Connections
- Release notes
Core extensions
- Release notes
- Introduction
- Company colors
- Exchange rate import
- Reciprocal exchange rate
- User security audit detail report
- General and inventory journal import
- Business process links
- Import budgets
- DMF Toolbox
- Print Management
- Data Anonymization
  - Data Anonymization
  - FAQ
- Other
  - Data-entities
  - Security-configuration
- FAQ
  - FAQ
  - Coming Soon
Electronic Data Interchange (EDI)
- Release notes
- Introduction
- FAQ
- Core module
  - Introduction
  - Process overview
  - Trading partner and documents
  - Setup
  - Processing
    - Functional acknowledgement outbound
    - Functional acknowledgement inbound
  - Managing files
  - Workspaces
    - EDI Document maintenance workspace
  - Inquiries
    - Functional acknowledgement received
    - Trading partner documents
  - Other
  - Technical guide
    - Web API
    - Technical FAQ
- Customer module
- Vendor module
- 3PL module
- Freight forwarder for Landed cost module
  - Introduction
  - Process overview
  - FAQ
  - Setup
  - Processing
  - Workspaces
    - Landed cost processing workspace
  - Other
    - Data entities
    - Security configuration
- Integration systems module
  - Introduction
  - Setup
    - Integration systems
    - Trading partners
  - Processing
    - Customer
    - Customer group
- Roadmap and release schedule
- Definitions and Acronyms
Finance utilities
- Release notes
- Introduction
- Setup
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
  - ABN and IRD validation
    - ABN lookup and validation
    - IRD number validation
  - Budgeting
    - Budget import
  - Encryption/decryption
    - Encryption/decryption
  - Electronic reporting export
- Processing
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
    - Customer remittance import
  - ABN and IRD validation
    - ABN lookup and validation
    - IRD number validation
  - Budgeting
    - Budget import
    - Example file format
  - Electronic reporting export
    - Export electronic reporting file
- Other
  - Data entities
- Technical guide
  - Web API Endpoint
- Roadmap and release schedule
- FAQ
Forex contract
- Release notes
- Introduction
- Setup
  - Forex contract parameters
  - Forex over allocation
- Processing
- Other
  - Data entities
  - Security configuration
- Roadmap
Insights for D365 FO
- Release notes
- Introduction
- Setup
- Periodic monitoring
  - Periodic monitoring configuration
  - Number sequence monitoring
- BatchJob monitoring
- Review and set up monitored data
- Azure Application Insights
  - Dashboards
  - Alerts on Azure Azure Application Insights
- Limitations
- Security configuration
- FAQ
- Definitions and Acronyms
Item creation wizard
- Release notes
- Introduction
- FAQ
- Setup
  - Item creation parameters
  - Item creation workflows
  - Item creation
  - Item setup
    - Item status
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  - File management
    - File management
- Processing
- Periodic tasks
  - Update item status
  - Item creation
    - Creation import files
    - Item import
  - Item status
    - Automatic status update
- Inquiries
  - Creation import sessions
- Other
License manager
Product Lifecycle Management (PLM)
- Release notes
Security Insights for D365 FO
Smart Business Form Email Manager (Smart Send)
- Release notes
- Introduction
- FAQ
- Setup
- Processing
  - Email processing
  - Electronic Reporting
- Other
- Roadmap
Solutions for DocuSign and Dynamics 365
- Release notes
- Introduction
- FAQ
- Setup
- Inquiries
  - Documents
  - Exceptions
- Other

Integrations 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, customer or integration systems. 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.

All trading partners

The Core trading partner setup describes the setup applicable to All types of trading partners.

Integration systems trading partners details

This section describes the setup applicable to Integration systems trading partners.

Outgoing documents

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

Change tracking

On the Outgoing documents FastTab select the Change tracking button to enable change tracking for the selected outgoing document.
In order to send full set of data, set Full to Yes.
Select the Enable change tracking when applicable.

Incoming 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