EDI 3PL
EDI 3PL Documents - Shipment advice - Purchase order
EDI 3PL Documents - Shipment advice - Purchase order
The Shipment advice - Purchase order document enables companies to send inbound purchase order details to their 3PL warehouse.
In return the 3PL will confirm receipt of the stock with document Shipment receipt - Purchase order which will post an arrival journal with optional document setting to automatically post the purchase order’s product receipt.
The following setup is prerequisites for the Shipment advice - Purchase order
EDI > Setup > 3PL setup
EDI > Setup > Document types: Shipment advice - Purchase order
EDI > Setup > Trading partners
Note: If the 3PL setup mappings are not assigned to the warehouse trading partner for an outbound document, the D365/EDI value will be sent, example inventory status of Available instead of a mapped value.
An outbound shipment advice for purchase orders can be triggered via the following method:
Once the shipment has been received by the 3PL, the shipment receipt information is sent back via the inbound Shipment receipt - Purchase order document.
To view the shipment advice staging records, go to EDI > Documents > 3PL documents > Stock transfer advice > Purchase order. Use this page to review staging and process EDI Shipment advice - Purchase order documents to an Outbound file.
The following EDI fields are available on the list page.
| Field | Description |
|---|---|
| EDI number | EDI Staging table record id. Select EDI number or the Details button on the Action Pane, to view the details for the selected record. The number sequence is determined by EDI number on the EDI parameters. |
| Company | Legal entity of the document |
| Company GLN | The company’s global location number is shown here |
| Staging to target status | The current status of the staging record. Options include: • Not Started – The staging record has been created but no outbound file has yet been generated. • Error – The staging record has been processed, but no outbound file has been created. There are errors with the staging record that needs to be reviewed. • Completed – The staging record has been succesfully processed and added to the outbound file queue. • Canceled – The record has been manually canceled and will be excluded from processing. |
| Trading partner account | 3PL account assigned to the staging record |
| Trading partner GLN | The 3PL’s global location number is shown here |
| Purchase order | Purchase order number |
| Receipts list | Receipts list journal number |
| Delivery terms | Delivery terms for the purchase order |
| Due date | Expected receipt date from the purchase order |
| Status | The status of the purchase as specified in the setting profile. Mapped value for new or cancel indicator. |
| Created date and time | The date and time the selected record was created in the staging table |
| Received | Indicates if the Functional acknowledgement inbound has been received from the trading partner for the outbound document record |
The following buttons are available on the Stock transfer advice > Purchase order’s Action Pane, tab Stock shipment advice.
| Button | Description |
|---|---|
| Create selected files | Creates the outbound file for selected records where Staging to target status is set to Not started |
| Create files | Creates the outbound file for all records where Staging to target status is set to Not started |
| Outbound files | View the outbound file record created by the selected staging record |
| Trading partner | View the trading partner details in the Trading partners page |
| Purchase order | View the purchase order |
| Show log | If there are logs created within the Process to outbound step it is possible to review them at any time using this button. Shows only the current version. |
| Reset Status | You can reset the the Staging to target status to Not started. This can be used to reprocess the selected record/s. Documents can only be processed if Staging to target status is set to Not started. |
| Edit reset status recurrence | If the underlying issue was resolved after all the reset attempts have been completed the user can use this button to edit the recurrence field/s. This will: • Update Reset status profile to blank • Update the Reset status date/time to next time reset will run • Reset status attempts set to Zero and • Recurrence text updated with changed recurrence details |
| Reset template | Reset the template used to create the outbound file. Only enabled where the Staging to target status is set to Not started. |
| Cancel | Select Cancel to update the Staging to target status to Canceled. Button is enabled when the Staging to target status is not set to Completed. |
The following buttons are available on the Stock transfer advice > Purchase order’s Action Pane, tab Acknowledgement. The Acknowledgement tab is available on all outgoing documents staging pages and enables the user to view the Functional acknowledgement inbound that has been received and processed for the outbound document.
| Button | Description |
|---|---|
| Acknowledgement | Use this button to view the Functional acknowledgement inbound record received and processed for the outbound document. |
The following EDI Header staging fields are available on the header page.
| Field | Description | D365 source |
|---|---|---|
| Identification FastTab | ||
| Identification | ||
| EDI number | EDI Staging table record id | Original EDI number |
| Company | Legal entity of the document | |
| Company GLN | The company’s global location number is shown here | Company GLN |
| Template Id | The EDI template that will be used to create the outbound file | Trading partner > Template assigned to document type |
| Staging to target status | The current status of the staging record. Options include: • Not Started – The staging record has been created but no outbound file has yet been generated. • Error – The staging record has been processed, but no outbound file has been created. There are errors with the staging record that needs to be reviewed. • Completed – The staging record has been succesfully processed and added to the outbound file queue. • Canceled – The record has been manually canceled and will be excluded from processing. |
|
| Reset status | ||
| Reset status profile | Reset status profile assigned to the file/document. This will default from EDI shared parameters or can be overridden on Trading partner’s incoming and outgoing documents. The profile can also be changed to another profile which will also reset the Reset status attempts to 0 and reset the Reset status date/time | |
| Reset status date/time | Next date/time automatic reset status will run | |
| Reset status attempts | Number of reset attempts already processed. The reset attempts will stop once this number reaches the End after as per assigned Reset status profile’s Recurrence | |
| Recurrence | Recurrence text. Contains standard details of Recurrence, for example: • Interval (recurrence pattern) • How many times the period will run (End after) • From date/time the recurrence will start |
|
| Overview | ||
| Delivery terms | Delivery terms for the purchase order | Purchase order > Delivery terms |
| Expected delivery date | Expected receipt date from the purchase order | Purchase order > Delivery date |
| Status | The status of the purchase as specified in the setting profile. Mapped value for new or cancel indicator. | |
| Status | ||
| Group control number | Group control number for the outbound document. To be used to match inbound functional acknowledgement, where applicable. | |
| Received | Indicates if the Functional acknowledgement inbound has been received from the trading partner for the outbound document record. |
The following EDI Line staging fields are available on the lines page.
| Field | Description | D365 source |
|---|---|---|
| Item number | The D365 item number | Purchase order lines > Item Number |
| Bar code | D365 item number’s Bar code (based on unit) | Released products > Bar codes |
| GTIN | D365 item number’s GTIN (based on unit) | Released products > GTIN codes |
| Description | D365 item number’s Description | Released products > Product name |
| External | External item for the selected item and vendor | Purchase order lines > external |
| Lot Id | Lot id for the purchase order line | Purchase order lines > Lot id |
| Quantity | Purchase order quantity | Purchase order lines > Quantity |
| Unit | Purchase order quantity’s unit | Released products > Inventory unit |
| Delivery date | Expected delivery date | Purchase order lines > Delivery date |
| Colour | Product dimensions – colour | Purchase order lines > Colour |
| Size | Product dimensions – Size | Purchase order lines > Size |
| Style | Product dimensions – Style | Purchase order lines > Style |
| Configuration | Product dimensions – Configuration | Purchase order lines > Configuration |
| Version | Product dimensions – Version | Purchase order lines > Version |
| Batch number | Tracking dimensions – Batch number | Purchase order lines > Batch number |
| Serial number | Tracking dimensions – Serial number | Purchase order lines > Serial number |
| Inventory status | Storage dimensions – Inventory status Mapped value for Inventory status |
Purchase order lines > Inventory status |