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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.


Buyer Buyer Imported  EDI purchase order  confirmations Imported  EDI purchase order  confirmations View EDI purchase order confirmations View EDI purchase order confirmations Use the EDI purchase order confirmation staging journal to monitor the EDI purchase order confirmations.The purchase order confirmations that you receive with the 'Purchase - XML to EDI confirmation' message are stored in the EDI purchase order confirmation journal.If you monitor EDI purchase order confirmations, the statuses are important. For more information on these statuses, refer to 'EDI staging journal statuses'. Procedure 1. Go to EDI > Common > EDI Purchase confirmation. 2. To show all EDI purchase order confirmations, clear the Show errors check box. 3. To view the details of an EDI purchase order confirmation, in the list, find the desired record and click the link. 4. Sub-task: View line information. 5. In the Lines section, find and select the desired record. Review the line information. 6. Expand the Line details section. 7. Click the Inventory dimensions tab. 8. If delivery confirmation information is included in the import of a purchase order confirmation line, you can view this delivery information on the Inventory Dimensions tab of the Line details section. Click the Delivery lines tab. Note: The delivery confirmations, as imported to an EDI purchase order confirmation staging journal, are stored in a separate table: BisEdiPurchaseTransDelivery. 9. If purchase order line information is included in EDI purchase order confirmation line, you can view this delivery information on the Inventory Dimensions tab of the Line details section. You can, for example, use the purchase order line information to compare the original values with the confirmed values. Click the Purchase order line tab. Note: The purchase order line information, as imported to an EDI purchase order confirmation staging journal, are stored in a separate table: BisEdiPurchaseTrans. 10. You can include charges in the import of a purchase order confirmation line to the EDI purchase order confirmation staging journal. If the imported purchase order confirmation line has charges defined, you can view these charges on the EDI charges tab of the Line details section. Click the EDI Charges tab. Note: The charges, as imported to an EDI purchase order confirmation staging journal, are stored in a separate table: BisEdiPurchaseMarkupTrans. 11. Click the Business integration error tab. 12. Click the Journal validations tab. 13. Sub-task: View header information. 14. In the Lines or header field, enter 'Header'. In the General section, review the main header information. 15. Expand the Order information section. 16. You can include charges in the import of a purchase order confirmation to the EDI purchase order confirmation staging journal. If the imported purchase order confirmation has charges defined, you can view these charges on the EDI charges tab of the Line details section. Expand the EDI Charges section. Note: The charges, as imported to an EDI purchase order confirmation staging journal, are stored in a separate table: BisEdiPurchaseMarkupTrans. 17. Close the page. 18. 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 purchase confirmation page, on the Action Pane, on the EDI order tab, click Split journal. Is the journal status  Rejected? Is the journal status  Rejected? Do the  EDI purchase order confirmations  have errors or warnings? Do the  EDI purchase order confirmations  have errors or warnings? Solve EDI purchase order confirmation validation errors Solve EDI purchase order confirmation validation errors 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 errors are given, you have these options: Solve the errors. You can solve validation errors 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 error. Cancel the EDI purchase order confirmation, line, or address with errors. You cannot accept headers, lines, or addresses with errors. If you do so, and approve the EDI purchase order confirmation, the header, line, or address with errors is again set to Rejected. If the errors are solved or lines or addresses with errors are canceled, approve the EDI purchase order confirmation. 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 errors. 5. In the Lines section, in the list, select a line with errors. 6. Click Validation errors and review the errors for the selected line. 7. Close the page. 8. To solve an error, make the appropriate changes to the line or line details. If an error 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 Status field, select 'Canceled'. Note: If an error is caused by setup, you can solve the error in Microsoft Dynamics 365 for Finance and Operations. 9. Sub-task: Solve header validation errors. 10. In the Lines or header field, enter 'Header'. 11. On the Action pane, on the EDI order tab, click Validation errors and review the errors for the EDI purchase order confirmation header. Note: 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. 12. Close the page. 13. To solve an error, make the appropriate changes to the header. You can do so in the General section and the Order information section. Expand the Order information section. Note: If an error is caused by setup, you can solve the error in Microsoft Dynamics 365 for Finance and Operations. 14. On the Action pane, on the EDI order tab, in the Actions group, click Cancel. 15. Close the page. 16. Close the page. Solve EDI purchase order confirmation validation warnings Solve EDI purchase order confirmation validation warnings 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. 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. 5. In the Lines section, in the list, select a line with warnings. 6. Click Validation errors and review the warnings for the selected line. 7. Close the page. 8. In the Lines section, in the Status field, select 'Accepted'. 9. 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. 10. Sub-task: Solve header validation warnings. 11. 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. 12. Close the page. 13. In the General section, in the Status field, select 'Accepted'. 14. In the Lines or header field, enter 'Header'. 15. 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. 16. On the Action pane, on the EDI order tab, in the Actions group, click Cancel. 17. Close the page. 18. Close the page. Approve EDI purchase order confirmations Approve EDI purchase order confirmations If all errors and warnings of an EDI purchase order confirmation are solved, accepted, or canceled, you must approve the EDI purchase order confirmation. The EDI purchase order confirmation is again validated according to the applicable journal validation setup. If the applicable validation rules are met, the EDI purchase order confirmation journal status is set to Approved. Approved EDI purchase order confirmations are processed by the 'Purchase - EDI confirmation to Order' message batch. Procedure 1. Go to EDI > Common > EDI purchase order. 2. In the list, find and select the desired record. 3. On the Action pane, on the EDI order tab, in the Actions group, click Approve. 4. Close the page. Approved EDI purchase order confirmations  are processed Approved EDI purchase order confirmations  are processed Did errors occur  on processing  EDI purchase order  confirmations? Did errors occur  on processing  EDI purchase order  confirmations? Solve EDI purchase order confirmation processing errors Solve EDI purchase order confirmation processing errors When an EDI purchase order confirmation is processed with the 'Purchase - EDI confirmation to Order' message, errors can occur. If an error occurs:The EDI purchase order confirmation is not processed.The EDI purchase order confirmation message status is set to Error.The error is logged in the EDI purchase order confirmation journal Infolog.You can solve processing errors and have the EDI purchase order confirmation processed again. Procedure 1. Go to EDI > Common > EDI Purchase confirmation. 2. Sub-task: View processing errors. 3. In the list, find and select an EDI purchase order confirmation which message status is Error. 4. Click Show Infolog. Note: To see the Infolog message details, click the link in the shown message. 5. Sub-task: Solve processing errors. 6. In the list, click the link in the selected row. 7. Click Edit and make the appropriate changes. 8. If all processing errors are solved, you can have the EDI purchase order confirmation processed again. In the General section, in the Message status field, select 'To be processed'. Note: As a result, the EDI purchase order confirmation is automatically picked up by the 'Purchase - EDI confirmation to Order' message batch. 9. Close the page. 10. Close the page. Open related purchase order for EDI purchase order confirmation Open related purchase order for EDI purchase order confirmation For each EDI purchase order confirmation with message status Processed, you can open the related purchase order from the EDI purchase order confirmation journal. Procedure 1. Go to EDI > Common > EDI purchase order. 2. To show the processed EDI purchase order confirmations, clear the Show errors check box. 3. In the list, find and select the desired processed EDI purchase order confirmation. 4. Click Purchase order. 5. Close the page. 6. Close the page. End End Yes No Errors Warnings Yes No

