Connections
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Finance utilities
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    - ABN lookup and validation
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    - Example file format
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    - Export electronic reporting file
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Forex contract
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Insights for D365 FO
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- Periodic monitoring
  - Periodic monitoring configuration
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Item creation wizard
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License manager
Product Lifecycle Management (PLM)
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Security Insights for D365 FO
Smart Business Form Email Manager (Smart Send)
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Solutions for DocuSign and Dynamics 365
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  - Documents
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Managing inbound files

Inbound files

Users can access the form by navigating to EDI > Files > Inbound files.
When an incoming file is located, a new record will be created in this table. In addition the document will be attached to the record via document handling to allow for easy review where an error has occurred. Once the file has been processed successfully it can be archived and the document deleted from document handling. Automatic archiving of the document handling attachment can be setup with Archive file queue.

Filename uniqueness is validated by Document type and Trading partner. It thus allows same filename for different Trading partners.

Note: Where the document’s filename has an extension, the document can also be viewed via the Attachments tab of the inbound file record.

Select the EDI Document to review
Select the Status of the document you wish to review. The options are:
- Pending – File has not been processed. Default option for the form.
- Processed – File processing is complete
- Error – An error was identified during file processing. The file has not been processed
- Processing – File is currently processing
- Archived – The file has been archived
- Canceled - The file has been cancelled by using the Cancel button
Once a file is processed, it is possible to view the staging document by selecting Staging document from the ribbon.
To view errors, select the Log button from the ribbon.
Select Reset Status to update the status back to pending and reprocess the file.
See Retry/Reset process for more details on Edit reset status recurrence
Select Reset template to update the document template used for processing from import to staging.
Select Duplicate to create a duplicate inbound file record. This will create a new EDI Id when processing to staging. This is useful for testing.
Select Download attachment to download the selected file/s attachment. When multiple files are selected a zip is created.
Select Cancel to change to inbound file’s Status to Cancelled. This button is enabled when the inbound file’s status is Pending or Error.
The following fields are available for review on the Overview:
- EDI Document – The inbound document type
- File Name – Name of the file imported
- Company – Company file is processing in
- Account Number – Depending on the Document Type, this could be a Customer account, Warehouse or Vendor account
- Name – The Name of the Customer, Warehouse or Vendor
- Status – The status of the file
- Created Date and Time – Date/Time file was received (Import step)
The following additional fields are available on the General tab:
- Template - The template that will be/were used when processing the inbound file to staging. This template can be changed to a different template by using the Reset template button.
- File transfer type - File transfer type the file was received from. If the file was manually imported via Upload file, this field will be set to Manual.
- Original folder - Incoming path the file was received from
- Processed - Date/Time the inbound file was processed to staging (Process to staging step)
- Reset status profile - Reset status profile assigned to the file/document. This will default from EDI shared parameters or can be overridden on Trading partner’s incoming and outgoing documents. The profile can also be changed to another profile which will also reset the Reset status attempts to 0 and reset the Reset status date/time
- Reset status date/time - Next date/time automatic reset status will run
- Reset status attempts - Number of reset attempts already processed. The reset attempts will stop once this number reaches the End after as per assigned Reset status profile’s Recurrence
- Recurrence - Recurrence text. Contains standard details of Recurrence, for example:
  - Interval (recurrence pattern)
  - How many times the period will run (End after)
  - From date/time the recurrence will start

Upload files manually

The inbound files form has the option to manually upload files in an ad-hoc fashion. It is intended that this option is only used during testing of the EDI module.

Select Inbound Files > Upload file from the Import group on the Inbound files ribbon
Select the parameters as required

Dialog parameter	Description
File location	Browse file locations to select the required file.
Is a package?	For use with web services – many files can be uploaded via a package (zip file with a manifest)
Company	The company to filter the trading partners that will have documents retrieved.
EDI document type	The document type you wish to upload.
Trading Partner	Select the trading partner associated with the file. Automatically filtered by the company and document type selected.
File name pattern search mode	Similar to setup on connections, select the applicable search mode. The mode and Search mask on the Trading partner’s Incoming documents are used to find the applicable match. This has been introduced to support multiple incoming document feature.

Once the process has run, the inbound file records will appear in a pending status in the grid. Any errors with the process will be shown as an info log.

Retrieve files manually

The inbound files form has the option to retrieve files in an ad-hoc fashion on top of the batch control from all the licensed document types.

Select Inbound Files > Retrieve files from the Import group on the Inbound files ribbon
Select the parameters as required

Dialog parameter	Description
EDI Document type	The specific document type to retrieve. Note: If left blank, all document types will be retrieved.
Company	The company to filter the trading partners that will have documents retrieved. Note: If left blank, all companies will be run.
File transfer type	The transfer method to use. Note: This field is Mandatory.
Connection profile	Option to select a specific Connection profile. Filtered options based on File transfer type selected. Note: This field is not Mandatory

Optionally setup a recurrence to run this process as a batch.
Select OK

Once the process has run, the inbound file records will appear in a pending status in the grid. Any errors with the process will be shown as an info log.

Process files manually

From the Inbound files form, files can be processed to their staging records in an ad-hoc manner separately to the batch control process.

Select Inbound Files > Process files from the ribbon on the Inbound files form
Optionally, select the records to include and select Inbound Files > Process selected files
Select OK

File types

Ensure file types/extensions that will be received from Trading partners, are included in File types at Organization administration > Document management > Document management parameters.