EDI Freight forwarder
EDI Freight forwarder Setup - Trading partners
EDI Freight forwarder Setup - Trading partners
EDI works on the basis that an external entity (trading partner) wants to send or receive information from us. To this end, the module is built to link the documents and their associated settings to those entities (trading partners). A trading partner can be created based on an existing D365 entity like a warehouse, vendor or a customer. Depending on the various modules installed, different trading partner types will be available for setup. It also provides the setup for trading partner level options as well as defining which incoming and outgoing document types are enabled for the trading partner.
To open the Trading partners page, go to EDI > Setup > Trading partners. Then set the fields as described in the following subsections.
The Core trading partner setup describes the setup applicable to All types of trading partners.
This section describes the setup applicable to Freight forwarder landed cost trading partners.
The following table describes the Freight forwarder module fields that are available on the Options FastTab of the Trading partners page.
| Field | Description |
|---|---|
| Container mapping | |
| Container type | Container type identifiers Note: For further information see Setup shipping container types mapping |
| Measurement unit | Shipping measurement unit mapping Note: For further information see Setup shipping measurement unit mapping |
| Journey mapping | |
| Port | Shipping port mapping Note: For further information see Setup shipping port mapping |
| Port qualifier | Shipping port qualifier mapping Note: For further information see Setup shipping port qualifier mapping |
| Mode of delivery | Mode of delivery mapping Note: For further information see Setup modes of delivery mapping |
| Activity | Activity mapping Note: For further information see Setup activity mapping |
| Other mappings | |
| Customs broker | Customs broker mapping Note: For further information see Setup customs broker mapping |
| UOM | Unit of measure mappings. Ability to map a trading partner’s unit of measure (example kgs) to D365 unit of measure (example kg). Note: For further information see Setup unit of measure mapping |
| Auto send backorder voyage advice | Ability to automatically trigger a new Voyage advice record for remaining purchase order lines after processing inbound Voyage creator when: • Trading partner’s Auto send backorder voyage advice set to Yes • Trading partner has Voyage advice document enabled • Vendor’s No landed cost backorder set to No • Purchase order line’s Deliver remainder > 0 • Purchase order line’s Voyage is blank |
The Outgoing documents FastTab defines the outgoing EDI document types that have been configured and enabled for the trading partner. It brings the document template and mappings together with the settings profile to enable the document for the trading partner. Also specifies if an Inbound Functional Acknowledgement is required for each outgoing document.
The Outgoing documents FastTab of the Trading partners page is discussed in detail in Core trading partner setup - Outgoing documents
The Incoming documents FastTab defines the incoming EDI document types that have been configured and enabled for the trading partner. It brings the document template, mappings, validation profile and setting profiles together along with a file mask for importing to enable the document for the trading partner. Also specifies if the Trading partner requires an Outbound Functional Acknowledgement to be sent for each incoming document.
The Incoming documents FastTab of the Trading partners page is discussed in detail in Core trading partner setup - Incoming documents
EDI trading partner and EDI Documents can be viewed via FactBoxes available on the All vendors page.
These can be accessed by navigating to Accounts payable > Vendors > All vendors and selecting the shipping company vendor.