Trading partners

This section will provide a quick overview of Trading partners and Documents available per EDI license

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.

Customer EDI documents (Customer license only)

EDI contains the following documents pertaining to Customer Trading partners.

• Inbound
  • Customer purchase order - Allows a customer to send a Purchase Order, which in turn creates a Sales Order in D365
  • Customer purchase order change - Allows a customer to send a change for an existing EDI Purchase Order, which in turn updates the applicable Sales Order in D365.
• Outbound
  • Customer purchase order acknowledgement (POA) - Allows D365 to send an Acknowledgement once a PO has been received and verified.
  • Customer advanced shipping notice (ASN) - Allows D365 to send delivery information to the customer with the packaging details.
  • Sales Invoice - Allows D365 to send a Tax Invoice document to the customer.

Vendor EDI documents (Vendor license only)

EDI contains the following documents pertaining to Vendor Trading partners.

• Outbound
  • Vendor purchase order - Allows D365 to send a Purchase order document to the vendor.
  • Vendor purchase order change - Allows D365 to send changes to a Purchase order document to the vendor.
• Inbound
  • Vendor purchase order acknowledgement (POA) - Allows a vendor to send a purchase order acknowledgement for a purchase order, which in turn can update the purchase order in D365.
  • Vendor advanced shipping notice (ASN) - Allows a vendor to send an advanced shipping notice for one or multiple purchase orders, which in turn creates an arrival journal or creates a load for the purchase order. The arrival journal can be set to automatically post and have the option to automatically post the product receipt.
  • Purchase invoice – Allows a vendor to send a purchase invoice for one or multiple purchase orders, which in turns posts the invoice, creates a pending invoice where validation is not met, or submits to workflow.

3PL EDI documents (3PL license only)

EDI contains the following documents pertaining to 3PL Trading partners.

• Outbound
  • Picking List – Allows D365 to send picking list information to the 3PL, triggered by posting picking list in either:
    • Sales Order
    • Transfer Order
  • Shipment Advice – Allows D365 to send shipment advice to the 3PL advising them of stock arriving at the 3PL, trigger points for each document:
    • Purchase Order – Generate Receipt list
    • Transfer Order – Ship transfer order
    • Return Order – Send return order
    • Voyage (Landed cost) – Send to EDI
  • Master data - Allows D365 to send master data information to the 3PL, triggered by export batch jobs and change tracking on the document for the Trading partner:
    • Product master - EDI 3PL product setup indicates if the product applies to the warehouse
• Inbound
  • Picking list Registration – Allows a 3PL to send picking list registration which in turns posts the picking list registration in D365
    • Sales Order
    • Transfer Order
  • Shipment Receipt - Allows a 3PL to send shipment receipt information which in turns creates the Arrival journal for below in D365
    • Purchase Order
    • Transfer Order
    • Return Order
    • Voyage (Landed cost)
  • Inventory Adjustment – Allows a 3PL to send inventory adjustment information which in turns adjust the stock in D365
    • Transfer – Creates a transfer journal which can be set to automatically post
    • Counting – Creates a movement journal for the calculated variances, which can be set to automatically post
    • Reconciliation – Creates an inventory adjustment journal which creates a movement journal for the variances. Provides more control over reconciling all on-hand stock and accepting/rejecting specific lines.
    • Movement Creates a movement journal for the provided variances, which can be set to automatically post

Freight forwarder Landed cost EDI documents (Freight forwarder license only)

EDI contains the following documents pertaining to Freight forwarder Landed cost Trading partners.

• Outbound
  • Voyage advice - Allows D365 to send a Purchase order document to the Freight forwarder.
• Inbound
  • Voyage creator – Creates Landed cost voyage/s with relevant auto costs and tracking legs and update Purchase orders and/or Transfers orders with shipment details.
  • Voyage tracking – Updates tracking on Landed cost voyage