EDI Integration
EDI Integration Documents - Customer
EDI Integration Documents - Customer
Integration systems Trading partner (example online sales site) may require customer data.
The following subsections will describe how to view, process and send Customer to applicable Integration system Trading partners.
Viewing the Staging table records will also be discussed.
The following setup is prerequisites for the Customer document:
Integration documents are created by enabling change tracking on the trading partner’s outgoing document(s).
The document change tracking’s Full can be set to Yes, in order to send all the records for the tracked table.
Once the staging record has been created for the full version, the Document change tracking’s Full field will automatically update to No in order to send changes with the next batch run.
Document change tracking’s Update version is also updated each time a staging record is created. Only changes after the Update version are added in the staging record.
If required to send full set of data again, the trading partner’s document change tracking’s Full can be set to Yes again.
The following tables are tracked for the Customer document:
To view the Customer staging records, go to EDI > Documents > Integration systems documents > Master data > Out > Customer. Use this page to review staging and process EDI Customer 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 | Integration systems account assigned to the staging record. |
| Trading partner GLN | The Integration system’s global location number is shown here. |
| Update version | Change tracking’s Update version for the staging record. |
| 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 Action Pane, tab Master data - Customer.
| 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. |
| 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’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 | EDI Staging table record id. | |
| 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 | ||
| Update version | Change tracking’s Update version for the staging record. | Change tracking |
| Status | ||
| 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. |
The following EDI Line staging fields are available on the lines page.
| Field | Description | Source D365 table and field |
|---|---|---|
| Customer account | Customer’s account number | Customer - Customer account |
| Name | Customer’s name | Customer - Name |
| Invoicing and delivery on hold | Indicates if the customer is on hold for invoicing and delivery | Customer - Invoicing and delivery on hold |
| Currency | Customer’s currency | Customer - Currency |
| Mode of delivery | Customer’s mode of delivery | Customer - Mode of delivery |
| Terms of payment | Customer’s terms of payment | Customer - Terms of payment |
| Method of payment | Customer’s method of payment | Customer - Method of payment |
| Sales group | Customer’s sales group | Customer - Sales group |
| GST group | Customer’s tax group | Customer - Tax group |
| Site | Customer’s default site | Customer - Site |
| Warehouse | Customer’s default warehouse | Customer - Warehouse |