Review purchase order

The Vendor EDI module includes modifications to Purchase orders. Users can access All purchase orders page by navigating to Accounts payable > Purchase orders > All purchase orders.

Purchase order status

EDI purchase orders will be placed in External review if the Trading partner has the following setup:

• Vendor purchase order document setting profile Acknowledgement required is set to Yes

EDI tab

EDI tab - Buttons

The following buttons have been added to the EDI tab on the Purchase order Action Pane.

Field	Description
Purchase order confirmation
Confirmation	Option to manually review the purchase order acknowledgement received from the vendor and process the purchase order confirmation to the vendor. The Send to EDI option is also included within this page.
Send to EDI	Press this button to manually create the Vendor purchase order confirmation staging record using the confirmed values as per Confirmation . This could also be setup to be sent automatically, by setting the Vendor purchase order acknowledgement’s Purchase order confirmation required to Yes (PO is auto-confirmed).
Reset flag	Select the Reset flag button to reset the EDI status to allow for re-sending of the purchase order confirmation to the staging table.
Reference
History	Select to view EDI records to the purchase order. See EDI tab - History for more detail.
Trading partners	Link to Trading partner page for the purchase order’s vendor

EDI tab – History

All the EDI staging records applicable to the Purchase order can be viewed via the History button.

Field	Description
EDI Document type	EDI document type of the staging record
EDI number	EDI number and link to the staging record
Reference	Additional information for the staging record, examples: Outbound • Original – First vendor purchase order sent • Change – Subsequent change/s to the purchase order • Cancel – Cancellation sent • Confirmation – Confirmation sent for vendor’s purchase order acknowledgement Inbound • Header - accept - Vendor’s purchase order acknowledgement response • ASN345435 – Packing slip as per vendor’s advanced shipping notice • IN4734743 – Invoice number as per vendor’s purchase invoice
Created date and time	Created date and time of the EDI staging record

Purchase order EDI header fields

The following EDI fields have been added to the Purchase order and Purchase agreement Header and is available on the EDI fast tab.
Populated by will indicate if the field is populated by:

• Original - Purchase order staging record
• Change - Change purchase order staging record
• Original / Change - Vendor purchase order staging record, but can be updated by change purchase order staging record
• POA - Vendor purchase order acknowledgement staging record
• Trading partner - Vendor trading partner
• EDI calc - Calculated by EDI

Field	Description	Populated by
Identification
Original EDI number	EDI Vendor purchase order staging table record id	Original
Change EDI number	Latest EDI Vendor purchase order change staging table record id	Change
Company GLN	The company’s global location number is shown here.	Original
Trading partner GLN	The vendor’s global location number is shown here	Trading partner
General
Original order date	The date the original purchase order version was created is shown here	Original
Change order date	The date the latest change purchase order version was created is shown here	Change
Requester	Requester sent on outbound EDI purchase order	Original
Buyer group	Buyer group sent on outbound EDI purchase order	Original
Order type	The EDI order type is shown here	Original
Order purpose code	Latest order purpose code is shown here: • Original - Only the original/one EDI purchase order has been sent • Change - Last EDI message sent was a Purchase order change • Confirmation - Last EDI message sent was a Confirmation for a Purchase order acknowledgement • Cancellation - Last EDI message sent was a Cancellation for the PO	Original / Change
Bill to	Our account number (as loaded on Vendor’s Invoice account)	Original
Ship to	Our account number (as loaded on Vendor’s Order account)	Original
Delivery
Site	The Site from the latest EDI purchase order is shown here	Original / Change
Warehouse	The Warehouse from the latest EDI purchase order is shown here	Original / Change
Delivery date	The requested receipt date of the latest EDI purchase order is shown here	Original / Change
Version
Original version number	The D365 purchase order version number that generated the original EDI order record	Original
Change version number	The D365 purchase order version number that generated the latest change EDI order record	Change
Acknowledged version number	The version number acknowledged as per Vendor’s last Purchase order acknowledgement	POA
Acknowledgement status	Current status for purchase order acknowledgement and confirmation. Available options: • Blank – No purchase order acknowledgement required • Acknowledgement pending – Purchase order acknowledgement required and still pending • Acknowledgement received – Purchase acknowledgement received, and purchase order confirmation not required. Acknowledgement/confirmation process is complete • Confirmation pending – Purchase acknowledgement received, and purchase order confirmation required and still pending • Confirmation sent – Purchase order confirmation has been sent. Acknowledgement/confirmation process is complete	EDI calc
Acknowledgement status date	Date of current Acknowledgement status	EDI calc

