1. Data Management
  2. EDI Studio
  3. General
  4. Set up EDI
  5. Set up EDI for parties

Set up EDI for vendor

Before you can exchange EDI messages with a vendor, set up:

  • The EDI party setup for the vendor.
  • Optionally, additional address GLN codes for the vendor.
  • Document flows for the required buyer EDI messages.


Application Consultant Application Consultant Start Start Set up EDI party setup for vendor Set up EDI party setup for vendor Before you can exchange EDI messages with a vendor, set up the related EDI party setup.For each vendor, you can set up several EDI parties. For example, if a vendor has several shops, you can set up an EDI party for each shop. Procedure 1. Go to Accounts payable > Vendors > All vendors. 2. In the list, find and select the desired record. 3. On the Action pane, on the Vendor tab, in the EDI group, click Party setup. 4. Click New. 5. Select Yes in the Default field. 6. Use the origin to indicate where messages originate from. For each origin, the document flow behavior can be defined. In the Origin field, enter or select a value. Note: For each vendor you can only set up: - One EDI party for each origin. - One EDI party without the origin defined. You can use this, for example, if you only define one EDI party for a vendor. 7. In the Bar code setup field, enter or select a value. 8. You can enter the Global Location Number (GLN code) of the vendor. This usually is a unique 13-digit identification of the location of the vendor. However, you can also define your own location number. In the GLN code field, type a value. Note: You can use a specific GLN code but once. If you have set it for a vendor, you cannot set it for another vendor as well. 9. In the EDI group field, enter or select a value. 10. In the EDI partner field, enter or select a value. 11. Select Yes in the Item cross reference field. 12. Use the item coding to indicate how you usually receive or send an item identification. If you: - Receive an item identification, the item coding is used to find the matching item number in Microsoft Dynamics 365 for Finance and Operations. - Send an item identification, the item coding is used to send the appropriate item identification to the vendor. In the Item coding field, select an option. Note: Item cross references are only applicable to customers. So, these are not applied for vendors. 13. In the Bar code setup field, enter or select a value. 14. Sub-task: Define external code definitions. 15. For each party setup, you can define several external code definitions. These external code definitions are used to search for party-specific values. Expand the External code section. Note: To use the external codes functionality, additional setup is required in Connectivity studio. For the applicable message, in the field mapping, apply an external code as defined for the related entity. As a result, on: - Import, the external code is replaced with the related code in your D365 FO environment. - Export, the code in your D365 FO environment is replaced with the related external code. 16. In the Currency external code field, enter or select a value. 17. In the Item external code field, enter or select a value. 18. In the Misc. charges external code field, enter or select a value. 19. In the Mode of delivery external code field, enter or select a value. 20. In the Terms of delivery external code field, enter or select a value. 21. In the Unit external code field, enter or select a value. 22. Close the page. Notes Item cross references are only applicable to customers. So, these are not applied for vendors. Is a GLN code  available for the  vendor address? Is a GLN code  available for the  vendor address? Add GLN code to vendor address setup Add GLN code to vendor address setup For each vendor, you can set up several addresses. For each of these addresses, you can define the Global Location Number (GLN code). You can use the GLN code in EDI to identify the unique location. Procedure 1. Go to Accounts payable > Vendors > All vendors. 2. In the list, find the desired vendor and click the link. 3. Expand the Addresses section. 4. In the list, find and select the desired address. 5. Click More options. 6. Click Advanced. 7. Expand the EDI setup section. 8. Click Edit. 9. In the GLN code field, type a value. 10. Close the page. 11. Close the page. Set up buyer messages document flows

Set up buyer messages document flows

This flow explains how to set up the document flows for EDI messages that a buyer can send to or receive from a seller.

Note: Based on the outbound document flows as defined for a vendor, on the purchase order header, in the EDI section, options are selected. These options indicate which document flows apply to the purchase order. Usually, you do not change these settings. However, if required, you can switch off a document flow for a purchase order.

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Activities

Name Responsible Description

Set up EDI party setup for vendor

Application Consultant

 		Before you can exchange EDI messages with a vendor, set up the related EDI party setup.
For each vendor, you can set up several EDI parties. For example, if a vendor has several shops, you can set up an EDI party for each shop.

Add GLN code to vendor address setup

Application Consultant

 		For each vendor, you can set up several addresses. For each of these addresses, you can define the Global Location Number (GLN code). You can use the GLN code in EDI to identify the unique location.

Set up buyer messages document flows

Application Consultant

 		This flow explains how to set up the document flows for EDI messages that a buyer can send to or receive from a seller.
Note: Based on the outbound document flows as defined for a vendor, on the purchase order header, in the EDI section, options are selected. These options indicate which document flows apply to the purchase order. Usually, you do not change these settings. However, if required, you can switch off a document flow for a purchase order.

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