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How to structure EDI integration with 3PL while using AWS in D365 F&O?

Hi, Koen

I can suggest a solution for integrating EDI with a 3PL while using Advanced Warehousing (AWS) in D365 Finance and Operations (F&O). Here's an approach you can consider:

Determine the Disconnect Data Point: The disconnect data point refers to the stage at which you hand over the purchase orders (POs) and sales orders (SOs) to your external 3PL for warehouse operations. In the case of AWS, you can consider the following approach:

a. Order Creation: You create the POs and SOs in D365 F&O.

b. Release to Warehouse: Once the orders are approved and ready for warehouse processing, you can release them to the warehouse. At this point, you "hand over" the orders to the 3PL.

c. Confirmation of Receipt: The 3PL confirms the receipt of the orders, indicating that they have taken ownership of the warehouse work.

This disconnect data point occurs when the orders are released to the warehouse and acknowledged by the 3PL.

EDI Integration: To facilitate EDI integration with the 3PL, you need to establish a communication channel and data format for exchanging order information. The chosen EDI structure will depend on the capabilities and preferences of your 3PL. Commonly used EDI standards include ANSI X12, EDIFACT, and XML-based formats.

a. Data Mapping: Map the relevant data fields from D365 F&O (such as order details, item information, quantities, and addresses) to the EDI structure used by the 3PL.

b. Data Transformation: Use integration tools or custom code to transform the D365 F&O data into the EDI format required by the 3PL.

c. Data Exchange: Establish a secure and reliable communication channel (e.g., AS2, SFTP, or web services) to exchange EDI files with the 3PL. This can be done through integration middleware or directly from D365 F&O.

Consolidation of Lines: As you mentioned, one of the reasons for switching to AWS is to control the consolidation of lines. In AWS, you can leverage the advanced warehouse management capabilities to consolidate multiple order lines into a single work order.

a. Configuration: Set up consolidation rules and policies in D365 F&O to determine when and how lines should be consolidated based on your business requirements.

b. Work Order Generation: Once the orders are released to the warehouse, AWS can automatically generate work orders based on the consolidation rules, grouping the relevant order lines.

c. Communication: Communicate the consolidated work orders to the 3PL using the established EDI integration. Provide the necessary information for the 3PL to perform the put, pick, and pack operations.

Hand-Over Back: The hand-over back occurs when the 3PL completes the warehouse operations and communicates the updates back to D365 F&O. The exact timing depends on the workflow and process you have established with the 3PL. The key steps are as follows:

a. Work Order Completion: The 3PL marks the work orders as completed in their system.

b. Shipment Confirmation: The 3PL provides shipment confirmation and relevant details (e.g., tracking numbers, carrier information) to D365 F&O.

c. Receipt of Goods: Once the goods are received at their destination, the 3PL updates the status in their system, and this information is communicated back to D365 F&O.

Best regards,

Siv Sagar

This post is my own opinion and does not necessarily reflect the opinion or view of my company.

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