Use the EDI sales order staging journal to monitor the EDI sales orders.
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. If you monitor EDI sales orders, the statuses are important. For more information on these statuses, refer to 'EDI staging journal statuses'.
Steps
Go to EDI > Common > EDI sales order.
By default, only the EDI sales orders with errors or warnings are shown.
To show all EDI sales orders, clear the Show errors check box.
To view the details of an EDI sales order, in the list, find the desired record and click the link.
Sub-task: View line information.
You can view the EDI sales order lines and related information.
In the Lines section, find and select the desired record. Review the line information.
You can view the staging journal line detailed information on the General tab of the Line details section.
Expand the Line details section.
Note
When you receive a sales order, the received (original) unit can differ from the sales order unit. In this case, the original unit and quantity are automatically converted to the sales order unit. This is done based on the unit of measure conversion set up in D365 F&SCM.
You can apply these related validations:
BisEdiCheckSalesOriginalSalesUnitConversion: Checks if the original unit can be converted to the sales order unit.
BisEdiCheckSalesOriginalSalesUnit: Checks if the original unit exists in D365 F&SCM.
The received quantity and unit are stored in the Original quantity and Original unit fields. If these fields are not shown, you can personalize the LineGrid and add these fields.
If inventory dimensions are included in the import of a sales order line, you can view these inventory dimensions on the Inventory Dimensions tab of the Line details section.
Click the Inventory dimensions tab.
You can include charges in the import of a sales order line to the EDI sales order staging journal.
If the imported sales order line has charges defined, you can view these charges on the EDI charges tab of the Line details section.Click the EDI Charges tab.
Note
The charges, as imported to an EDI sales order staging journal, are stored in a separate table: BisEdiSalesMarkupTrans.
If on importing the sales order line integration-related errors occurred, you can view these errors on the Connectivity studio error tab of the Line details section.
Click the Connectivity studio error tab.
If journal validations are applied to the imported sales line, and a validation rule is not met, you can view the validation error or warning on the Journal validations tab of the Line details section.
Click the Journal validations tab.
Sub-task: View header information.
You can view the header information of an EDI sales order.
In the Lines or header field, enter 'Header'. In the General section, review the main header information.
In the Order information section, you can view detailed order information of the EDI sales order.
Expand the Order information section.
In the Addresses section, you can view the addresses of the EDI sales order.
You can include charges in the import of a sales order to the EDI sales order staging journal.
If the imported sales order has charges defined, you can view these charges in the EDI charges section of the EDI sales order header.Expand the EDI Charges section.
Note
The charges, as imported to an EDI sales order staging journal, are stored in a separate table: BisEdiSalesMarkupTrans.
Close the page.
Close the page.
Notes
You can manually cancel EDI sales orders. To do so, on the EDI sales order page select the desired EDI sales orders, and on the Action Pane, on the EDI order tab, click Cancel. As a result, the status is changed to Cancelled.
Once a staging journal is processed, you cannot perform actions such as Validate, Cancel, Approve, Accept, or Split journal.