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Set up EDI party setup for carrier

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Before you can exchange EDI messages with a carrier, set up the related EDI party setup.

For each carrier, you can set up several EDI parties. For example, if a carrier has several locations, you can set up an EDI party for each location.

Steps

  1. Go to Transportation management > Setup > Carriers > Shipping carriers.

  2. In the list, find and select the desired record.

  3. On the Action Pane, click Party setup.

  4. Click New.

  5. You can make the party setup the default setup for manually created orders. So, for example, on manual creation of an order, the origin is defaulted from the party setup.

    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.
    For each carrier, only set up one EDI party without the origin defined.

    In the Origin field, do not enter a value.

  7. If the GLN code is a bar code, you must define the relevant bar code setup.

    Usually, the GLN code is a 13-digit number. However, you can also define your own location number. And accordingly, define the related bar code setup.

    In the Bar code setup field, enter or select a value.

  8. You can enter the Global Location Number (GLN code) of the carrier. This usually is a unique 13-digit identification of the location of the carrier. 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 carrier, you cannot set it for another carrier as well.

  9. 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.

    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.

    In the EDI group field, enter or select a value.

  10. Select Yes in the Item cross reference field.

  11. 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 D365 F&SCM.

    • Send an item identification, the item coding is used to send the appropriate item identification to the carrier.

    In the Item coding field, select an option.

    Note

    Item cross references are only applicable to customers. So, these are not applied for carriers.

  12. If the item coding is of type Bar code, you also define the applicable bar code setup. So, you can only:

    • Receive item bar codes that meet the defined bar code setup.

    • Send item bar codes with the defined bar code setup.

    In the Bar code setup field, enter or select a value.

  13. Sub-task: Define external code definitions.

    1. 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 F&SCM environment.

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

    2. You can define an external code definition as set up for currencies.

      In the Currency external code field, enter or select a value.

    3. You can define an external code definition as set up for released products.

      In the Item external code field, enter or select a value.

    4. 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.

    5. 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.

    6. 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.

    7. You can define an external code definition as set up for units.

      In the Unit external code field, enter or select a value.

  14. Close the page.