Core extensions
Electronic Data Interchange (EDI)
- Release notes
- Introduction
- FAQ
- Core module
  - Introduction
  - Process overview
  - Trading partner and documents
  - Setup
  - Processing
    - Functional acknowledgement outbound
    - Functional acknowledgement inbound
  - Managing files
  - Workspaces
    - EDI Document maintenance workspace
  - Inquiries
    - Functional acknowledgement received
    - Trading partner documents
  - Other
  - Technical guide
    - Web API
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- Customer module
- Vendor module
- 3PL module
- Freight forwarder for Landed cost module
- Integration systems module
  - Introduction
  - Setup
    - Integration systems
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  - Processing
    - Customer
    - Customer group
- Roadmap and release schedule
- Definitions and Acronyms
Finance utilities
- Release notes
- Introduction
- Setup
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
  - ABN lookup
    - ABN lookup and validation
  - Budgeting
    - Budget import
  - Encryption/decryption
    - Encryption/decryption
- Processing
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
    - Customer remittance import
  - ABN lookup
    - ABN lookup and validation
  - Budgeting
    - Budget import
    - Example file format
- Other
  - Data entities
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- FAQ
Forex contract
- Release notes
- Introduction
- Setup
  - Forex contract parameters
  - Forex over allocation
- Processing
- Other
  - Data entities
  - Security configuration
- Roadmap
Insights for D365 FO
- Release notes
- Introduction
- Setup
- Periodic monitoring
  - Periodic monitoring configuration
  - Number sequence monitoring
- BatchJob monitoring
- Review and set up monitored data
- Azure Application Insights
  - Dashboards
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- FAQ
Item creation wizard
- Release notes
- Introduction
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- Setup
  - Item creation parameters
  - Item creation workflows
  - Item creation
  - Item setup
    - Item status
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  - File management
    - File management
- Processing
- Periodic tasks
  - Update item status
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    - Automatic status update
- Inquiries
  - Creation import sessions
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License manager
- Release notes
- Introduction
- D365 FO
- PowerApp
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Smart Business Form Email Manager (Smart Send)
- Release notes
- Introduction
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- Setup
- Processing
  - Email processing
  - Electronic Reporting
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- Roadmap
Solutions for DocuSign and Dynamics 365
- Release notes
- Introduction
- FAQ
- Setup
- Inquiries
  - Documents
  - Exceptions
- Other

Customer setup

Setup purchase order types

Users can access the form by navigating to EDI > Setup > Customer setup > Customer EDI order type group

EDI purchase orders can be received from trading partners with many order types. The type identifier received can change the way the order is processed within D365.

Note: Fields flagged with * has been deprecated from Customer EDI order type group. Backwards compatibility option (EDI parameters > Allow historic PO types) allows companies to show these deprecated options in Customer EDI order type group. These * options have been moved to Order purpose group

Click New to create a new record.
In the Name field, enter the name of the order type group
In the Description field, enter a description of the order type group
In the Mappings FastTab, select Add to create a new record
Select the Order Type. Options are:
- Order - When receiving a Purchase Order from a customer used to identify a “normal” order using these characters. Creates a standalone D365 sales order.
- * Confirmation - When receiving a Purchase Order Confirmation (POC) from a customer used to identify a “confirmation”. Confirms an existing D365 sales order. Usually receive in response to a Purchase Order Acknowledgement (POA) sent to the customer.
- Agreement - When receiving a Purchase Order from a customer used to identify a “blanket” order. Creates a D365 sales agreement.
- Release order - When receiving a Purchase Order from a customer used to identify a “release” order. Creates a D365 release order against a D365 sales agreement. Customer purchase order document setting ‘Create release order without a blanket order’ provides options No, Yes, Warning in cases where a release order is recieved without a matching D365 sales agreement.
- * Cancellation - Specifies the sales order cancellation indicator. Cancels the D365 sales order or agreement.
Specify the indicator/Customer’s value used to identify the EDI order type.

Examples:

Order type	X12 examples	EDIFACT examples
Order	SA - Stand Alone Order KN - Purchase Order	220 - Order
Agreement	KA - Agreement KB - Blanket Purchase Agreement	221 - Blanket order
Release order	RL - Release or Delivery Order	226 - Call off order

Where used

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

Data entities:

Customer EDI order type group
Customer EDI order type lines