Connections
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Core extensions
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Electronic Data Interchange (EDI)
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  - Introduction
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  - Trading partner and documents
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    - Functional acknowledgement outbound
    - Functional acknowledgement inbound
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    - EDI Document maintenance workspace
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    - Trading partner documents
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Finance utilities
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  - 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
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    - Export electronic reporting file
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Forex contract
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Insights for D365 FO
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License manager
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Smart Business Form Email Manager (Smart Send)
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  - Email processing
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Solutions for DocuSign and Dynamics 365
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Care Services
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FAQ

DXC Electronic Data Interchange (EDI) - Technical Guide

The DXC EDI module provides enhanced functionalities to Microsoft Dynamics 365 for Finance and Operations (FinOps). This guide provides an overview of the technical requirements for making extensions to specific features.

EDI module library for D365 FSCM

Enums

For more information on the enums for DXC EDI and it’s related modules, refer to the Application Explorer (AOT) within a D365 FSCM development environment.

Element	Description
SAB_EDIDocumentType
SAB_EDIDocumentTypeHierarchyType

Classes

For more information please reach out to the support team.

Element	Description
SAB_EDIDocumentSettingsContract	Abstract class for document settings profile parameters
SAB_EDIDocumentSettingsDialogService	Abstract class for document settings profile dialog
SAB_EDIDocumentSettingsUIBuilder	UI builder class for document settings profile dialog UI
SAB_EDIDocumentTypeClass	Abstract class for implement EDI document types.
SAB_EDIDocumentTypeFactoryAttribute	Attribute class for EDI document type, SAB_EDIDocumentType
SAB_EDIStagingFormClass	Abstract class for staging forms for document types
SAB_EDIProcessor	Contains logic for processing inbound documents
SAB_EDIProcessor_PicklistRegistration	Performs the core process of picking list registration inbound document import
SAB_EDIOutboundStagingWriter	Abstract class for processing outbound documents
SAB_EDIXSDGenerator
SAB_EDIXSDGeneratorSchemaItem

SAB_EDIDocumentSettingsContract

Definition for class SAB_EDIDocumentSettingsContract

Definition	Description
Access modifier	public
Non-access modifier	abstract
Source	SAB_EDIDocumentSettingsContract.xpp

Properties
Properties for class SAB_EDIDocumentSettingsContract

Data type	Name
SAB_EDIDocumentSettingsProfileRefRecId	profile

Methods
Methods for class SAB_EDIDocumentSettingsContract

Name	Returns	Description
constructBasedOnDocumentType(SAB_EDIDocumentType, boolean _throwErrorOnNotFound = false	SAB_EDIDocumentSettingsContract
create(SAB_EDIDocumentSettingsProfile)	SAB_EDIDocumentSettingsContract
findOrInitBufferForUpdate	Common
getProfileFieldId	FieldId	Abstract method to return the field id for the document type’s profile settings table foreign key record Id
getPprofileTableId	TableId	Abstract method to return the table id for the profile settings table
initContractParent(SAB_EDIDocumentSettingsProfile)	void
serviceClassStr	IdentifierName	Abstract method to return the name of your dialog service class example, classStr(SAB_EDIDocumentSettingsDialogService_InboundExample)
serviceMethodStr	IdentifierName	Abstract method to return the name of your dialog service run method, example, methodStr(SAB_EDIDocumentSettingsDialogService_InboundExample, run)

SAB_EDIDocumentSettingsDialogService

For more information please reach out to the support team.

Definition	Description
Access modifier	public
Non-access modifier	abstract
Source	SAB_EDIDocumentSettingsDialogService.xpp

Methods

Methods for class SAB_EDIDocumentSettingsDialogService

Name	Returns	Description
saveSettings(SAB_EDIDocumentSettingsContract)	final void	Saves the contract settings

SAB_EDIDocumentSettingsUIBuilder

For more information please reach out to the support team.

Definition	Description
Access modifier	public
Extends	SysOperationAutomaticUIBuilder
Source	SAB_EDIDocumentSettingsUIBuilder.xpp

SAB_EDIDocumentTypeClass

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Definition	Description
Access modifier	public
Non-access modifier	abstract
Source	SAB_EDIDocumentTypeClass.xpp

Constructors
Constructors for class SAB_EDIDocumentTypeClass

Method	Description
new()	Initializes a new instance of SAB_EDIDocumentTypeClass class.

