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.

Activities

Name	Responsible	Description
Set up document flow - Sales order	Application Consultant	Set up a document flow to define how to import a received order from a specific customer. On the document flow, you can set these EDI messages to import a sales order: 'Sales - XML to EDI order': If you use staging, use this message to receive an order from your customer. This message imports the received sales order into the EDI sales order journal. When the import is completed, the applicable validations are done automatically. 'Sales - XML order to Order': If you do not use staging, use this message to receive an order from your customer. This message imports the received sales order directly into the Sales orders table. 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 one of the above messages as request message.
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.
Set up document flow - Sales acknowledgement	Application Consultant	Set up a document flow to define how to send a sales order acknowledgement message to a specific customer. On the document flow, set the 'Sales - Acknowledgement to XML' message. This message sends the sales order acknowledgement 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 - Acknowledgement to XML' message as request message.
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.
Set up document flow - Sales ASN	Application Consultant	Set up a document flow to define how to send a sales packing slip message to a specific customer. On the document flow, set the 'Sales - Delivery to XML' message. This message sends the packing slip to your customer. This message is also known as an advance shipping notice (ASN). 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 - Delivery to XML' message as request message.
Set up document flow - Sales invoice	Application Consultant	Set up a document flow to define how to send a sales invoice message to a specific customer. On the document flow, set the 'Sales - Invoice to XML' message. This message sends the sales invoice 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 - Invoice to XML' message as request message.

Activities

Name	Responsible	Description
Set up document flow - Sales order	Application Consultant	Set up a document flow to define how to import a received order from a specific customer. On the document flow, you can set these EDI messages to import a sales order: 'Sales - XML to EDI order': If you use staging, use this message to receive an order from your customer. This message imports the received sales order into the EDI sales order journal. When the import is completed, the applicable validations are done automatically. 'Sales - XML order to Order': If you do not use staging, use this message to receive an order from your customer. This message imports the received sales order directly into the Sales orders table. 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 one of the above messages as request message.
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.
Set up document flow - Sales acknowledgement	Application Consultant	Set up a document flow to define how to send a sales order acknowledgement message to a specific customer. On the document flow, set the 'Sales - Acknowledgement to XML' message. This message sends the sales order acknowledgement 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 - Acknowledgement to XML' message as request message.
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.
Set up document flow - Sales ASN	Application Consultant	Set up a document flow to define how to send a sales packing slip message to a specific customer. On the document flow, set the 'Sales - Delivery to XML' message. This message sends the packing slip to your customer. This message is also known as an advance shipping notice (ASN). 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 - Delivery to XML' message as request message.
Set up document flow - Sales invoice	Application Consultant	Set up a document flow to define how to send a sales invoice message to a specific customer. On the document flow, set the 'Sales - Invoice to XML' message. This message sends the sales invoice 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 - Invoice to XML' message as request message.

Related to	Notes
Set up seller messages document flows

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