You can use the EDI message setup wizard to:

• Set up or update the EDI setup for legal entities.
• Import an EDI message configuration into a new or existing project.
• Merge the imported EDI message configuration if the message already exists in the project.
• Set up or update the required EDI parties.
• Set up the required document flows for the parties and imported message.

Note: 

• All steps in the EDI message setup wizard are optional.
• Changes you make on the EDI message setup wizard are saved immediately like in other D365 F&SCM pages. So, when you go back in the wizard or when you cancel the wizard, the made data changes stay.
• If the message in the selected message file:
  • Does not exist in the project, it is imported after you click Next on the Import message file step.
  • Exists in the project, it is imported after the Merge message step.

Standard procedure

1.	Go to EDI > Setup > EDI message setup.
2.	Sub-task: Set up EDI setup for legal entities.
2.1	Make the desired changes to the EDI setup for legal entities. For more information, refer to Set up EDI setup for legal entity.
	Click Next.
3.	Sub-task: Import message file.
3.1	You can import the message to an existing project or to a new project.
	In the Import message to project field, select an option.
	Note: When you click Next, a new project is created before the message is imported.
3.2	In the Project field, enter the name for a new project or select an existing project.
3.3	Click Next.
4.	Sub-task: Compare and merge message files.
4.1	The imported message can already exist in the selected project. If so, the existing message and the imported message must be compared and merged. A message is shown on which you can choose to run the compare in the background or not. A message comparison can take a while. If you run it in the background, you can continue your work.
	Click the desired option.
	Note: When you choose to run the message comparison in the background, the EDI message setup wizard is closed. You get a message when the comparison is finished. To continue the message import process, re-open the EDI message setup wizard.
4.2	Compare and merge the messages. For more information, refer to: Analyze project comparison Update target record based on differences
	Click Next.
	Note: If you did not make any changes on the Merge messages tab, the existing message is not changed.
5.	Sub-task: Set up EDI parties.
5.1	Make the desired changes to the EDI party setup. For more information, refer to Set up EDI for parties.
	Click Next.
6.	Sub-task: Set up document flows.
6.1	Make the desired document flow setup. For more information, refer to Set up document flows.
	Click Finish.