EDI Customer
EDI Customer Documents - Customer advanced shipping notice
EDI Customer Documents - Customer advanced shipping notice
EDI customers may require an advanced shipping notice (ASN) for a sales order.
Note: Customer advanced shipping notice can also be sent for a sales order not created via EDI, where document setting ‘Send only for EDI orders’ allows it.
The following subsections will describe how to view, process and send Customer advanced shipping notice to applicable Customer Trading partners.
Viewing the Staging table records will also be discussed.
The created ASN record(s) can be viewed for a sales order, by selecting the History button on the EDI tab on the Action Pane of the Sales order page.
The following setup is prerequisites for the customer advanced shipping notice
When posting a packing slip for a sales order, it is possible to add consignment information.
Note: Consignment notes will be matched to the delivery based on the Delivery Name, Delivery address, Customer account and warehouse.
Note: ASN strategy is setup on the Customer advanced shipping notice setting profile and assigned to the Trading partner when setting up the document on their outgoing documents.
Note: If the packing slip was posted without assigning a consignment note, it is possible to add the packing slip to a consignment note afterwards. The Customer advanced shipping notice setting profile, has the option to Warn when consignment note not assigned.
Where the originating intercompany EDI order’s Trading partner is setup to receive ASN, the ASN record will be created against this Trading partner using their ASN document setting, for example only create for EDI order. The intercompany ASN’s External item number will be obtained from the originating sales order line - only applies to EDI orders.
EDI requires the delivery to be assigned to a consignment note. The consignment note can contain one or multiple deliveries. The consignment note can be created when posting the packing slip, or by following the steps as per following subsection.
To open the Consignment notes page, go to EDI > Inquiries and reports > Consignment notes.
To open the Consignment notes page, go to EDI > Inquiries and reports > Consignment notes.
To open the Consignment notes page, go to EDI > Inquiries and reports > Consignment notes.
Consignment note numbers can automatically be created by either:
Number sequence and Document setting This option applies to sales orders where no shipping carrier is assigned, or the shipping carrier doesn’t auto generate consignment notes.
Number sequence: Assign EDI parameters Number sequence for Consignment note number
Document setting: Set Customer advanced shipping notice Auto assign consignment note number to Yes. Where the document setting’s ASN strategy is set to Consolidated packing slips and Auto assign consignment note number is set to Yes, the packing slip will automatically be assigned to latest open (not sent to EDI) consignment that matches the packing slip (for example shipping carrier, customer, address). If an open consignment note is not found, a new consignment note will be created and the packing slip assigned. Single packing slips will always create a new Consignment note.
Ability to set a recurrence for automatically sending Open, Sent to EDI is set to No, Consignment notes to EDI which sets the:
This is useful for Consolidated packing slips that can be automatically “closed” and the ASN created after a certain time in the day.
Filter options (multiple selection allowed):
To view the Customer advanced shipping notice staging records, go to EDI > Documents > Customer documents > Customer advanced shipping notice. Use this page to review staging and process EDI Customer advanced shipping notice documents to an Outbound file.
The following EDI fields are available on the list page.
| Field | Description |
|---|---|
| EDI number | EDI Staging table record id. Select EDI number or the Details button on the Action Pane, to view the details for the selected record. The number sequence is determined by EDI number on the EDI parameters. |
| Company | Legal entity of the document. |
| Company GLN | The company’s global location number is shown here. |
| Staging to target status | The current status of the staging record. Options include: • Not Started – The staging record has been created but no outbound file has yet been generated. • Error – The staging record has been processed, but no outbound file has been created. There are errors with the staging record that needs to be reviewed. • Completed – The staging record has been succesfully processed and added to the outbound file queue. • Canceled – The record has been manually canceled and will be excluded from processing. |
| Trading partner account | Customer account assigned to the staging record. |
| Trading partner GLN | The Customer’s global location number is shown here. |
| ASN Number | ASN number record id. The number sequence is determined by ASN number on the EDI parameters. |
| Consignment note number | Consignment note identification for the delivery |
| Delivery note | Packing slip number |
| Created Date and Time | The date and time the selected record was created in the staging table. |
| Received | Indicates if the Functional acknowledgement inbound has been received from the trading partner for the outbound document record. |
The following buttons are available on the Customer advanced shipping notice Action Pane, tab Advanced shipping notice.
| Button | Description |
|---|---|
| Create selected files | Creates the outbound file for selected records where Staging to target status is set to Not started. |
| Create files | Creates the outbound file for all records where Staging to target status is set to Not started. |
| Outbound files | View the outbound file record created by the selected staging record. |
| Trading partner | View the trading partner details in the Trading partners page. |
| Consignment notes | View the consignment note relating to the packing slip record. |
| Show log | If there are logs created within the Process to outbound step it is possible to review them at any time using this button. Shows only the current version. |
| Reset Status | You can reset the the Staging to target status to Not started. This can be used to reprocess the selected record/s. Documents can only be processed if Staging to target status is set to Not started. |
| Edit reset status recurrence | If the underlying issue was resolved after all the reset attempts have been completed the user can use this button to edit the recurrence field/s. This will: • Update Reset status profile to blank • Update the Reset status date/time to next time reset will run • Reset status attempts set to Zero and • Recurrence text updated with changed recurrence details |
| Reset template | Reset the template used to create the outbound file. Only enabled where the Staging to target status is set to Not started. |
| 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. |
The following buttons are available on the Customer advanced shipping notice’s Action Pane, tab Acknowledgement. The Acknowledgement tab is available on all outgoing documents staging pages and enables the user to view the Functional acknowledgement inbound that has been received and processed for the outbound document.
