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

Data entities

The following is a summary of data entities available for the core EDI module:

Connections

EDI > Setup > Connection setup

Order	Entity	Description	Dependency
1	EDI FTP sites	FTP and SFTP Connection details, excluding passwords
2	EDI FTP Folder setup	FTP and SFTP Incoming and Outgoing paths	• EDI FTP sites • Socks4
3	EDI Azure sites	Azure Connection details, excluding passwords
4	EDI Azure container setup	Azure container names for Incoming and Outgoing paths	• EDI Azure sites
5	EDI Web API settings	Web API Connection details

Core setup

EDI > Setup

Order	Entity	Description	Dependency
1	UOM mapping	Create new UOM mapping group. EDI > Setup > UOM mapping
2	UOM mapping lines	Create new UOM mapping lines. EDI > Setup > UOM mapping	• UOM mapping
3	Cleanup profile	Create new Cleanup profile. EDI > Setup > Cleanup profile
4	Cleanup profile line	Create new Cleanup profile lines. EDI > Setup > Cleanup profile	• Cleanup profile
5	Functional acknowledgement document type mapping	Create new Document type mapping used for Functional acknowledgement. EDI > Setup > Document type mapping
6	Functional acknowledgement document type mapping lines	Create new Document type mapping lines used for Functional acknowledgement. EDI > Setup > Document type mapping	• Functional acknowledgement document type mapping
7	Reset status profile	Create new Reset status profile recurrence EDI > Setup > Reset status profile
8	EDI parameters	Create new EDI parameters per legal entity
9	EDI Shared Parameters	Create new EDI shared parameters

Core document setting profiles

EDI > Setup > Document types (Setting profiles for EDI core documents)

Order	Entity	Description	Dependency
1	EDI settings - Functional acknowledgement inbound	Create new document type Settings profile for Functional acknowledgement inbound
2	EDI settings - Functional acknowledgement outbound	Create new document type Settings profile for Functional acknowledgement outbound

Document types

EDI > Setup > Document types (Template, Validation, Outbound file names and Staging metadata)

Templates

Order	Entity	Description	Dependency
Text file
1	EDI Template file	Create new Text template and setup
2	EDI Template file section	Section details for the Text template	• EDI Template file
3	EDI Template file line section	Line details for each section for the Text template	• EDI Template file section
XSLT Transformation & XSLT Collection
1	EDI Template XSLT	Create new XSLT Transformation template and setup
2	EDI template XSLT collection	Create new XSLT Collection template and setup
3	EDI template section	Create new section for existing XSLT Transformation, XSLT Collection, JSON, JSON Collection or Code Transformation template types	• EDI Template XSLT • EDI template XSLT collection
4	EDI template fields	Create new fields for existing sections for XSLT Transformation, XSLT Collection, JSON, JSON Collection or Code Transformation template types	• EDI template section
5	EDI template fields XSLT	Update Attribute flag on template fields	• EDI template fields
JSON & JSON Collection
1	EDI template JSON	Create new JSON template and setup
2	EDI template JSON collection	Create new JSON Collection template and setup
3	EDI template section	Create new section for existing XSLT Transformation, XSLT Collection, JSON, JSON Collection or Code Transformation template types	• EDI template JSON • EDI template JSON collection
4	EDI template fields	Create new fields for existing sections for XSLT Transformation, XSLT Collection, JSON, JSON Collection or Code Transformation template types	• EDI template section
Code Transformation
1	EDI template code transformation	Create new Code transformation template and setup
2	EDI template section	Create new section for existing XSLT Transformation, XSLT Collection, JSON, JSON Collection or Code Transformation template types	• EDI template code transformation
3	EDI template fields	Create new fields for existing sections for XSLT Transformation, XSLT Collection, JSON, JSON Collection or Code Transformation template types	• EDI template section
EDIFACT		Applicable to EDI - Standard formats module for EDIFACT types
1	EDI Template EDIFACT	Create new EDIFACT template and setup
2	EDI Template EDIFACT section	Section details for the EDIFACT template	• EDI Template EDIFACT
3	EDI Template EDIFACT element	Element details for each section for the EDIFACT template	• EDI Template EDIFACT section
X12		Applicable to EDI - Standard formats module for X12 types
1	EDI Template X12	Create new X12 template and setup
2	EDI Template X12 section	Section details for the X12 template	• EDI Template X12
3	EDI Template X12 element	Element details for each section for the X12 template	• EDI Template X12 section

Note: If the EDIFACT or X12 template has been created manually (not via data entity), first delete the default UNA / ISA elements before importing Section and Element entities for the template.
Re-import data package if elements are not populated.

Setting profiles

Setting profiles are module specific and discussed within each module.

Validation profiles

Order	Entity	Description	Dependency
1	EDI Validation profile	Create new Validation profiles for all applicable document types
1	EDI Validation profile line	Create new Validation profile lines for all applicable document types	• EDI Validation profile

Outbound file names

Order	Entity	Description	Dependency
1	EDI Outbound file names	Create new Outbound file names

Staging metadata

Order	Entity	Description	Dependency
1	EDI Field metadata	Update document type’s Field metadata

EDI Batch control group

EDI > Setup > Batch control group

Order	Entity	Description	Dependency
1	EDI batch control group	Create new Batch control group
2	EDI batch control group company	Add Companies to the Batch control group	• EDI batch control group
3	EDI batch control group job	Add Job / Control type to the Batch control group	• EDI batch control group
4	EDI batch control group document	Add and enable Documents to the Batch control group per Job / Control type	• EDI batch control group • EDI batch control group job
5	EDI batch control group transfer type	Add and enabled Transfer type to the Batch control group per Document for Import and Export jobs	• EDI batch control group • EDI batch control group job • EDI batch control group document