Purchase order EDI line fields

EDI tab

The following EDI fields have been added to the Purchase order and Purchase agreement * Lines and is available on the EDI tab.

Field	Description	Populated by
Line number	EDI line number
Original ordered quantity	Purchase quantity sent on original EDI purchase order	Original purchase order
Change ordered quantity	Purchase quantity sent on latest change EDI purchase order. Note: Any receipts are deducted on the purchase quantity sent, it only contains the ‘deliver remainder’ at the moment of generating the order change.	Change purchase order
Original line amount	Net line amount excluding tax sent on original EDI purchase order	Original purchase order
Change line amount	Net line amount excluding tax sent on latest change EDI purchase order	Change purchase order
Original effective date	Effective date sent on original EDI purchase order	Original purchase agreement
Change effective date	Effective date sent on latest change EDI purchase order	Change purchase agreement
Original expiration date	Expiration date sent on original EDI purchase order	Original purchase order
Change expiration date	Expiration date sent on latest change EDI purchase order	Change purchase agreement

EDI acknowledgement tab

The following EDI fields have been added to the Purchase order’s Lines and is available on the EDI acknowledgement tab.
After selecting the applicable purchase order, the following details available are:

• EDI order - D365 purchase order values Once the Vendor purchase order acknowledgement (POA) have been processed, the following values are populated:
• Acknowledged - Acknowledged value received on the vendor purchase order acknowledgement
• Acknowledgement response - The vendor’s POA response for the purchase order line
• Confirmation - The confirmation response sent to vendor in response to the purchase order akcnowledgement
• Auto triggered - Indicates if the confirmation was auto triggered else it was manually set by a user on the Confirmation button on the EDI Action Pane

Example: Field | EDI order | Acknowledged | Acknowledgement response | Confirmation | Auto triggered :– |:– |:– |:– |:– |:– Date | 4/12/2019 | 5/12/2019 | Header- accepted with reserved | | Price | 40 | 41 | Line price – advise | 41 | Yes Quantity| 100 | 100 | Line item – accept | 100 | Yes Shipment| | | Line shipment – full | | Yes Pack | 10 | 8 | Line item – pack difference | 10 | Yes Inner | 6 | 6 | Line item – inner accept | 6 | Yes

Auto triggered

Confirmation response’s auto triggered values are calculated by:

• Date: Not auto trigger option, uses Purchase order header’s Confirmed delivery date
• Price: Vendor purchase order acknowledgement document setting profile Use vendor price:
  • Yes - acknowledged line’s unit price
  • No - System calculated unit price for the vendor and item combination
• Quantity: Purchase order line’s quantity
• Shipment: Will the original order quantity be shipped in full:
  • Line shipment - full - Full D365 purchase order line quantity has been acknowledged
  • Line shipment - partial - Partial D365 purchase order line quantity has been acknowledged
• Pack: Vendor purchase order acknowledgement document setting profile Confirmed pack
  • Vendor pack - EDI purchase order acknowledgement line’s Pack quantity
  • System pack - Purchase order acknowledgement document setting profile Package size - inner/outer determines if the inner or outer unit determines the system pack. Example: Product has an outer unit of box and inner unit of ea with an unit conversion of 10 between the two units. For an order of 200 ea, the results for system pack would be the following if Package size - inner/outer is set to:
    • Inner: 200
    • Outer: 200/10 = 20
• Inner: Vendor purchase order acknowledgement document setting profile Confirmed inner:
  • Vendor inner - EDI purchase order acknowledgement line’s Inners quantity
  • System inner - Products’s unit conversion between Outer unit and Inner unit as setup on EDI FasTab on Product