Properties
Properties for class SAB_EDIDocumentTypeClass

Data type	Name
SAB_EDIDocumentTypeTable	documentTypeTable
SAB_EDIDocumentType	documentType
UnknownNoYes	featureEnaled
Map	documentTypeEnabledMap

Methods
Methods for class SAB_EDIDocumentTypeClass

Name	Returns	Description
allowDuplicateStagingSourceDocs	boolean	The allowDuplicateStagingSourceDocs returns boolean flag to indicate if the document type allows duplicate staging source documents.
documentDescription	SAB_EDIDocumentTypeDescription	The documentDescription returns the description for the document
documentDirection	SAB_EDIDocumentDirection	The documentDirection returns the document direction, for example, incoming or outgoing
documentHierarchyPath	List	The documentHierarchyPath returns a list of the hierarchy path for the document, populated using the enum, SAB_EDIDocumentTypeHierarchyType
documentName	SAB_EDIDocumentTypeTableName	The documentName returns the name of the document
documentRootNodeName	str	The documentRootNodeName returns the root node name, for example Product_Master. Note: this should not have any spaces
processMenuItemSingle	str	The processMenuItemSingle returns the menu item action string for processing single document
processMenuItem	str	The processMenuItem returns the menu item action string for processing multiple documents
stagingHeaderFromCommon(Common)	SAB_EDIStagingHeader	The stagingHeaderFromCommon returns the staging header record
stagingHeaderKeyFields	container	The stagingHeaderKeyFields returns a container (fieldNum) with all fields that are to be used as key for the staging data
stagingHeaderTransferStatusFieldId	FieldId	The stagingHeaderTransferStatusFieldId returns the transfer status field id from the header table
stagingLineFromCommon(Common)	SAB_EDIStagingLine	The stagingLineFromCommon returns the staging line record
tableIdHeader	TableId	The tableIdHeader returns the table Id for the EDI document header table
tableIdLine	TableId	The tableIdLine returns the table Id for the EDI document line table
tableIdTradingPartnerDefault	TableId	The tableIdTradingPartnerDefault returns the table id of the trading partner defaulting table

SAB_EDIStagingFormClass

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Definition	Description
Access modifier	public
Non-access modifier	abstract
Source	SAB_EDIStagingFormClass.xpp

Methods
Methods for class SAB_EDIStagingFormClass

Name	Returns	Description
DocumentType	SAB_EDIDocumentType	The DocumentType returns the document type enum value, SAB_EDIDocumentType(#enums)
HeaderIdentificationFieldGroups	List	The HeaderIdentificationFieldGroups returns a list of field groups that contains field for identifying the header
lineViewGridFieldGroup	str	The lineViewGridFieldGroup returns the tableFieldGroupStr of the field group that comprises of all data required to be displayed in the line grid in the details view
LinesHeaderFieldGroups	List	The LinesHeaderFieldGroups returns the list of table field groups that needs to be displayed within the lines header tab within the staging form.
mainGridFieldGroup	str	The mainGridFieldGroup the tableFieldGroupStr of the field group that comprises of all data required to be displayed on the main grid of the staging form

SAB_EDIProcessor

For more information please reach out to the support team.

Definition	Description
Access modifier	public
Non-access modifier	abstract
Source	SAB_EDIProcessor.xpp

Properties
Properties for class SAB_EDIProcessor

Data type	Name
SAB_EDIStagingHeader	ediStagingHeader
RecId	stagingTableRecId
SAB_EDIDocumentType	documentType
SAB_EDIDocumentTypeClass	documentTypeClass
SAB_EDITradingPartner	tradingPartner
NoYes	overrideError

Methods
Methods for class SAB_EDIProcessor

Name	Returns	Description
initDocument	void	Abstract method to initialize variables for document processing
process	void	Abstract method to perform all logic required to process inbound document
postProcess	void	Abstract method to perform any additional logic after document has been processed

SAB_EDIProcessor_PicklistRegistration

For more information please reach out to the support team.

Definition	Description
Access modifier	public
Extends	SAB_EDIProcessor_3PL
Source	SAB_EDIProcessor_PicklistRegistration.xpp

Properties
Properties for class SAB_EDIProcessor_PicklistRegistration

Data type	Name
SAB_EDIPicklistRegistrationStaging	stagingCaller
SAB_EDIDocumentSettingsContract_PicklistRegistration

Methods
Methods for class SAB_EDIProcessor_PicklistRegistration

Name	Returns	Description
processPackingSlip(WMSPickingRouteSAB_EDIWMSPickingRouteExt	void	Processes packing slip based on transType of the picking route. Sales - Executes processPackingSlip_salesOrder. TransferOrderShip - Executes processShipTransferOrder. Default - Executes delegate processPackingSlip_delegate
processPackingSlip_delegate(WMSPickingRoute, SAB_EDIDocumentSettingsContract_PicklistRegistration, EventHandlerAcceptResult)	void
processPackingSlip_salesOrder(WMSPickingRoute)	void	Process sales order
processShipTransferOrder(WMSPickingRoute)	void	Process transfer order

SAB_EDIOutboundStagingWriter

For more information please reach out to the support team.

