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

Monitor EDI customer

For each customer with whom you exchange EDI messages, you can monitor the related:
  • Document flows
  • Journal validations
  • EDI history


Application Consultant Application Consultant Start Start Monitor customer document flows Monitor customer document flows For each customer with whom you exchange EDI messages, you can monitor the related document flows.Only the applicable document flows are shown. For more information on how the applicable document flows are searched for, refer to:'Search for document flow: Customer''Search for document flow: Customer + legal entity'To edit customer document flows, refer to 'Set up seller messages document flows'. Procedure 1. Go to Accounts receivable > Customers > All customers. 2. In the list, find and select the desired record. 3. On the Action pane, on the Customer tab, in the EDI group, click EDI document flows. Note: If no party setup is defined for the customer, no customer-specific document flows are shown. 4. Close the page. 5. Close the page. Monitor customer journal validations Monitor customer journal validations For each customer with whom you exchange EDI messages, you can monitor the related journal validations.All journal validations for the customer and legal entity are shown.To edit journal validations, refer to 'Set up EDI validations'. Procedure 1. Go to Accounts receivable > Customers > All customers. 2. In the list, find and select the desired record. 3. On the Action pane, on the Customer tab, in the EDI group, click EDI journal validation. 4. Close the page. 5. Close the page. Monitor customer EDI history Monitor customer EDI history All EDI transactions are logged in EDI history management (BisEdiHistory table).For each customer with whom you exchange EDI messages, you can monitor the related EDI history. Procedure 1. Go to Accounts receivable > Customers > All customers. 2. In the list, find and select the desired record. 3. On the Action pane, on the Customer tab, in the EDI group, click EDI history management. 4. Sub-task: Filter EDI history. 5. In the Action Pane, on the EDI history management tab, in the Filter group, select an option. For example, click Last 30 days. Note: You can also use the standard filtering options. 6. Sub-task: View details. 7. In the list, find and select the desired record. 8. In the list, click the link in the selected row. 9. Expand the Sales reference section. 10. Sub-task: View Connectivity studio message run history. 11. On the Action pane, on the EDI history management tab, in the History group, click History. 12. Close the page. 13. Close the page. 14. Close the page. End End

Activities

Name Responsible Description

Monitor customer document flows

Application Consultant

 		For each customer with whom you exchange EDI messages, you can monitor the related document flows.
Only the applicable document flows are shown. For more information on how the applicable document flows are searched for, refer to:
  • 'Search for document flow: Customer'
  • 'Search for document flow: Customer + legal entity'
To edit customer document flows, refer to 'Set up seller messages document flows'.

Monitor customer journal validations

Application Consultant

 		For each customer with whom you exchange EDI messages, you can monitor the related journal validations.
All journal validations for the customer and legal entity are shown.
To edit journal validations, refer to 'Set up EDI validations'.

Monitor customer EDI history

Application Consultant

 		All EDI transactions are logged in EDI history management (BisEdiHistory table).
For each customer with whom you exchange EDI messages, you can monitor the related EDI history.

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