---
title: "Set up EDI groups"
slug: "set-up-edi-groups"
description: "Optimize your EDI setup by grouping parties, defining external codes, and linking document flows in D365 F&SCM for efficient data management."
tags: ["Task topic"]
updated: 2026-03-20T12:13:30Z
published: 2026-03-20T17:44:19Z
canonical: "docs.staedean.com/set-up-edi-groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up EDI groups

You can use EDI groups to group several EDI parties for which the same document flow setup is required. To an EDI party, you can assign a different EDI group for each origin. You can assign an EDI group to different party types. When you set up a document flow, you can link it to an EDI group. As a result, the document flow is applied to all EDI parties with the EDI group assigned. For each EDI group, you can define several external code definitions. These external code definitions are used to search for party-specific values.

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 F&SCM environment.
- Export, the code in your D365 F&SCM environment is replaced with the related external code.

### Steps

1. Click **EDI party setup**.
2. Click the **EDI group** tab.
3. Click **New**.
4. In the **EDI group** field, type a value.
5. In the **Description** field, type a value.
6. You can define an external code definition as set up for currencies.

In the **Currency external code** field, enter or select a value.
7. You can define an external code definition as set up for released products.

In the **Item external code** field, enter or select a value.
8. You can define an external code definition as set up for charge codes of miscellaneous charges.

In the **Miscellaneous charges** **external code** field, enter or select a value.
9. You can define an external code definition as set up for modes of delivery.

In the **Mode of delivery external code** field, enter or select a value.
10. You can define an external code definition as set up for terms of delivery.

In the **Terms of delivery external** **code** field, enter or select a value.
11. You can define an external code definition as set up for units.

In the **Unit external code** field, enter or select a value.
12. Close the page.