Definition	Description
Access modifier	public
Non-access modifier	abstract
Source	SAB_EDIOutboundStagingWriter.xpp

Properties
Properties for class SAB_EDIOutboundStagingWriter

Data type	Name
QueryRun	queryRun
Common	sourceBuffer
SAB_EDIDocumentType	documentType
SAB_EDIDocumentTypeClass	documentTypeClass
TableId	queryRunTableIdHeader
TableId	queryRunTableIdLine
TableId	sourceTableIdLine
SAB_EDIStagingHeader	stagingHeaderCurrent
SAB_EDIStagingLine	stagingLineCurrent
SAB_EDITradingPartner	tradingPartnerBuffer
SAB_EDITradingPartner	headerCount
boolean	isDocumentHasLines
SAB_EDILineNum	ediLineNumber

Methods
Methods for class SAB_EDIOutboundStagingWriter

Name	Returns	Description
caption	str	Name of the document
composeStagingHeader(Common)	SAB_EDIStagingHeader	Populate data within your staging table for export
composeStagingLine(Common,SAB_EDIStagingLine, queryRun)	SAB_EDIStagingLine	Populate data within your staging table for export
initQueryRun	void	Initialize	Initializes queryRun
initQueryRunFromBuffer	void	Initializes queryRun from sourceBuffer
sourceTableIdHeader	TableId	Returns the table Id for the source table
sourceTableIdLine	TableId	Returns the table Id for the source line table
tradingPartnerFromSourceHeader(Common)	SAB_EDITradingPartner	Returns the trading partner record
tradingPartnerTableId	TableId	Returns the table Id for the trading partner

SAB_EDIXSDGenerator

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Definition	Description
Access modifier	public
Source	SAB_EDIXSDGenerator.xpp

Properties
Properties for class SAB_EDIXSDGenerator

Data type	Name
System.Xml.Schema.XmlSchema	schema
SAB_EDITemplate	template
SAB_EDIXSDGeneratorSchemaItem	currentSchemaItem
SAB_EDIITemplateTreeNode	templateRootNode

Methods
Methods for class SAB_EDIXSDGenerator

Name	Returns	Description
init	boolean
writeStartSection(Name _sectionName, TableId _staginTableId, int64 _sectionId)	void
createElement		Has been moved to SAB_EDIXSDGeneratorSchemaItem

SAB_EDIXSDGeneratorSchemaItem

For more information please reach out to the support team.

Definition	Description
Access modifier	public
Source	SAB_EDIXSDGeneratorSchemaItem.xpp

Methods Methods for class SAB_EDIXSDGeneratorSchemaItem

Name	Returns	Description
createElement(SAB_EDIField _ediField)	System.Xml.Schema.XmlSchemaElement

Maps

For more information please reach out to the support team.

Element	Description
SAB_EDIStagingHeader	Contains all fields required to be present within an EDI staging header table
SAB_EDIStagingLine	Contains all fields required to be present within an EDI staging line table

SAB_EDIStagingHeader

For more information please reach out to the support team.

Methods
Methods for map SAB_EDIStagingHeader

Name	Returns	Description
newStagingHeader(SAB_EDIDocumentType)	SAB_EDIStagingHeader	The newStagingHeader returns staging header record based on the document type
updateTransferStatus(RecId, SAB_EDIDocumentType, SAB_EDITransferStatus)	SAB_EDIStagingHeader	The updateTransferStatus updates transfer status for the staging header record for the specified document type.
isFileImportedBefore(SAB_EDIFileImport)	boolean	The isFileImportedBefore returns boolean flag to indicate is the file has already been imported or not.
initFromFileImport(SAB_EDIFileImport)	void	The initFromFileImport initializes the file import
initFromEDITradingPartner(SAB_EDITradingPartner)	void	The initFromEDITradingPartner initializes the trading partner fields for the staging header table
ediTradingPartner	SAB_EDITradingPartner	The ediTradingPartner returns the EDI trading partner record
name	Name	The name returns the trading partner name
accountNum	SAB_EDITradingPartnerAccount	The accountNum returns the trading partner account
documentType	SAB_EDIDocumentType	The documentType returns the document type of the EDI staging header record
resetStatus	void	The resetStatus resets the status of the document to not started
canResetStatus	canBeCancelled	The canResetStatus returns a boolean flag to indicate if the document status can be reset or not
canBeCancelled	boolean
cancel	boolean
functionalAckSentToEDI	SAB_EDISentToEDI
getNextLineNum	SAB_EDIStagingLineNum
findByEdiId(SAB_EDIDocumentType, SAB_EDIId, boolean forUpdate)	SAB_EDIStagingHeader
documentSettingsExistByTradingPartner(SAB_EDIDocumentType, RefRecId, RefTableId)	boolean
documentSettingsExist	boolean
documentSettings(boolean silent)	SAB_EDIDocumentSettingsContract
validationProfile	SAB_EDIValidationProfileRecId
getStagingHeaderQuery(SAB_EDIDocumentTypeClass)	Query

SAB_EDIStagingLine

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Methods
Methods for map SAB_EDIStagingLine

Name	Returns	Description
initFromEDIStagingHeader	void	The initFromEDIStagingHeader initializes EDI Id and EDI line number for the staging line from the header record