML to EDI confirmation' message as request message.

Purchase -  XML to EDI confirmation  (855, 865)

Buyer

 		You receive an order confirmation from your vendor, with the 'Purchase - XML to EDI confirmation' message. This message imports the confirmation into the EDI purchase order journal. When the import is completed, the applicable validations are done automatically.

Monitor EDI purchase order confirmation journal

Buyer

Use the EDI purchase order staging journal to monitor the EDI purchase order confirmations.

You always use staging in your EDI process for purchase order confirmation. The 'Purchase - XML to EDI confirmation' message is used to import the received purchase order confirmations into the EDI purchase order journal.
These EDI purchase order confirmations are validated according to the applicable journal validation setup. If the applicable validation rules are:
  • Met, the EDI purchase order confirmation is automatically approved. The approved EDI purchase order confirmations are processed by the 'Purchase - EDI confirmation to Order' message batch.
  • Not met, an error or warning is given. Before the EDI purchase order confirmation can be processed further, review the errors and warnings, and take appropriate actions.

Purchase -  EDI confirmation to Order

Buyer

 		If EDI purchase order confirmations are validated and approved in the EDI purchase order journal, these can be imported into the Purchase orders table with the 'Purchase - EDI confirmation to Order' message.

See also

Provide feedback