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Solve EDI sales order validation errors
Business Integration Solutions task

If you use staging in your EDI process for sales orders, the sales orders that you receive with the 'Sales - XML to EDI order' message are stored in the EDI sales order journal.
These EDI sales orders are validated according to the applicable journal validation setup. If the applicable validation rules are not met, an error or warning is given. Before the EDI sales order can be processed further, review the errors and warnings, and take appropriate actions.
If journal validation errors are given, you have these options:
  • Solve the errors. You can solve validation errors in:
    • The EDI sales order, where you can make the appropriate changes.
    • Microsoft Dynamics 365 for Finance and Operations. For example, if the setup must be changed to solve the error.
  • Cancel the EDI sales order, line, or address with errors.
You cannot accept headers, lines, or addresses with errors. If you do so, and approve the EDI sales order, the header, line, or address with errors is again set to Rejected.
If the errors are solved or lines or addresses with errors are canceled, approve the EDI sales order.


Standard procedure

1. Go to EDI > Common > EDI sales order.
2. In the list, find the desired EDI sales order with journal status Rejected and click the link.
3. Click Edit.
4. Sub-task: Solve line validation errors.
  4.1 In the Lines section, in the list, select a line with errors.
  4.2 In the Lines section, click Validation errors and review the errors for the selected line.
  4.3 Close the page.
  4.4 To solve an error, make the appropriate changes to the line or line details.
If an error cannot be solved, you can cancel the line. As a result, if the EDI sales order is again validated, this line is skipped.
  In the Lines section, in the Status field, select 'Canceled'.
 

Note: If an error is caused by setup, you can solve the error in Microsoft Dynamics 365 for Finance and Operations.
5. Sub-task: Solve address validation errors.
  5.1 In the Lines or header field, enter 'Header'.
  5.2 In the Addresses section, in the list, select the desired address.
  5.3 In the Addresses section, click Validation errors and review the errors for the selected address.
  5.4 Close the page.
  5.5 To solve an error, make the appropriate changes to the address.
If an error cannot be solved, you can cancel the address. As a result, if the EDI sales order is again validated, this address is skipped.
  In the Addresses section, in the Status field, select 'Canceled'.
 

Note: If an error is caused by setup, you can solve the error in Microsoft Dynamics 365 for Finance and Operations.
6. Sub-task: Solve header validation errors.
  6.1 On the Action pane, on the EDI order tab, click Validation errors and review the errors for the EDI sales order header.
 

Note: In this validation errors overview, all validation errors and warnings of the EDI sales order are shown. Only the ones for the 'EDI sales order' table apply to the header.
  6.2 Close the page.
  6.3 To solve an error, make the appropriate changes to the header. You can do so in the General section and the Order information section.
  Expand the Order information section.
 

Note: If an error is caused by setup, you can solve the error in Microsoft Dynamics 365 for Finance and Operations.
  6.4 If errors cannot be solved, you can cancel the EDI sales order. As a result, the EDI sales order is not considered anymore in validation and processing.
  On the Action pane, on the EDI order tab, in the Actions group, click Cancel.
7. Close the page.
8. Close the page.
Related to Notes

Monitor EDI sales order journal

 		 

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