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

Set up EDI for customer
Activity Flow

Before you can exchange EDI messages with a customer, set up:

  • The EDI party setup for the customer.
  • Optionally, additional address GLN codes for the customer.
  • Document flows for the required seller EDI messages.

Application Consultant Application Consultant Start Start Set up EDI party setup for customer Set up EDI party setup for customer Before you can exchange EDI messages with a customer, set up the related EDI party setup.For each customer, you can set up several EDI parties. For example, if a customer has several shops, you can set up an EDI party for each shop. 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 Party setup. 4. Click New. 5. Select Yes in the Default field. 6. Use the origin to indicate where messages originate from. For each origin, the document flow behavior can be defined. In the Origin field, enter or select a value. Note: For each customer you can only set up: - One EDI party for each origin. - One EDI party without the origin defined. You can use this, for example, if you only define one EDI party for a customer. 7. In the Bar code setup field, enter or select a value. 8. You can enter the Global Location Number (GLN code) of the customer. This usually is a unique 13-digit identification of the location of the customer. However, you can also define your own location number. In the GLN code field, type a value. Note: You can use a specific GLN code but once. If you have set it for a customer, you cannot set it for another customer as well. 9. In the EDI group field, enter or select a value. 10. In the EDI partner field, enter or select a value. 11. You can receive EDI orders with customer specific item codes. To prevent messing up your data with customer specific codes, you can use an item cross reference. If you use this, the EDI sales journal validation searches for the item in this sequence: 1. Defined item coding for the party. If an item is found that matches the defined item coding, this item number is used. 2. Item cross reference table. If no matching item is found for the defined item coding, a matching item is searched for in the item cross references. If found, the item from the item cross reference is used. If not found, an error message is given, and the EDI message cannot be processed. Select Yes in the Item cross reference field. Note: If you want to use an item cross reference, you must also set up the item cross reference from the EDI sales order journal line. 12. In the Item coding field, select an option. 13. In the Bar code setup field, enter or select a value. 14. Sub-task: Define external code definitions. 15. For each party setup, you can define several external code definitions. These external code definitions are used to search for party-specific values. Expand the External code section. Note: To use the external codes functionality, additional setup is required in Connectivity studio. For the applicable message, in the field mapping, apply an external code as defined for the related entity. As a result, on: - Import, the external code is replaced with the related code in your D365 FO environment. - Export, the code in your D365 FO environment is replaced with the related external code. 16. In the Currency external code field, enter or select a value. 17. In the Item external code field, enter or select a value. 18. In the Misc. charges external code field, enter or select a value. 19. In the Mode of delivery external code field, enter or select a value. 20. In the Terms of delivery external code field, enter or select a value. 21. In the Unit external code field, enter or select a value. 22. Close the page. Is a GLN code  available for the  customer address? Is a GLN code  available for the  customer address? Add GLN code to customer address setup Add GLN code to customer address setup For each customer, you can set up several addresses. For each of these addresses, you can define the Global Location Number (GLN code). You can use the GLN code in EDI to identify the unique location. Procedure 1. Go to Accounts receivable > Customers > All customers. 2. In the list, find the desired customer and click the link. 3. Expand the Addresses section. 4. In the list, find and select the desired address. 5. Click More options. 6. Click Advanced. 7. Expand the EDI setup section. 8. Click Edit. 9. In the GLN code field, type a value. 10. Close the page. 11. Close the page. Set up seller messages document flows

Set up seller messages document flows

This flow explains how to set up the document flows for EDI messages that a seller can send to or receive from a buyer.

Note: Based on the outbound document flows as defined for a customer, on the sales order header, in the EDI section, options are selected. These options indicate which document flows apply to the sales order. Usually, you do not change these settings. However, if required, you can switch off a document flow for a sales order.

 End End Yes No

Activities

Name Responsible Description

Set up EDI party setup for customer

Application Consultant

 		Before you can exchange EDI messages with a customer, set up the related EDI party setup.
For each customer, you can set up several EDI parties. For example, if a customer has several shops, you can set up an EDI party for each shop.

Add GLN code to customer address setup

Application Consultant

 		For each customer, you can set up several addresses. For each of these addresses, you can define the Global Location Number (GLN code). You can use the GLN code in EDI to identify the unique location.

Set up seller messages document flows

Application Consultant

 		This flow explains how to set up the document flows for EDI messages that a seller can send to or receive from a buyer.
Note: Based on the outbound document flows as defined for a customer, on the sales order header, in the EDI section, options are selected. These options indicate which document flows apply to the sales order. Usually, you do not change these settings. However, if required, you can switch off a document flow for a sales order.

Activities

Name Responsible Description

Set up EDI party setup for customer

Application Consultant

 		Before you can exchange EDI messages with a customer, set up the related EDI party setup.
For each customer, you can set up several EDI parties. For example, if a customer has several shops, you can set up an EDI party for each shop.

Add GLN code to customer address setup

Application Consultant

 		For each customer, you can set up several addresses. For each of these addresses, you can define the Global Location Number (GLN code). You can use the GLN code in EDI to identify the unique location.

Set up seller messages document flows

Application Consultant

 		This flow explains how to set up the document flows for EDI messages that a seller can send to or receive from a buyer.
Note: Based on the outbound document flows as defined for a customer, on the sales order header, in the EDI section, options are selected. These options indicate which document flows apply to the sales order. Usually, you do not change these settings. However, if required, you can switch off a document flow for a sales order.
Related to Notes

Set up EDI for customer

 		 

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