EDI 3PL
EDI 3PL workspaces - EDI Inventory adjustment
EDI 3PL workspaces - EDI Inventory adjustment
The EDI Inventory adjustment workspace provides a quick and easy way to view and mange open 3PL inventory adjustments.
It is useful where companies have decided not to automatically post the D365 target journal and manually review before posting.
Users can also obtain outbound 3PL transactions that are setup for the trading partner, but Sent to EDI is set to No.
Users can access the workspace by navigating to EDI > 3PL workspaces > EDI Inventory adjustment.
The following subsections will discuss the various tiles and tabs available on the workspace.
Access by selecting Open reconciliations tile or Reconciliation tab.
From within the workspace it is possible to view and even process open EDI Inventory reconciliations created by Inventory adjustment - Reconciliation records.
Includes the ability to Open reconciliation or Mark as closed directly within the Workspace.
| Field | Description |
|---|---|
| Company | Company account for the reconciliation record |
| Date | Reconciliation date |
| Reconciliation id | EDI Inventory reconciliation id |
| Site | Site |
| Warehouse | Warehouse |
| Lines | Total number of lines |
| Pending lines | Number of pending lines |
| Rejected lines | Number of rejected lines |
| Variance lines | Number of variance lines |
Access by selecting Open transfer journals tile or Transfer tab.
From within the workspace it is possible to view and even process unposted transfer journals created by Inventory adjustment - Transfer records.
Includes the ability to open the transfer Journal from the Workspace.
Field | Description :– |:– Company | Company account for the transfer adjustment record Journal | Transfer journal id Site | Site Warehouse | Warehouse Lines | Total number of lines
Access by selecting Open count journals tile or Counting tab.
From within the workspace it is possible to view and even process unposted movement journals created by Inventory adjustment - Counting records.
Includes the ability to open the movement Journal from the Workspace.
| Field | Description |
|---|---|
| Company | Company account for the counting adjustment record |
| Journal | Movement journal id |
| Site | Site |
| Warehouse | Warehouse |
| Lines | Total number of lines |
Access by selecting Open movement journals tile or Movement tab.
From within the workspace it is possible to view and even process unposted movement journals created by Inventory adjustment - Movement records.
Includes the ability to open the movement Journal from the Workspace.
| Field | Description |
|---|---|
| Company | Company account for the movement adjustment record |
| Journal | Movement journal id |
| Site | Site |
| Warehouse | Warehouse |
| Date | Movement date (from EDI document) |
| Lines | Total number of lines |
Open picking list can be used in scenarios where a 3PL warehouse has a Picking list posted but not yet sent to EDI and has the ‘Picking list’ enabled on the trading partner.
| Filters | Description |
|---|---|
| Sent to EDI | • No (default)- Display records that haven’t been sent to EDI • Yes – Display records that have been sent to EDI |
| Excluded | • No (default) – Display record that hasn’t been marked as excluded from open list • Yes – Display records that has been marked as excluded from open list |
| Buttons | Description |
|---|---|
| Send to EDI | Select the Send to EDI button to create a 3PL Picking list staging table record and update the record as Sent to EDI = Yes |
| Reset flag | Select the Reset flag to update Sent to EDI to No |
| Exclude / Include | Ability to exclude/include records from open list |
| Field | Description |
|---|---|
| Warehouse | Warehouse |
| Customer | Customer for Sales order picking lists. Blank for Transfer order picking lists |
| Picking route | Picking route |
| Reference | Sales order or Transfer order shipment |
| Number | Reference’s number |
| Consignment note number | EDI Consignment note number for the picking list |
Open shipment advice - Purchase order can be used in scenarios where a 3PL warehouse has a Purchase order Receipt list posted but not yet sent to EDI and has the ‘Shipment advice - Purchase order’ document enabled on the trading partner.
| Filters | Description |
|---|---|
| Sent to EDI | • No (default)- Display records that haven’t been sent to EDI • Yes – Display records that have been sent to EDI |
| Excluded | • No (default) – Display record that hasn’t been marked as excluded from open list • Yes – Display records that has been marked as excluded from open list |
| Buttons | Description |
|---|---|
| Send to EDI | Select the Send to EDI button to create a 3PL Shipment advice - Purchase order staging table record and update the record as Sent to EDI = Yes |
| Reset flag | Select the Reset flag to update Sent to EDI to No |
| Exclude / Include | Ability to exclude/include records from open list |
| Field | Description |
|---|---|
| Vendor account | Vendor account for the purchase order receipts list |
| Purchase order | Purchase order for the receipts list |
| Receipts list | Receipt list |
| Delivery terms | Delivery terms for the receipts list |
| Delivery date | Delivery date for the receipts list |
| Cancelled | Indicates if the receipts list has been cancelled |
Open shipment advice - Return order can be used in scenarios where a 3PL warehouse has a Return order sent, but Sent to EDI is set to No, and has the ‘Shipment advice - Return order’ document enabled on the trading partner.
| Filters | Description |
|---|---|
| Sent to EDI | • No (default)- Display records that haven’t been sent to EDI • Yes – Display records that have been sent to EDI |
| Excluded | • No (default) – Display record that hasn’t been marked as excluded from open list • Yes – Display records that has been marked as excluded from open list |
| Buttons | Description |
|---|---|
| Send to EDI | Select the Send to EDI button to create a 3PL Shipment advice - Return order staging table record and update the record as Sent to EDI = Yes |
| Reset flag | Select the Reset flag to update Sent to EDI to No |
| Exclude / Include | Ability to exclude/include records from open list |
| Field | Description |
|---|---|
| RMA number | RMA number for the return order |
| Delivery terms | Delivery terms for the return order |
| Deadline | Deadline for the return order |
| Return status | Return status of the return order |
Open shipment advice - Voyage can be used in scenarios where a 3PL warehouse has a Landed cost Voyage sent, but Sent to EDI is set to No, and has the ‘Shipment advice - Voyage’ document enabled on the trading partner.
| Filters | Description |
|---|---|
| Sent to EDI | • No (default)- Display records that haven’t been sent to EDI • Yes – Display records that have been sent to EDI |
| Excluded | • No (default) – Display record that hasn’t been marked as excluded from open list • Yes – Display records that has been marked as excluded from open list |
| Buttons | Description |
|---|---|
| Send to EDI | Select the Send to EDI button to create a 3PL Shipment advice - Voyage staging table record and update the record as Sent to EDI = Yes |
| Reset flag | Select the Reset flag to update Sent to EDI to No |
| Exclude / Include | Ability to exclude/include records from open list |
| Field | Description |
|---|---|
| Voyage | Landed cost voyage number |
| Shipping company | Shipping company for the voyage |
| Booking reference | Freight forwarder’s booking reference for the voyage |
| Voyage status | Status for the voyage |