Flows

Flow Description

Item counting

If you want to use EDI to receive item counts from a 3PL warehouse:

  • Set up the related document flow for the 3PL warehouse with the 'Warehouse - XML to Counting journal' message from the desired tutorial project.
  • Use this setup to receive item counting information through EDI messages.

Monitor EDI inventory order journal

Use the EDI inventory order staging journal to monitor the EDI inventory orders. If you use EDI inventory order staging, custom messages are required.

You can, for example, use staging in your EDI process for picking list registrations or product receipts. You can use these messages to import the received information into the EDI inventory order journal:
  • 'XML picking list registration to EDI inventory order'.
  • 'XML product receipt to EDI inventory order'.
The EDI inventory orders are validated according to the applicable journal validation setup. If the applicable validation rules are:
  • Met, the EDI inventory order is automatically approved. An approved EDI inventory order is processed by the applicable custom message. For example: 'EDI inventory order to picking list registration' or 'EDI inventory order to product receipt'.
  • Not met, an error or warning is given. Before the EDI inventory order can be processed further, review the errors and warnings, and take appropriate actions.
For more information on staging, refer to Staging.

Monitor EDI purchase order confirmation journal

Use the EDI purchase order staging journal to monitor the EDI purchase order confirmations.

You always use staging in your EDI process for purchase order confirmation. The 'Purchase - XML to EDI confirmation' message is used to import the received purchase order confirmations into the EDI purchase order journal.
These EDI purchase order confirmations are validated according to the applicable journal validation setup. If the applicable validation rules are:
  • Met, the EDI purchase order confirmation is automatically approved. The approved EDI purchase order confirmations are processed by the 'Purchase - EDI confirmation to Order' message batch.
  • Not met, an error or warning is given. Before the EDI purchase order confirmation can be processed further, review the errors and warnings, and take appropriate actions.
For more information on staging, refer to Staging.

Monitor EDI sales order journal

Use the EDI sales order staging journal to monitor the EDI sales orders.

If you use staging in your EDI process for sales orders, the 'Sales - XML to EDI order' message imports the received sales orders into the EDI sales order journal.
These EDI sales orders are validated according to the applicable journal validation setup. If the applicable validation rules are:
  • Met, the EDI sales order is automatically approved. The approved EDI sales orders are processed by the 'Sales - EDI order to Order' message batch.
  • Not met, an error or warning is given. Before the EDI sales order can be processed further, review the errors and warnings, and take appropriate actions.
For more information on staging, refer to Staging.

Picking list

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.

Picking list registration

If you want to use EDI to receive picking list registrations from a 3PL warehouse:

  • Set up the related document flow for the 3PL warehouse with the 'Warehouse - XML to Picking list registration' message from the desired tutorial project or a custom 'XML picking list registration to EDI inventory order' message.
  • Use this setup to receive picking list registrations through EDI messages.

Process EDI messages using AS2 - Inbound

You can use EDI studio to receive EDI message files from the AS2 web app. These EDI message files are stored in a general storage location. From the general storage location, these EDI message files must be distributed to specific storage locations from where the files can be processed by the applicable inbound messages.

Process EDI messages using AS2 - Outbound

You can use EDI studio to send EDI messages to the AS2 web app. The AS2 web app processes the data further to the web server of the EDI partner.

Set up the Process outbound message queue to process the outbound web service actions as set up for AS2.

Product receipt

If you want to use EDI to receive product receipt information from a 3PL warehouse:

  • Set up the related document flow for the 3PL warehouse with the 'Warehouse - XML to Arrival journal registration' message from the desired tutorial project or a custom 'XML product receipt to EDI inventory order' message.
  • Use this setup to receive product receipt information through EDI messages.

Purchase acknowledgement

If you want to use EDI to receive purchase order acknowledgments from a vendor:

  • Set up the related document flow for the vendor with the 'Purchase - XML to Acknowledgement' message from the desired tutorial project.
  • Use this setup to receive purchase order acknowledgements through EDI messages.

Purchase ASN

If you want to use EDI to receive packing slips from a vendor:

  • Set up the related document flow for the vendor with the 'Purchase - XML to Delivery' message from the desired tutorial project. This message is also known as an advance shipping notice (ASN).
  • Use this setup to receive packing slips through EDI messages.

Purchase confirmation

If you want to use EDI to receive purchase order confirmations from a vendor:

  • Set up the related document flow for the vendor with the 'Purchase - XML to EDI confirmation' message from the desired tutorial project.
  • Use this setup to receive purchase order confirmations through EDI messages.

