1. To-Increase Dynamics 365 for Finance & Operations
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Sales confirmation
Process flow

If you want to use EDI to send sales order confirmations to a customer:

  • Set up the related document flow for the customer with the 'Sales - Confirmation to XML' message from the desired tutorial project.
  • Use this setup to send sales order confirmations through EDI messages.

Seller Seller Application Consultant Application Consultant Start Start Set up document flow - Sales confirmation Set up document flow - Sales confirmation Set up a document flow to define how to send a sales order confirmation message to a specific customer. On the document flow, set the 'Sales - Confirmation to XML' message. This message sends the sales order confirmation to your customer. You can choose to exchange this EDI message using a web service. In this case, instead of the message, use an outbound web service action with the 'Sales - Confirmation to XML' 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 'Confirmation'. 8. In the Direction field, select 'Outbound'. 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. In the outbound queue, several entries can exist for a unique message or web service action. For an outbound document flow, you can bundle the entries for the applicable message or web service action. The outbound queue entries are bundled by the applicable EDI party. On processing the outbound queue, the entries are bundled in one message run or web service action run, which results in one file. Select the Bundle outbound queue by message check box. Note: - If, for the document flow, the account code is EDI group, the outbound queue entries are bundled by each EDI party as set up for the EDI group. - You can also apply bundling to the Additional setup of an outbound document flow. 13. Select the Flow condition check box. 14. You can define a target connector for a document flow. This target connector overrules the target connector of the document flow message. In this way, you can use one message to send an EDI message to several EDI parties. So, no separate message is required for each of the EDI parties. In the Connector field, enter or select a value. Note: To apply a document flow target connector: For each target, enter a document flow with the same message but a different target connector. The target connector you define for the document flow must match the type of the target connector of the message. If the message connector type is: D365 FO -> D365 FO Database -> Database Staging journal -> Staging journal Azure file storage, Azure Blob Storage, and SharePoint are interchangeable. Connectors of type 'Web service' or 'Upload and download' are not supported. The data structure of the different targets must be the same. 15. Clear the Active check box. 16. Close the page. Notes To be able to send an EDI message based on this document flow, the GLN code must be set for the current company (legal entity). End End Start Start Confirm sales order Confirm sales order When a sales order is confirmed, it is added to the Sales order confirmation journal. If an applicable document flow with direction 'Outbound' and type 'Confirmation' exists, also a record is added to the Outbound message queue. When this record is processed, the 'Sales - Confirmation to XML' message is run. As a result, an EDI confirmation message file is created and sent to your customer.For more information on sales order confirmation, refer to Confirm sales orders. Sales -  Confirmation to XML  (855, 865) Sales -  Confirmation to XML  (855, 865) EDI confirmation  message file  sent to customer EDI confirmation  message file  sent to customer

Activities

Name Responsible Description

Set up document flow - Sales confirmation

Application Consultant

Set up a document flow to define how to send a sales order confirmation message to a specific customer.

On the document flow, set the 'Sales - Confirmation to XML' message. This message sends the sales order confirmation to your customer.

You can choose to exchange this EDI message using a web service. In this case, instead of the message, use an outbound web service action with the 'Sales - Confirmation to XML' message as request message.

Confirm sales order

Seller

 		When a sales order is confirmed, it is added to the Sales order confirmation journal. If an applicable document flow with direction 'Outbound' and type 'Confirmation' exists, also a record is added to the Outbound message queue. When this record is processed, the 'Sales - Confirmation to XML' message is run. As a result, an EDI confirmation message file is created and sent to your customer.
For more information on sales order confirmation, refer to Confirm sales orders.

Sales - Confirmation to XML (855, 865)

Seller
When a sales order is confirmed, it is added to the Sales order confirmation journal. If an applicable document flow with direction 'Outbound' and type 'Confirmation' exists, also a record is added to the Outbound message queue. When this record is processed, the 'Sales - Confirmation to XML' message is run. As a result, this message gets the data from the journal as defined in the outbound message queue record and creates and sends an EDI confirmation message file to your customer.

Activities

Name Responsible Description

Set up document flow - Sales confirmation

Application Consultant

Set up a document flow to define how to send a sales order confirmation message to a specific customer.

On the document flow, set the 'Sales - Confirmation to XML' message. This message sends the sales order confirmation to your customer.

You can choose to exchange this EDI message using a web service. In this case, instead of the message, use an outbound web service action with the 'Sales - Confirmation to XML' message as request message.

Confirm sales order

Seller

 		When a sales order is confirmed, it is added to the Sales order confirmation journal. If an applicable document flow with direction 'Outbound' and type 'Confirmation' exists, also a record is added to the Outbound message queue. When this record is processed, the 'Sales - Confirmation to XML' message is run. As a result, an EDI confirmation message file is created and sent to your customer.
For more information on sales order confirmation, refer to Confirm sales orders.

Sales - Confirmation to XML (855, 865)

Seller
When a sales order is confirmed, it is added to the Sales order confirmation journal. If an applicable document flow with direction 'Outbound' and type 'Confirmation' exists, also a record is added to the Outbound message queue. When this record is processed, the 'Sales - Confirmation to XML' message is run. As a result, this message gets the data from the journal as defined in the outbound message queue record and creates and sends an EDI confirmation message file to your customer.
Related to Notes

Sales confirmation

 		 

See also

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