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3PL document type setting profiles - Inventory adjustment advice - Reconciliation

Users can access the form by navigating to EDI > Setup > Document types.

To create a new record, select document type Inventory adjustment advice - Reconciliation.
Select the New button in the Settings profiles FastTab.
Specify the Settings profile id and Description of the profile.
Select the Settings profile id hyperlink or the Setup button to update profile details.

Field	Description	Options/Example
Journal name	Specify the movement journal name for reconciliation adjustments	Journal names of Journal type set to Movement from Inventory management > Setup > Journal names > Inventory
Reconcile all on-hand	All items (even where not counted) with physical inventory will be included in the reconciliation	• No – Only items sent in the EDI file will be reconciled • Yes – All items in the physically inventory will be included in the reconciliation
Auto close	Automatically close the reconciliation by accepting and posting variances	• No – EDI reconciliation will created, but not posted • Yes - EDI reconciliation will be created, and all variances automatically accepted and posted in movement journal.
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

Where used

The Setting profile can be assigned on the Incoming documents FastTab to document type Inventory adjustment advice - Reconciliation for the 3PL Trading partner at EDI > Setup > Trading partners.

Data entity

EDI Settings Inventory adjustment - Reconciliation