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

Monitor EDI inventory order journal

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. You can use these messages to import the received information into the EDI inventory order journal:
  • 'XML picking list registration to EDI inventory order'.
  • 'XML product receipt to EDI inventory order'.
The EDI inventory orders are validated according to the applicable journal validation setup. If the applicable validation rules are:
  • Met, the EDI inventory order is automatically approved. An approved EDI inventory order is processed by the applicable custom message. For example: 'EDI inventory order to picking list registration' or 'EDI inventory order to product receipt'.
  • Not met, an error or warning is given. Before the EDI inventory order can be processed further, review the errors and warnings, and take appropriate actions.


Seller or Buyer Seller or Buyer Start Start View EDI inventory orders View EDI inventory orders 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'. Procedure 1. Go to EDI > Common > EDI inventory order. 2. 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. 5. In the Lines section, find and select the desired record. Review the line information. 6. To view the detailed information of the selected line, expand the Line details section. 7. Sub-task: View header information. 8. In the Lines or header field, enter 'Header'. In the General section, review the main header information. 9. 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. View all EDI inventory lines View all EDI inventory lines You can sort and search and filter on all imported EDI inventory journal lines. For example, to find related EDI inventory journal lines or to search for inventory journal lines with the same batch.For each line, you can open the related EDI inventory order journal. Procedure 1. Go to EDI > Inquiries > All EDI inventory lines. Note: On the page, you can use the filter and sort options to search the inventory journal lines. 2. Sub-task: Open related EDI inventory order journal. 3. In the list, find and select the desired record. 4. Click Open inventory journal. 5. Close the page. 6. Close the page. Is the journal status  Rejected? Is the journal status  Rejected? Does the EDI inventory order  have errors or warnings? Does the EDI inventory order  have errors or warnings? Solve EDI inventory order validation errors Solve EDI inventory order validation errors If you use EDI inventory order staging in your EDI process, the received information is imported into the EDI inventory order journal by the relevant custom messages. You can, for example, use staging in your EDI process for picking list registrations or product receipts.  The EDI inventory orders are validated according to the applicable journal validation setup. If the applicable validation rules are not met, an error or warning is given. Before the EDI inventory order 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 inventory order, 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 inventory order, line, or address with errors. You cannot accept headers, lines, or addresses with errors. If you do so, and approve the EDI inventory order, 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 inventory order. Procedure 1. Go to EDI > Common > EDI inventory order. 2. In the list, find the desired EDI inventory order 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. In the Lines section, 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 inventory order is again validated, this line is skipped. In the Lines section, 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. On the Action pane, on the EDI order tab, click Validation errors and review the errors for the EDI inventory order header. Note: In this validation errors overview, all validation errors and warnings of the EDI inventory order are shown. Only the ones with type EDI inventory order apply to the header. 11. Close the page. 12. To solve an error, make the appropriate changes to the header. In the Lines or header field, enter 'Header'. Note: If an error is caused by setup, you can solve the error in Microsoft Dynamics 365 for Finance and Operations. 13. On the Action pane, on the EDI order tab, in the Actions group, click Cancel. 14. Close the page. 15. Close the page. Solve EDI inventory order validation warnings Solve EDI inventory order validation warnings If you use EDI inventory order staging in your EDI process, the received information is imported into the EDI inventory order journal by the relevant custom messages. You can, for example, use staging in your EDI process for picking list registrations or product receipts. The EDI inventory orders are validated according to the applicable journal validation setup. If the applicable validation rules are not met, an error or warning is given. Before the EDI inventory order 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, line, or address with warnings. Solve the warnings. Cancel the EDI inventory order, line, or address with warnings. If all warnings are solved, accepted, or canceled, approve the EDI inventory order.   Procedure 1. Go to EDI > Common > EDI inventory order. 2. In the list, find the desired EDI inventory order 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. In the Lines section, in the list, select a line with warnings. 7. Close the page. 8. 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 inventory order 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, click Validation errors and review the warnings for the EDI inventory order header. Note: In this validation errors overview, all validation errors and warnings of the EDI inventory order are shown. Only the ones with type EDI inventory order apply to the header. 12. Close the page. 13. To solve a warning, make the appropriate changes to the header. In the Lines or header field, enter 'Header'. Note: If a warning is caused by setup, you can solve the warning in Microsoft Dynamics 365 for Finance and Operations. 14. In the Status field, select 'Accepted'. 15. On the Action pane, on the EDI order tab, in the Actions group, click Cancel. 16. Close the page. 17. Close the page. Must the EDI inventory  order journal be split? Must the EDI inventory  order journal be split? Split EDI inventory order journal Split EDI inventory order journal You can split an EDI inventory order journal with rejected lines. You can, for example, do so to already process the approved lines of the EDI inventory order journal. Later, you can have a look at the rejected lines.If you split the EDI inventory order journal, a new EDI inventory order journal is created, and the rejected lines are moved to this new journal. The new EDI inventory order journal gets the original journal number with a version number suffix. For example: the original journal number is 'EDI0001', the new journal gets number 'EDI0001-1'. Procedure 1. Go to EDI > Common > EDI inventory order. 2. In the list, find the desired EDI inventory order with journal status Rejected and click the link. 3. Click Split journal. 4. In the dialog, click OK. 5. Refresh the page to update the lines. Note that all rejected lines are removed. 6. Close the page. 7. In the list, find the desired EDI inventory order and click the link. 8. Close the page. 9. Close the page. Approve EDI inventory order Approve EDI inventory order If all errors and warnings of an EDI inventory order are solved, accepted, or canceled, you must approve the EDI inventory order. The EDI inventory order is again validated according to the applicable journal validation setup. If the applicable validation rules are met, the EDI inventory order journal status is set to Approved. Approved EDI inventory orders are processed by the applicable custom message: 'EDI inventory order to picking list registration' or 'EDI inventory order to product receipt'. Procedure 1. Go to EDI > Common > EDI inventory 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 inventory orders  are processed Approved  EDI inventory orders  are processed Did errors occur  on processing  EDI inventory orders? Did errors occur  on processing  EDI inventory orders? Solve EDI inventory order processing errors Solve EDI inventory order processing errors When an EDI inventory order is processed with the applicable custom message, errors can occur. If an error occurs:The EDI inventory order is not processed.The EDI inventory order message status is set to Error.The error is logged in the EDI inventory order journal Infolog.You can solve processing errors and have the EDI inventory order processed again. Procedure 1. Go to EDI > Common > EDI inventory order. 2. Sub-task: View processing errors. 3. In the list, find and select an EDI inventory order 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 inventory order processed again. In the General section, in the Message status field, select 'To be processed'. Note: As a result, the EDI inventory order is automatically picked up by the applicable custom message batch. 9. Close the page. 10. Close the page. End End Yes No Errors Warnings Yes No Yes No

