EDI 3PL Setup - Document type Setting profiles - Inventory adjustment advice - Movement
Users can access the form by navigating to EDI > Setup > Document types.
Field | Description | Options/Example |
---|---|---|
Auto post journal | When the movement journal is created, the journal should also be automatically posted | • No – Movement journal created, but not posted • Yes – Movement journal posted |
Posting date | Select posting date for the movement journal | • EDI transaction date - Use document’s TransDate as posting date • Today - Use Today’s date as posting date |
Create batch | If the 3PL’s batch doesn’t exist in D365, allow the batch to be created. Batch details from message will be used to create the D365 batch | • No – Staging record will error if batch doesn’t exist in D365 • Yes - D365 batch created and used in Movement journal |
The Setting profile can be assigned on the Incoming documents FastTab to document type Inventory adjustment advice - Movement for the 3PL Trading partner at EDI > Setup > Trading partners.