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

Sales order (Delfor)

If you want to use EDI to receive Delfor sales orders from a customer:

  • Set up the related document flow for the customer with the 'Sales (Delfor) - XML to EDI Delfor journal' message from the desired tutorial project. Note: You can only receive Delfor sales orders using staging. The staging journal to receive Delfor orders is the EDI Delfor journal.
  • Use this setup to receive Delfor sales orders through EDI messages.


Seller Seller Application Consultant Application Consultant Start Start Set up document flow - Sales order (Delfor) Set up document flow - Sales order (Delfor) Set up a document flow to define how to import a received order (Delfor) from a specific customer. On the document flow, you can set the 'Sales (Delfor) - XML to EDI Delfor journal' message. This message imports the received sales order (Delfor) into the EDI Delfor 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 a message, use an inbound web service action with the 'Sales (Delfor) - XML to EDI Delfor journal' 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 'Customer'. 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 'Order'. 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 order (Delfor) message file  received from  customer EDI order (Delfor) message file  received from  customer Sales (Delfor) -  XML to  EDI Delfor journal  (830) Sales (Delfor) -  XML to  EDI Delfor journal  (830) Monitor EDI Delfor journal

Monitor EDI Delfor journal

Use the EDI Delfor journal to monitor the received EDI sales orders (Delfor).

The 'Sales (Delfor) - XML to EDI Delfor journal' message imports the received sales orders (Delfor) into the EDI Delfor journal.
These EDI Delfor journals are validated according to the applicable journal validation setup. If the applicable validation rules are:
  • Met, the EDI Delfor journal is automatically approved. The approved EDI Delfor journals are processed by the 'Sales (Delfor) - EDI Delfor journal to Order' message batch.
  • Not met, an error or warning is given. Before the EDI Delfor journal can be processed further, review the errors and warnings, and take appropriate actions.

 Sales (Delfor) -  EDI Delfor journal  to Order Sales (Delfor) -  EDI Delfor journal  to Order Created or updated  sales order (Delfor) Created or updated  sales order (Delfor)

Activities

Name Responsible Description

Set up document flow - Sales order (Delfor)

Application Consultant

Set up a document flow to define how to import a received order (Delfor) from a specific customer.

On the document flow, you can set the 'Sales (Delfor) - XML to EDI Delfor journal' message. This message imports the received sales order (Delfor) into the EDI Delfor 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 a message, use an inbound web service action with the 'Sales (Delfor) - XML to EDI Delfor journal' message as request message.

Sales (Delfor) -  XML to  EDI Delfor journal  (830)

Seller

You receive a delivery forecast order from your customer with the 'Sales (Delfor) - XML to EDI Delfor journal' message. This message imports the received delivery forecast order into the EDI Delfor journal. When the import is completed, the applicable validations are done automatically.

Monitor EDI Delfor journal

Seller

Use the EDI Delfor journal to monitor the received EDI sales orders (Delfor).

The 'Sales (Delfor) - XML to EDI Delfor journal' message imports the received sales orders (Delfor) into the EDI Delfor journal.
These EDI Delfor journals are validated according to the applicable journal validation setup. If the applicable validation rules are:
  • Met, the EDI Delfor journal is automatically approved. The approved EDI Delfor journals are processed by the 'Sales (Delfor) - EDI Delfor journal to Order' message batch.
  • Not met, an error or warning is given. Before the EDI Delfor journal can be processed further, review the errors and warnings, and take appropriate actions.

Sales (Delfor) -  EDI Delfor journal  to Order

Seller

If an EDI Delfor journal, which contains a delivery forecast order, is validated and approved in the EDI Delfor journal, the delivery forecast order can be imported into the Sales orders table with the 'Sales (Delfor) - EDI Delfor journal to Order' message.

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