Customer setup
Setup order purpose groups
Users can access the form by navigating to EDI > Setup > Customer setup > Order purpose group
EDI purchase orders can be received from trading partners with many order purposes. The type identifier received can change the way the order is processed within D365.
- Click New to create a new record.
- In the Name field, enter the name of the order purpose group
- In the Description field, enter a description of the order purpose group
- In the Mappings FastTab, select Add to create a new record
- Select the Order purpose code. Options are:
- Original - Indicates this the first/original order or agreement. Applies to document type Customer purchase order.
- Change - Specifies the sales order change indicator. Applies to document type Customer purchase order change.
- Cancellation - Specifies the sales order cancellation indicator. Applies to document type Customer purchase order and Customer purchase order change.
- Confirmation - When receiving a Purchase Order Confirmation (POC) from a customer used to identify a “confirmation”. Applies to document type Customer purchase order.
- Specify the indicator/customer’s value used to identify the EDI order purpose
Examples:
| Order purpose |
X12 examples |
EDIFACT examples |
| Original |
00 |
9 |
| Change |
04 |
4 |
| Cancellation |
01 |
1 |
| Confirmation |
06 |
6 |
Where used
Order purpose group is assigned on the Customer Trading partner’s Options field called Order purpose.
Data entities:
- Customer EDI order purpose group
- Customer EDI order purpose lines
