EDI Customer
EDI Customer Setup - Document type Setting profiles - Customer purchase order acknowledgement
EDI Customer Setup - Document type Setting profiles - Customer purchase order acknowledgement
Users can access the form by navigating to EDI > Setup > Document types.
| Field | Description | Options/Example |
|---|---|---|
| Purchase Order | ||
| POA required with order hold | In previous EDI versions this field was called ‘Lock order’. Specify if the sales order should be locked once a Purchase order acknowledgement (POA) has been sent. Also affects the POA status and if record will be included in Send customer purchase order acknowledgement periodic task | • Yes – Sales order is locked with POA pending hold code and POA status = Pending (included in Send customer purchase order acknowledgement periodic task) • No – Sales order isn’t locked with POA pending hold code and POA status = Blank (not included in Send customer purchase order acknowledgement periodic task) |
| POA required without order hold | Affects the POA status and if record will be included in Send customer purchase order acknowledgement periodic task. Doesn’t put the sales order on hold. | • Yes – Sales order’s POA status = Pending (included in Send customer purchase order acknowledgement periodic task) • No – Sales order’s POA status = Blank (not included in Send customer purchase order acknowledgement periodic task) |
| Safety level if POA sent | Specify the level to which the sales order should be locked once the POA has been sent | • None – Sales order can be edited when a POA has been sent • Warning – a warning will be received if a sales order is edited after the POA has been sent • Locked – Sales order cannot be edited once the POA has been sent |
| PO confirmation required | If POA has been sent and a POC is required in return | • Yes – Sales order cannot be actioned until POC has been received. The sales order locked with POC pending hold code. POA status = Confirm pending until confirmation is received • No – Sales order can be actioned without receiving a POC |
| Acknowledgement | ||
| Quantity type | Specify if the customer or system reserved quantity is used | • Customer quantity – Acknowledge customer qty • Reserved quantity – Acknowledge D365 reserved qty. If reserving is set to manual, the stock needs to be reserved first, or auto reserving setup depending on Business rules. |
| Packaging size – inner/outer | Specify if the inner or outer pack quantity is sent by the customer | Inner / Outer |
| Pack type | Specify if the customer or system pack should be used as the default | This option will be used to automatically set the acknowledged pack quantity. |
| Inner type | Specify if the customer or system inner should be used as the default | This option will be used to automatically set the acknowledged inner quantity. |
| Field delimiter | Specify the field delimiter to use for the POA response codes. Line item status is a combination of the following: Price code + Qty code + Pack code + Inner Code. The field delimiter is used inbetween the codes. | |
| Response codes | Ability to default the POA response codes sent to Customer on the POA. For None a blank POA response code needs to be set up with Allow auto send set to Yes. Auto-triggered option uses automatic POA response codes as calculated by Auto set response codes |
|
| Header acknowledgement default | Specify the default header acknowledgement response code | • Auto-triggered (default) • None • Header – accept • Header – accepted with reserve • Header – change • Header – not accepted |
| Line item status price default | Specify the default line item status price acknowledgement response code | • Auto-triggered (default) • None • Line price – accept • Line price – advise |
| Line item status quantity default | Specify the default line item status quantity acknowledgement response code | • Auto-triggered (default) • None • Line item – accept • Line item – out of stock • Line item – withdrawn |
| Line item status pack default | Specify the default line item status pack acknowledgement response code | • Auto-triggered (default) • None • Line item – pack accept • Line item – pack difference |
| Line item status inner default | Specify the default line item status inner acknowledgement response code | • Auto-triggered (default) • None • Line item – inner accept • Line item – inner difference |
| Line shipment status default | Specify the default line shipment status acknowledgement response code | • Auto-triggered (default) • None • Line shipment – full • Line shipment – partial |
The Setting profile can be assigned on the Outgoing documents FastTab to document type Customer purchase order acknowledgement for the Customer Trading partner at EDI > Setup > Trading partners.