1. To-Increase Dynamics 365 for Finance & Operations
  2. EDI studio
  3. Flows

Picking list
Activity Flow

If you want to use EDI to send picking lists to a 3PL warehouse:

  • Set up the related document flow for the 3PL warehouse with the 'Warehouse - Picking list to XML' message from the desired tutorial project.
  • Use this setup to send picking lists through EDI messages.

Seller Seller Application Consultant Application Consultant Start Start Set up document flow - Picking list Set up document flow - Picking list Set up a document flow to send a picking list message to a specific 3PL warehouse. On the document flow, set the 'Warehouse - Picking list to XML' message. This message sends the picking list to the 3PL warehouse. 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 'Warehouse - Picking list 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 'Site' or 'Warehouse'. 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 'Picking'. 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 Generate picking list Generate picking list Outbound process When a picking list is generated, it is added to the Picking list journal. If an applicable document flow with direction 'Outbound' and type 'Picking' exists, also a record is added to the Outbound message queue. When this record is processed, the 'Warehouse - Picking list to XML' message is run. As a result, an EDI picking list message file is created and sent to the 3PL warehouse to inform them on what must be picked. To generate a picking list, on a Sales orders page, on the Action pane, on the Pick and pack tab, in the Generate group, click Picking list.For more information on picking lists, refer to Outbound process. Warehouse -  Picking list to XML  (940) Warehouse -  Picking list to XML  (940) EDI picking list  message file sent  to 3PL warehouse EDI picking list  message file sent  to 3PL warehouse

Activities

Name Responsible Description

Set up document flow - Picking list

Application Consultant

Set up a document flow to send a picking list message to a specific 3PL warehouse.

On the document flow, set the 'Warehouse - Picking list to XML' message. This message sends the picking list to the 3PL warehouse.

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 'Warehouse - Picking list to XML' message as request message.

Generate picking list

Seller

 		Outbound process When a picking list is generated, it is added to the Picking list journal. If an applicable document flow with direction 'Outbound' and type 'Picking' exists, also a record is added to the Outbound message queue. When this record is processed, the 'Warehouse - Picking list to XML' message is run. As a result, an EDI picking list message file is created and sent to the 3PL warehouse to inform them on what must be picked.
To generate a picking list, on a Sales orders page, on the Action pane, on the Pick and pack tab, in the Generate group, click Picking list.
For more information on picking lists, refer to Outbound process.

Warehouse - Picking list to XML (940)

Seller
When a picking list is generated, it is added to the Picking list journal. If an applicable document flow with direction 'Outbound' and type 'Picking' exists, also a record is added to the Outbound message queue. When this record is processed, the 'Warehouse - Picking list to XML' message is run. As a result, this message gets the data from the journal as defined in the outbound message queue record. With this data, it creates and sends an EDI picking list message file to the 3PL warehouse to inform them on what must be picked.

Activities

Name Responsible Description

Set up document flow - Picking list

Application Consultant

Set up a document flow to send a picking list message to a specific 3PL warehouse.

On the document flow, set the 'Warehouse - Picking list to XML' message. This message sends the picking list to the 3PL warehouse.

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 'Warehouse - Picking list to XML' message as request message.

Generate picking list

Seller

 		Outbound process When a picking list is generated, it is added to the Picking list journal. If an applicable document flow with direction 'Outbound' and type 'Picking' exists, also a record is added to the Outbound message queue. When this record is processed, the 'Warehouse - Picking list to XML' message is run. As a result, an EDI picking list message file is created and sent to the 3PL warehouse to inform them on what must be picked.
To generate a picking list, on a Sales orders page, on the Action pane, on the Pick and pack tab, in the Generate group, click Picking list.
For more information on picking lists, refer to Outbound process.

Warehouse - Picking list to XML (940)

Seller
When a picking list is generated, it is added to the Picking list journal. If an applicable document flow with direction 'Outbound' and type 'Picking' exists, also a record is added to the Outbound message queue. When this record is processed, the 'Warehouse - Picking list to XML' message is run. As a result, this message gets the data from the journal as defined in the outbound message queue record. With this data, it creates and sends an EDI picking list message file to the 3PL warehouse to inform them on what must be picked.
Related to Notes

Picking list

 		 

See also

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