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

Set up items for EDI

For EDI, you can use the standard item setup. Some of these standard settings are often used for EDI. You can also set up item cross references in EDI.


Seller Seller Start Start Set up item for EDI Set up item for EDI For EDI, you can use the standard item setup. Some of these standard settings are often used for EDI and therefore highlighted in this topic:External item descriptionBar codeGTIN codeThe steps in this topic only guide you to where you can define these settings. For more information, refer to Product identifiers. Procedure 1. Go to Product information management > Products > Released products. 2. In the list, find and select the desired record. 3. Sub-task: Set up external item description for purchase. 4. On the Action Pane, click Purchase. 5. In the Related information group, click External item description. 6. Close the page. 7. Sub-task: Set up external item description for sales. 8. On the Action Pane, click Sell. 9. In the Related information group, click External item description. 10. Close the page. 11. Sub-task: Set up bar code. 12. On the Action Pane, click Manage inventory. 13. In the Warehouse group, click Bar codes. 14. Close the page. 15. Sub-task: Set up GTIN code. 16. On the Action Pane, on the Manage inventory tab, in the Warehouse group, click GTIN codes. 17. Close the page. Item cross reference  required? Item cross reference  required? Set up item cross reference Set up item cross reference You can get validation errors or warnings on the received item number, name, or bar code in the EDI sales order. This can be another number, name, or bar code than you use for the related item. For example, a customer sends an external bar code to order the item.In this case, you can add an item cross reference. An item cross reference indicates which item to deliver for an external item number, name, or bar code. For example, the customer has ordered paracetamol with a bar code of a brand that you don't have. But you have the same paracetamol in another brand. With the item cross reference between the bar code of the ordered brand and your item, the sales line can be approved on validation.The search sequence for the applicable item cross reference is from specific to general:Origin, Customer, Item, External itemOrigin, Item, External itemItem, External item Procedure 1. Go to EDI > Common > EDI sales order. 2. In the list, find the desired EDI sales order and click the link. 3. In the Lines section, click Item cross reference. 4. Click New. 5. In the Origin field, enter or select a value. 6. In the Customer account field, enter or select a value. 7. In the Item number field, enter or select the item to which the external item number, name, or bar code applies. 8. In the GLN code field, enter the external item number, name, or bar code for the item. 9. Close the page. 10. Close the page. 11. Close the page. Notes You can only use item cross references for customers for which you allow item cross references in the party setup. To do so, on the Customers page, on the Action pane, on the Customer tab, in the EDI group, click Party setup. In the Items section, set the Item cross reference field to Yes. End End Yes No

Activities

Name Responsible Description

Set up item for EDI

Seller

 		For EDI, you can use the standard item setup. Some of these standard settings are often used for EDI and therefore highlighted in this topic:
  • External item description
  • Bar code
  • GTIN code
The steps in this topic only guide you to where you can define these settings. For more information, refer to Product identifiers.

Set up item cross reference

Seller
You can get validation errors or warnings on the received item number, name, or bar code in the EDI sales order. This can be another number, name, or bar code than you use for the related item. For example, a customer sends an external bar code to order the item.
In this case, you can add an item cross reference. An item cross reference indicates which item to deliver for an external item number, name, or bar code. For example, the customer has ordered paracetamol with a bar code of a brand that you don't have. But you have the same paracetamol in another brand. With the item cross reference between the bar code of the ordered brand and your item, the sales line can be approved on validation.
The search sequence for the applicable item cross reference is from specific to general:
  1. Origin, Customer, Item, External item
  2. Origin, Item, External item
  3. Item, External item

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