Activities

Name Responsible Description

View EDI purchase order confirmations

Buyer
Use the EDI purchase order confirmation staging journal to monitor the EDI purchase order confirmations.
The purchase order confirmations that you receive with the 'Purchase - XML to EDI confirmation' message are stored in the EDI purchase order confirmation journal.
If you monitor EDI purchase order confirmations, the statuses are important. For more information on these statuses, refer to 'EDI staging journal statuses'.

Solve EDI purchase order confirmation validation errors

Buyer

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 errors are given, you have these options:

  • Solve the errors. You can solve validation errors 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 error.
  • Cancel the EDI purchase order confirmation, line, or address with errors.

You cannot accept headers, lines, or addresses with errors. If you do so, and approve the EDI purchase order confirmation, the header, line, or address with errors is again set to Rejected.

If the errors are solved or lines or addresses with errors are canceled, approve the EDI purchase order confirmation.

Solve EDI purchase order confirmation validation warnings

Buyer

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.

Approve EDI purchase order confirmations

Buyer

 		If all errors and warnings of an EDI purchase order confirmation are solved, accepted, or canceled, you must approve the EDI purchase order confirmation. The EDI purchase order confirmation is again validated according to the applicable journal validation setup. If the applicable validation rules are met, the EDI purchase order confirmation journal status is set to Approved. Approved EDI purchase order confirmations are processed by the 'Purchase - EDI confirmation to Order' message batch.

Solve EDI purchase order confirmation processing errors

Buyer

 		When an EDI purchase order confirmation is processed with the 'Purchase - EDI confirmation to Order' message, errors can occur. If an error occurs:
  • The EDI purchase order confirmation is not processed.
  • The EDI purchase order confirmation message status is set to Error.
  • The error is logged in the EDI purchase order confirmation journal Infolog.
You can solve processing errors and have the EDI purchase order confirmation processed again.

Open related purchase order for EDI purchase order confirmation

Buyer

 		For each EDI purchase order confirmation with message status Processed, you can open the related purchase order from the EDI purchase order confirmation journal.

See also

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