Supply chain | Supply Chain Management, Commerce

EDI - Sending ASN and invoice electronically

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Posted on by Andrew Wallis

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?

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Rahul Mohta 21,032 on at

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Have seen some EDI' using OData

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

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Andrew Wallis 85 on at

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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.

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Satish Panwar 14,671 Moderator on at

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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.

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Eugen Glasow 6,359 on at

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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.

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