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Session Id : 1M9j8iVCPDr2nDVg6TvqNt
Supply chain | Supply Chain Management, Commerce
Suggested answer

EDI - Sending ASN and invoice electronically

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Posted on 30 Oct 2019 10:15:35 by 85

I have an existing AX 2009 customer looking to move to Dynamics 365. They currently use the application integration framework to generate an xml version of their sales delivery notes and invoices for certain customers. The xml is generated using the "send electronically" button on the invoice journal and delivery note journal forms and the xml file is written to a folder on the server from which it is then picked up by a 3rd party EDI provider for onward processing.

I'm trying to work out how best to replicate this in Dynamics 365. I can see that the invoice journal form has a "send" button that looks to use an electronic reporting configuration defined in the parameters. However I can only see configurations for specific country invoice formats available in LCS. For the delivery note (packing slip) the journal form no longer has a button to send electronically at all.

What is the correct way to send an ASN and sales invoice electronically in Dynamics 365?

  • Suggested answer
    Eugen Glasow Profile Picture
    6,357 on 06 Nov 2019 at 20:40:23
    RE: EDI - Sending ASN and invoice electronically

    Yes, there is a standard way of sending ASNs out of D365, a "correct" way if you wish ;)

    Grab a chair and take a deep breath, this is going to be quite a journey:

    cloudblogs.microsoft.com/.../

    kashperuk.blogspot.com/.../walkthrough-processing-of-inbound-asns.html

    Sending invoices electronically works in a few special, alternatively gifted countries like Italy or Spain, that's right: http://erconsult.eu/blog/electronic-reporting-italian-einvoicing-fatturapa-cig-and-cup-numbers-riba/

    Un-locking this and modifying e.g. the Italian format should not be a serious challenge for a developer.

  • Suggested answer
    Satish Panwar Profile Picture
    14,651 Moderator on 30 Oct 2019 at 10:55:56
    RE: EDI - Sending ASN and invoice electronically

    Hi Andrew,

    Given the volume, suggesting to go down manual export using Data Entities. You can try to see if entity exists for what you are trying to do, if not build one. It can help you export data in XML format as well.

    Assuming you don't need to send PDF electronically instead send data in XML using 3rd party provider.

  • Andrew Wallis Profile Picture
    85 on 30 Oct 2019 at 10:32:34
    RE: EDI - Sending ASN and invoice electronically

    It is a low volume of transactions that need to go via EDI as there are only a couple of customers that require it (but big important customers). I'm only looking at 10 to 15 orders per month.

  • Suggested answer
    Rahul Mohta Profile Picture
    21,014 on 30 Oct 2019 at 10:23:01
    RE: EDI - Sending ASN and invoice electronically

    Have seen some EDI' using OData

    However based on volumne could consider using QuartzAx/recurring integration/Logic apps/etc.

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