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Smart Business Form Email Manager (Smart Send)
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Solutions for DocuSign and Dynamics 365
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3PL document type setting profiles - Inventory adjustment advice - Transfer

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

To create a new record, select document type Inventory adjustment advice - Transfer.
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 transfer journal name for transfer adjustments	Journal names of Journal type set to Transfer from Inventory management > Setup > Journal names > Inventory
Auto post journal	When the transfer journal is created, the journal should also be automatically posted	• No – Transfer journal created, but not posted • Yes – Transfer journal posted
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 Transfer journal

Where used

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

Data entity

EDI Settings Inventory adjustment - Transfer