Connections
- Release notes
Core extensions
- Release notes
- Introduction
- Company colors
- Exchange rate import
- Reciprocal exchange rate
- User security audit detail report
- General and inventory journal import
- Business process links
- Import budgets
- DMF Toolbox
- Print Management
- Data Anonymization
  - Data Anonymization
  - FAQ
- Other
  - Data-entities
  - Security-configuration
- FAQ
  - FAQ
  - Coming Soon
Electronic Data Interchange (EDI)
- Release notes
- Introduction
- FAQ
- Core module
  - Introduction
  - Process overview
  - Trading partner and documents
  - Setup
  - Processing
    - Functional acknowledgement outbound
    - Functional acknowledgement inbound
  - Managing files
  - Workspaces
    - EDI Document maintenance workspace
  - Inquiries
    - Functional acknowledgement received
    - Trading partner documents
  - Other
  - Technical guide
    - Web API
    - Technical FAQ
- Customer module
- Vendor module
- 3PL module
- Freight forwarder for Landed cost module
  - Introduction
  - Process overview
  - FAQ
  - Setup
  - Processing
  - Workspaces
    - Landed cost processing workspace
  - Other
    - Data entities
    - Security configuration
- Integration systems module
  - Introduction
  - Setup
    - Integration systems
    - Trading partners
  - Processing
    - Customer
    - Customer group
- Roadmap and release schedule
- Definitions and Acronyms
Finance utilities
- Release notes
- Introduction
- Setup
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
  - ABN and IRD validation
    - ABN lookup and validation
    - IRD number validation
  - Budgeting
    - Budget import
  - Encryption/decryption
    - Encryption/decryption
  - Electronic reporting export
- Processing
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
    - Customer remittance import
  - ABN and IRD validation
    - ABN lookup and validation
    - IRD number validation
  - Budgeting
    - Budget import
    - Example file format
  - Electronic reporting export
    - Export electronic reporting file
- Other
  - Data entities
- Technical guide
  - Web API Endpoint
- Roadmap and release schedule
- FAQ
Forex contract
- Release notes
- Introduction
- Setup
  - Forex contract parameters
  - Forex over allocation
- Processing
- Other
  - Data entities
  - Security configuration
- Roadmap
Insights for D365 FO
- Release notes
- Introduction
- Setup
- Periodic monitoring
  - Periodic monitoring configuration
  - Number sequence monitoring
- BatchJob monitoring
- Review and set up monitored data
- Azure Application Insights
  - Dashboards
  - Alerts on Azure Azure Application Insights
- Limitations
- Security configuration
- FAQ
- Definitions and Acronyms
Item creation wizard
- Release notes
- Introduction
- FAQ
- Setup
  - Item creation parameters
  - Item creation workflows
  - Item creation
  - Item setup
    - Item status
    - Item creation workflows
  - File management
    - File management
- Processing
- Periodic tasks
  - Update item status
  - Item creation
    - Creation import files
    - Item import
  - Item status
    - Automatic status update
- Inquiries
  - Creation import sessions
- Other
License manager
Product Lifecycle Management (PLM)
- Release notes
Security Insights for D365 FO
Smart Business Form Email Manager (Smart Send)
- Release notes
- Introduction
- FAQ
- Setup
- Processing
  - Email processing
  - Electronic Reporting
- Other
- Roadmap
Solutions for DocuSign and Dynamics 365
- Release notes
- Introduction
- FAQ
- Setup
- Inquiries
  - Documents
  - Exceptions
- Other

Introduction

This section will provide a quick overview of the Core EDI module.

Documents

Core EDI documents (All trading partners)

EDI contains the following documents pertaining to all Trading partners.

Inbound
- Functional Acknowledgement – Receive functional acknowledgement that outbound document has been received by Trading partner.
Outbound
- Functional Acknowledgement – Send functional acknowledgement that inbound document has been received.

Depending on licensing additional documents are available per module, view all trading partner documents here.

Setup

Core setup

The following core setup is available under EDI > Setup:

Connections - Setup the applicable ftp/ftps/sftp/azure blob connection(s)/ azure file share
Cleanup profile - (Optional) Can be used to automatically delete staging records based on status and age days
Reset status - (Optional) Automatic retry by resetting Error records to Not started based on a recurrence pattern
EDI parameters - Refresh module after deployment, and other parameter setup
EDI shared parameters - Setup shared parameters
UOM mapping - Create unit of measure mappings that can be assigned on applicable trading partners, for example kgs to kg
Document type mapping - (Optional) Document type mapping for functional acknowledgement documents
Document types - Setup document templates, setting profiles, validation profiles, outbound filenames and field metadata for all applicable documents
Trading partners - Setup trading partners and assign the applicable mappings and documents
EDI Batches - Enable batches for all the EDI steps

Processing

Import files

Ability to manually import or review inbound files

Inbound files - View and/or manually process importing of files and processing to staging.

Export files

Ability to manually export or review outbound files

Outbound files - View and/or manually process exporting of files.

Process overview for import and export of EDI documents.

Archive file attachments and Delete records

Archive file queue - Ability to periodically archive document handling attachments for inbound and outbound files
Cleanup profile - Can be used to automatically delete staging records based on status and age days

Automatically reset error records

Reset status - Optional automatic retry by resetting Error records to Not started based on a recurrence pattern

EDI Core documents

Review staging records.
Users can access the forms by navigating to EDI > Documents

Workspaces

The following workspaces are available in core EDI and will contain a tab per licensed module:

EDI Document maintenance - Manage file import and staging record errors. These records have not been successfully processed to a target D365 document

Inquiries

The following is available for Core EDI by navigating to EDI > Inquiries and reports:

Functional acknowledgement received - Provides a view of outgoing documents where the Inbound functional acknowledgement is outstanding
Trading partner documents - List of all EDI Trading partners and their enabled document types

Other

Data entities - Core data entities
Security configuration - EDI security roles
Frequently asked questions - Includes example errors and recommended fixes