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

Unit of measure mapping

Ability to map a trading partner’s unit of measure (example kgs) to D365 unit of measure (example kg).
Users can access the form by navigating to EDI > Setup > UOM mapping

Click New to create a new record.
In the Name field, enter the name of the unit of measure mapping
In the Description field, enter a description of the unit of measure mapping
In the Company accounts ID field, select a company if the mapping applies only to a specific company. Also a requirement if Item code Group or Table is used. Blank Company is allowed where all the mapping lines’ Item code is set to All.
In the Mappings FastTab, select Add to create a new record
Select the D365 Unit. Options are obtained from Units setup at Organization administration > Setup > Units, examples:
- box
- pcs
Specify the indicator/trading partner’s value used to identify the Trading partner’s Value
Select Item code - All, Group or Table
Where applicable, select the Item relation
Inventory dimensions are also available to limit the unit of mapping to a specific inventory dimension combination

Customer EDI module

For Customer Trading partners, the Unit of measure mapping is utilized on Sales unit:

Inbound – receive and ability to use Customer’s unit of measure
- Customer purchase order and
- Customer purchase order change
Outbound - sent with Customer’s unit of measure
- Customer purchase order acknowledgement
- Customer advanced shipping notice
- Sales invoice

Vendor EDI module

For Vendor Trading partners, the Unit of measure mapping is utilized on Purchase unit:

Outbound - sent with Vendor’s unit of measure
- Vendor purchase order and
- Vendor purchase order change
Inbound – receive and ability to use Vendor’s unit of measure
- Vendor purchase order acknowledgement
- Vendor advanced shipping notice
- Sales invoice

Freight forwarder landed cost EDI module

For Freight forwarder Trading partners, the Unit of measure mapping is utilized on Purchase unit and Inventory unit

Inbound – receive and ability to use Freight forwarder’s unit of measure
- Voyage creator

Where used

UOM mapping is assigned on the Customer, Vendor and Freight forwarder Trading partner’s Options field called UOM.

Data entities:

UOM mapping
UOM mapping lines