Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Lewis Rosenberg]

Hello,

We have some messages that we print at the end of our invoices generated by NAV.  I’m looking to see if there is an #EDI segment that is commonly used to include such messages.  One message, for example, is about our policy for submitting allowance or adjustment claims.

I researched and found that there is an NTE (notes) segment for the EDI810, but I also read that using it should be avoided.  I have a feeling that if the segment is not on the EDI partner’s mapping requirements, it will either be ignored or cause an  error.

?????#Trade

——————————
Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA

NAVUG Board of Advisors, Programming
NAVUG Programming Committee
NAVUG Membership Committee
——————————
??

[Andrew Good]

The challenge is that you need to find a field that your Trading Partner will accept. How often does the message change? Very few trading partners will be looking (and possibly mapping) fields that are not directly related to the transaction. Is there another way that you could accomplish this (e.g. having an annual EDI review and update of terms with you Trading Partners)?

——————————
Andrew Good
President
Liberty Grove Software
Oakbrook Terrace IL
——————————
——————————————-

[Holly Kutil]

Lewis, I find they choose not to map the messages even if they are sent.  Have you thought about sending those policies email to their Controller requiring a sign off on them from the EDI Partners?

Or if they can and will receive a separate Text document (864), you could send them by EDI

——————————
Holly Kutil ~ NAVUG All-Star
American Ring/Business Intelligence Dir.
Solon, OH 44139
**Great Lakes Chapter**
?? Women In Dynamics ??
——————————
——————————————-

[Lewis Rosenberg]

?Thanks for the replies.  I think I need to have my Finance team understand that EDI is more about the transaction and not so much about communication of non-transactional information.  Its not “in your face” like a printed message on a printed invoice.

——————————
Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA

NAVUG Board of Advisors, Programming
NAVUG Programming Committee
NAVUG Membership Committee
——————————
——————————————-

[Peter Dalfen]

Hi Lewis,

Roughly speaking this is what I’d recommend:

 

1. Ask for the 810 EDI guide (each TP has unique spec guide)
2. Check whether the NTE Note/Special Instruction or the MSG Message Text are in the guide
3. If one of them is supported then confirm with them first if the text message can be sent or not (most of the time the guides are not updated or say something that doesn’t match with the rules of the business)
4. Or the easiest solution would be to ask the TP in which segment this information can be sent

 

 

I hope you have found this information helpful if you have any further questions or need any additional information, please do not hesitate to ask.

Best,

Peter

——————————
Peter Dalfen
Channel Manager | Microsoft Dynamics NAV
DiCentral
Houston TX
——————————
——————————————-