Purchase invoice

If you want to use EDI to receive purchase invoices from a vendor:

  • Set up the related document flow for the vendor with the 'Purchase - XML to Invoice' message from the desired tutorial project.
  • Use this setup to receive purchase invoices through EDI messages.

Purchase order

If you want to use EDI to send purchase orders to a vendor:

  • Set up the related document flow for the vendor with the 'Purchase - Order to XML' message from the desired tutorial project.
  • Use this setup to send purchase orders through EDI messages.

Receipts list

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

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

Sales acknowledgement

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

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

Sales ASN

If you want to use EDI to send sales packing slips to a customer:

  • Set up the related document flow for the customer with the 'Sales - Delivery to XML' message from the desired tutorial project. This message is also known as an advance shipping notice (ASN).
  • Use this setup to send sales packing slips through EDI messages.

Sales confirmation

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.

Sales invoice

If you want to use EDI to send sales invoices to a customer:

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

Sales order

If you want to use EDI to receive sales orders from a customer:

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

Search for document flow: Customer

To be able to process a message, an applicable document flow and its related setup must exist. The moment the applicable document flow and setup is checked, is defined by inbound messages process and outbound messages process.

In the document flow search, the origin of the message plays a a key role. The document flow setting on the origin defines which document flows can be searched for.
This diagram shows the document flow search process if the document flow setting of the origin is 'Customer'.

Search for document flow: Customer + legal entity

To be able to process a message, an applicable document flow and its related setup must exist. The moment the applicable document flow and setup is checked, is defined by inbound messages process and outbound messages process.

In the document flow search, the origin of the message plays a key role. The document flow setting on the origin defines which document flows can be searched for.
This diagram shows the document flow search process if the document flow setting of the origin is 'Customer + legal entity'.

Search for document flow: Vendor

To be able to process a message, an applicable document flow and its related setup must exist. The moment the applicable document flow and setup is checked, is defined by inbound messages process and outbound messages process.

In the document flow search, the origin of the message plays a key role. The document flow setting on the origin defines which document flows can be searched for.
This diagram shows the document flow search process if the document flow setting of the origin is 'Vendor'.

Search for document flow: Warehouse

To be able to process a message, an applicable document flow and its related setup must exist. The moment the applicable document flow and setup is checked, is defined by inbound messages process and outbound messages process.
If you exchange EDI messages with 3PL warehouses, in the search for the applicable document flow, the warehouse is the key. The document flow must have the account code 'Warehouse'. So, in this case, the origin is not used.
This diagram shows the document flow search process for 3PL warehouse EDI messages.

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.

Set up AS2 - Inbound

You can use EDI studio to receive EDI message files from the AS2 web app. To be able to do so, some specific setup is required. Key in the setup is the inbound definition.

To receive EDI messages using the AS2 protocol, first the AS2 web app is run. This app stores the EDI message files in a general storage location. On this general storage location, the inbound definitions are run in recurring mode (Process AS2 inbound queue). During this process, this data is searched for in an EDI message file:

  • Type: The EDI message type of the data in the file. For example, 'Order' or 'Invoice'.
  • Recipient: The data in the file that indicates to which company in D365 FO the data must be imported. For example, the GLN.

Based on this data, the file is moved to a specific storage location for further processing. From this specific storage location, the file is processed with an inbound message.

Set up AS2 - Outbound

You can use EDI studio to send EDI messages using the AS2 web app. To be able to do so, some specific setup is required.

Set up AS2 Key Vault

When you use the AS2 web app, you need a key vault to set up the secrets and certificates that are required to run the AS2 web app.

Set up buyer messages document flows

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

Set up document flows

For each EDI message that you want to send or receive, a document flow must be set up in a specific way. You can also define several additional document flow settings.

Set up EDI for customer

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.

Set up EDI for vendor

Before you can exchange EDI messages with a vendor, set up:
  • The EDI party setup for the vendor.
  • Optionally, additional address GLN codes for the vendor.
  • Document flows for the required buyer EDI messages.

Set up EDI for warehouse

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.

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.

Test AS2 inbound definition setup

If you have set up an inbound definition, you can test it.

To test an inbound definition, first make sure a test file is available in the Working folder as defined by the connector of the inbound definition.

Use EDI tutorial

To have a quick start with the EDI setup, you can use the EDI tutorials. These tutorials have several pre-defined EDI messages with related setup. The related setup includes, for example: the project, the source and target connectors, and the source and target documents.

EDI tutorial projects are available for these purposes:

  • Standard EDI integration. Available as resources.
  • TIE Kinetix specific EDI integration. Available as download.

You can import the EDI tutorials by importing the related projects.

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