| Button | Description |
|---|---|
| Acknowledgement | Use this button to view the Functional acknowledgement inbound record received and processed for the outbound document. |
The following EDI Header staging fields are available on the header page.
| Field | Description | Source D365 field |
|---|---|---|
| Identification FastTab | ||
| Identification | ||
| EDI number | ASN number | EDI parameters > Number sequences > ASN number |
| Company | Legal entity of the document | |
| Company GLN | The company’s global location number is shown here | |
| Template Id | The EDI template that will be used to create the outbound file | Trading partner > Template assigned to document type |
| Staging to target status | The current status of the staging record. Options include: • Not Started – The staging record has been created but no outbound file has yet been generated. • Error – The staging record has been processed, but no outbound file has been created. There are errors with the staging record that needs to be reviewed. • Completed – The staging record has been succesfully processed and added to the outbound file queue. • Canceled – The record has been manually canceled and will be excluded from processing. |
|
| Reset status | ||
| 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 |
|
| Overview | ||
| Packing slip | Where ASN strategy is set to: • Single - the delivery note number will be populated • Consolidated - field will be blank. |
Consignments > Packing slip |
| Details | ||
| Customer GLN | The Customer’s global location number is shown here. | Sales Order > EDI > Customer GLN |
| Carrier | Shipping carrier for the consignment | Consignment > Carrier |
| Carrier service | Carrier service for the consignment | Consignment > Carrier service |
| Our account number | Our account number in the customers system | Customers > Account number |
| Customer account | Customer account for the ASN record | |
| Document date | Document date for the record | |
| Name | Customer name | Consignment > Customer account (Name) |
| Ship date | Date the goods were shipped | Consignment > Ship date |
| Scheduled delivery date | Scheduled date for delivery | Consignment > Scheduled delivery date |
| Sales quantity | Total quantity within the consignment | |
| Weight | Total weight within the consignment | |
| Volume | Total volume within the consignment | |
| Shipment count | Total number of packing slips within the consignment | |
| Shipment pallet count | Total number of lines within the consignment | |
| Group control number | Group control number for the outbound document. To be used to match inbound functional acknowledgement, where applicable. | |
| Received | Indicates if the Functional acknowledgement inbound has been received from the trading partner for the outbound document record. | |
| General FastTab | ||
| Delivery address information | Delivery address details | |
| Warehouse address information | Warehouse (ship from) address details |
The following EDI Line staging fields are available on the lines page.
| Field | Description | Source D365 field |
|---|---|---|
| Line number | The line withing the D365 packing slip | Packing slip > Line number |
| Line number document | The line within the EDI table/file | |
| Item number | The D365 item number | Packing slip > Item id |
| Text | The D365 item name | Packing slip > Item Name |
| External item number | Customer external item number The intercompany ASN’s External item number will be obtained from the originating sales order line - only applies to EDI orders. |
Sales line > General > External |
| Bar code | The GTIN or barcode | Sales line > EDI item number |
| Store code | Store code for the delivery line | Sales line > Store Code |
| Delivery name | Delivery name and address information | Consignment/Sales order > Delivery address information |
| Unit | Unit of measure | Sales line > Unit |
| Quantity | Quantity to be delivered, in sales line unit | Packing slip > Quantity (Sales unit) |
| Inventory quantity | Quantity to be delivered, in inventory unit | Packing slip > Quantity (Inventory unit) |
| Ordered quantity | The ordered quantity for this line, in sales line unit | Packing slip > Ordered (Sales unit) |
| Backorder quantity | The backorder quantity for this line, in sales line unit | Packing slip > Remain (Sales unit) |
| Sales price | Sales line unit price | Sales line > Unit Price |
| Amount | Line amount | |
| Weight | Line weight | |
| Serial number | ||
| Batch number | ||
| Configuration | Product dimension - Configuration | Sales line > Product dimension |
| Colour | Product dimension - Colour | Sales line > Product dimension |
| Size | Product dimension - Size | Sales line > Product dimension |
| Style | Product dimension - Style | Sales line > Product dimension |
| Version | Product dimension - Version | Sales line > Product dimension |
| Expiration date | Batch expiration date | |
| Manufacturing date | Batch manufacturing date | |
| Purchase order date | The purchase order date from the EDI order is shown here | Header > EDI > Purchase order date |
| Department | The customer’s department from the EDI order is shown here | Sales order > EDI > Department |
| Package characteristic code | The code used to for the package contents | Sales order > EDI > Package characteristic code |
| End date/time | Date the order was picked | |
| Customer requisition | Customers purchase order number to be populated in the Customer requisition field of the sales order header | Header > General > Customer requisition |
| Customer reference | Customers purchase order reference to be populated in the Customer reference field of the sales order header | Header > General > Customer reference |
| Shipment type | Status of the shipment (Full/Partial) | |
| SSCC | SSCC #. Dependent on the ASN line configuration set assigned to the sales order’s warehouse | Picking List – Pick List Registration SSCC on the pick lines WHSContainerization – Container# WHSDeliveredLP – License Plate# |
| Packing slip | Packing slip ID | Packing slip > Packing slip ID |
| Email from the sales order | Sales order > Email | |
| Telephone | Telephone from the sales order | Sales order > Telephone |
| Mode of delivery | Mode of delivery from the sales order | Sales order > Mode of delivery |
| Mode of delivery description | Description for the Mode of delivery | Mode of delivery > Description |
| Country/region | Country of origina for the product | Product > Origin > Country/region |
| Way bill number | Way bill number from the Shipment | Shipment > Way bill number |