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

Set up EDI for warehouse
Activity Flow

Before you can exchange EDI messages with a 3PL warehouse, set up:

  • The EDI party setup for the 3PL warehouse.
  • Optionally, additional address GLN codes for the 3PL warehouse.
  • Document flows for the required 3PL EDI messages.

Application Consultant Application Consultant Start Start Set up EDI party setup for warehouse Set up EDI party setup for warehouse Before you can exchange EDI messages with a 3PL warehouse, set up the related EDI party setup.For each 3PL warehouse, you can set up several EDI parties. For example, if a 3PL warehouse has several areas, you can set up an EDI party for each area. Procedure 1. Go to Inventory management > Setup > Inventory breakdown > Warehouses. 2. In the list, find and select the desired record. 3. On the Action Pane, click Warehouse. 4. In the EDI group, click Party setup. 5. Click New. 6. Select Yes in the Default field. 7. Use the origin to indicate where messages originate from. In the Origin field, enter or select a value. Note: - For each warehouse 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 warehouse. - For each origin, the document flow behavior can be defined. However, the document flow behavior is not applicable to warehouses. 8. In the Bar code setup field, enter or select a value. 9. You can enter the Global Location Number (GLN code) of the warehouse. This usually is a unique 13-digit identification of the location of the warehouse. 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 warehouse, you cannot set it for another warehouse as well. 10. In the EDI group field, enter or select a value. 11. Select Yes in the Item cross reference field. 12. Use the item coding to indicate how you usually receive or send an item identification. If you: - Receive an item identification, the item coding is used to find the matching item number in Microsoft Dynamics 365 for Finance and Operations. - Send an item identification, the item coding is used to send the appropriate item identification to the warehouse. In the Item coding field, select an option. Note: Item cross references are only applicable to customers. So, these are not applied for warehouses. 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  3PL warehouse address? Is a GLN code  available for the  3PL warehouse address? Add GLN code to 3PL warehouse address setup Add GLN code to 3PL warehouse address setup For each 3PL warehouse, 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 Inventory management > Setup > Inventory breakdown > Warehouses. 2. In the list, find and select the desired warehouse. 3. Expand the Addresses section. 4. In the list, find and select the desired address. 5. Click Advanced. 6. Expand the EDI setup section. 7. Click Edit. 8. In the GLN code field, type a value. 9. Close the page. 10. Close the page. Set up 3PL messages document flows

Set up 3PL messages document flows

This flow explains how to set up the document flows for EDI messages that a seller or buyer can send to or receive from a 3PL warehouse.

 End End Yes No

Activities

Name Responsible Description

Set up EDI party setup for warehouse

Application Consultant

 		Before you can exchange EDI messages with a 3PL warehouse, set up the related EDI party setup.
For each 3PL warehouse, you can set up several EDI parties. For example, if a 3PL warehouse has several areas, you can set up an EDI party for each area.

Add GLN code to 3PL warehouse address setup

Application Consultant

 		For each 3PL warehouse, 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 3PL messages document flows

Application Consultant

 		This flow explains how to set up the document flows for EDI messages that a seller or buyer can send to or receive from a 3PL warehouse.

Activities

Name Responsible Description

Set up EDI party setup for warehouse

Application Consultant

 		Before you can exchange EDI messages with a 3PL warehouse, set up the related EDI party setup.
For each 3PL warehouse, you can set up several EDI parties. For example, if a 3PL warehouse has several areas, you can set up an EDI party for each area.

Add GLN code to 3PL warehouse address setup

Application Consultant

 		For each 3PL warehouse, 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 3PL messages document flows

Application Consultant

 		This flow explains how to set up the document flows for EDI messages that a seller or buyer can send to or receive from a 3PL warehouse.
Related to Notes

Set up EDI for warehouse

 		 

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