Customer setup

Setup order line change type group

Users can access the form by navigating to EDI > Setup > Customer setup > Order line change type group

Order line change type codes are used to identify the type of line change received from the customer in the Customer purchase order change document. Manual Processing method overrides below update tolerances. It is still required to setup the line change types for manual processed customers in order to map the Customer’s line change type to D365 line change type, and this determines what can be changed/added.

• Click New to create a new record.
• In the Name field, enter the name of the order line change type group
• In the Description field, enter a description of the order line change type group
• In the Mappings FastTab, select Add to create a new record
• Specify the Order line change type
• Specify the indicator/Customer’s value for the line change type in EDI order change type
• In the Update tolerance field, select if the order line change type can update the existing D365 Sales order with the Automatic processing method. The update tolerance is bypassed for Processing method Manual. Options:
  • Approve: If all the line changes received are approved, the sales order will be updated.
  • Approve with warning log: If all the line changes received are approved, the sales order will be updated. Warning log created on EDI staging record.
  • Reject with warning log: If any of the line changes received are Reject, the sales order will not be updated. The Staging record will error, but change can still be viewed via Changes on the Sales order header – EDI ribbon.

The Order line change types are:

Order line change type	If update is allowed	X12 examples
No change	Line is ignored	NC
Add additional item	New sales order line is added to existing sales order	AI
Delete items	Existing sales order line’s Deliver remainder is cancelled	DI
Quantity decrease	Existing sales order line’s quantity is reduced	QD
Quantity increase	Existing sales order line’s quantity is increased	QI
Change of dates	Existing sales order line’s requested ship and receipt dates are updated	CT
Price change	Existing sales order line’s price is changed. Document setting (use customer price and allowed variance) and Validation (Sales price) applies on what price update values are allowed.	PC
Price and quantity change	Existing sales order line’s price and/or quantity is changed (up/down). Document setting (use customer price and allowed variance) and Validation (Sales price) applies on what price update values are allowed	PQ
Changes to line items	Existing sales order line’s price, quantity and/or dates are changed. Document setting (use customer price and allowed variance) and Validation (Sales price) applies on what price update values are allowed	CA

D365 sales order line allowed changes by Order line change type:

Order line change type	Requested dates	Add new items	Cancel deliver remainder	Sales qty increase	Sales qty decrease	Sales unit price
No change	N	N	N	N	N	N
Add additional item	N/A	Y	N/A	N/A	N/A	N/A
Delete items	N	N	Y	N	N	N
Quantity decrease	N	N	N	N Y (If doc setting allows)	Y	N
Quantity increase	N	N	N	Y	N Y (If doc setting allows)	N
Change of dates	Y	N	N	N	N	N
Price change	N	N	N	N	N	Y
Price and quantity change	N	N	N	Y	Y	Y
Changes to line items	Y	N	N	Y	Y	Y

Where used

Customer EDI order line change type group is assigned on the Customer Trading partner’s Options field called Order line change type group.

Data entities:

• Customer EDI order line change type group
• Customer EDI order line change type group line