Activities

Name Responsible Description

View EDI inventory orders

Seller or Buyer

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'.

View all EDI inventory lines

Seller or Buyer

 		You can sort and search and filter on all imported EDI inventory journal lines. For example, to find related EDI inventory journal lines or to search for inventory journal lines with the same batch.
For each line, you can open the related EDI inventory order journal.

Solve EDI inventory order validation errors

Seller or Buyer

If you use EDI inventory order staging in your EDI process, the received information is imported into the EDI inventory order journal by the relevant custom messages. You can, for example, use staging in your EDI process for picking list registrations or product receipts. 

The EDI inventory orders are validated according to the applicable journal validation setup. If the applicable validation rules are not met, an error or warning is given. Before the EDI inventory order 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 inventory order, 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 inventory order, line, or address with errors.

You cannot accept headers, lines, or addresses with errors. If you do so, and approve the EDI inventory order, 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 inventory order.

Solve EDI inventory order validation warnings

Seller or Buyer

If you use EDI inventory order staging in your EDI process, the received information is imported into the EDI inventory order journal by the relevant custom messages. You can, for example, use staging in your EDI process for picking list registrations or product receipts.
The EDI inventory orders are validated according to the applicable journal validation setup. If the applicable validation rules are not met, an error or warning is given. Before the EDI inventory order 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, line, or address with warnings.
  • Solve the warnings.
  • Cancel the EDI inventory order, line, or address with warnings.
If all warnings are solved, accepted, or canceled, approve the EDI inventory order.
 

Split EDI inventory order journal

Seller or Buyer

 		You can split an EDI inventory order journal with rejected lines. You can, for example, do so to already process the approved lines of the EDI inventory order journal. Later, you can have a look at the rejected lines.
If you split the EDI inventory order journal, a new EDI inventory order journal is created, and the rejected lines are moved to this new journal. The new EDI inventory order journal gets the original journal number with a version number suffix. For example: the original journal number is 'EDI0001', the new journal gets number 'EDI0001-1'.

Approve EDI inventory order

Seller or Buyer

 		If all errors and warnings of an EDI inventory order are solved, accepted, or canceled, you must approve the EDI inventory order. The EDI inventory order is again validated according to the applicable journal validation setup. If the applicable validation rules are met, the EDI inventory order journal status is set to Approved. Approved EDI inventory orders are processed by the applicable custom message: 'EDI inventory order to picking list registration' or 'EDI inventory order to product receipt'.

Solve EDI inventory order processing errors

Seller or Buyer

 		When an EDI inventory order is processed with the applicable custom message, errors can occur. If an error occurs:
  • The EDI inventory order is not processed.
  • The EDI inventory order message status is set to Error.
  • The error is logged in the EDI inventory order journal Infolog.
You can solve processing errors and have the EDI inventory order processed again.

See also

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