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

EDI Document workspace

Users can access the form by navigating to EDI > EDI Document maintenance.

The EDI document maintenance workspace provides a quick and easy way to view all errors relating to the processing of:

Inbound file imports – Inbound Files that could not create a staging table record.
Document errors – Staging table records that could not create/update the target D365 transaction.
Outbound file exports – Issue on exporting outbound records.

In addition, from within the workspace it is possible to view and even process information relating to the selected records.

Each module also displays the outstanding inbound functional acknowledgements.
The staging record/s that still requires the inbound functional acknowledgement is determined by:

Acknowledgement is set to Yes on the Trading partner’s outgoing documents
The outbound document’s status = Processed, i.e. the outbound document has been sent to the Trading partner.
An inbound functional acknowledgement referring to the outgoing document’s Group control number hasn’t been received.

Option	Description
Process	Process the selected Not started record(s) in the staging table.
Reset status	Reset the Error staging transfer status to enable reprocessing document errors.
Cancel	Select Cancel to update the Staging to target status to Canceled. Button is enabled when the Staging to target status is not set to Completed.
Show log	If there are Errors within the staging table, it is possible to review them at any time using this button for the selected record.
Version log	View all defined errors for the selected record. When a document’s status is reset and reprocessed a new log version is created. If the log is not defined, more information can be viewed via Execution log.
Staging to target status	The current status of the Inbound or Outbound staging record. Outbound options include: • Not Started - The outbound staging record has been created but no outbound file has yet been generated. • Error - The outbound staging record has been processed, but no file has been created. There are errors with the record that needs to be reviewed. • Completed - The outbound staging record file has been created and added to the outbound file queue. • Canceled – The record has been manually canceled and will be excluded from processing. Inbound options include: • Not Started - The inbound file has successfully created the inbound staging record, but the staging record hasn’t been processed to D365 target. • Error - The inbound staging record has been processed, but no D365 target has yet been created/updated. There are errors with the record that need to be reviewed. • Completed - The inbound staging record has been processed and D365 target created/updated. • Canceled – The record has been manually canceled and will be excluded from processing.