Overview

The EDI 945 Warehouse Shipping Advice transaction confirms a shipment. A warehouse can use this transaction to notify a trading partner that a shipment has been made.

Prerequisites

Before continuing with the EDI 945 configuration, make sure EDI is properly configured in SalesPad by reviewing the following documentation:

• EDI Installation

• EDI Processing

• Data Cross Reference

• Business Object Mapping

• EDI Server Connection Setup

• EDI Trading Partner Setup

Data Cross Reference

Select the EDI tab on the ribbon and open the Data Cross Reference screen.

Click the New button to add a new trading partner and set the following columns:

Make sure the new trading partner is selected and then fill out the following mapping tabs as needed:

• Addresses

• Items

• Units of measures

• Currencies

• Payment terms

• Shipping methods

Save all changes and close the Data Cross Reference screen.

Business Object Mapping

Select the EDI tab on the ribbon and open the Business Object Mapping screen.

Click the New button to add a new transaction and set the following columns:

The EDI 945 (Warehouse Shipping Advice) and EDI 856 (Ship Notice Manifest) business object mappings share the same default fields. To get the 945 to work correctly, remove the following fields:

• All fields mapped to SalesDocument in the Business Object column except DepositorOrderNumber and PurchaseOrderNumber under the OrderLevel > OrderHeader node. Even the TradingPartnerId field needs to be removed.

• The Static Values under the Shipment > Header > ShipmentHeader node.

• Any fields with a blank Property Name column value. For example, the Shipment > Header > Address node has various lines with CustomerAddr in the Business Object column, but it has a blank cell in the Property Name column because it isn't used in the 945.

Save all changes and close the Business Object Mapping screen.

EDI Processing

Select the EDI tab on the ribbon and open the EDI Processing screen.

Steps

To process an EDI 945 transaction, follow these steps:

1. Click the Send button and select the relevant EDI provider in the prompt.

2. Select the 945 XML file that should be processed and click Open.

3. Select the directory and click OK.

4. Click the Retrieve button to process the transaction. A message should appear in the Transaction Log grid that the transaction was processed successfully.

Note: Processing errors are usually caused by missing mappings on the Data Cross Reference screen or missing serial/lot numbers in Dynamics GP. Ensure that the packing information in the 945 XML file, such as serial/lot numbers, exists in GP before processing the 945 transaction.

Example

A sample order ORD1010 for the AARONFIT0001 (Aaron Fitz Electrical) customer has a non-tracked item 128 SDRAM, lot-tracked item WIRE-MCD-0001, and serial-tracked item 100XLG. All items have a quantity of 2 and are fully allocated but not yet fulfilled.

The following 945 XML will fulfill and pack order ORD1010:

Non-tracked item fulfillments will be updated to show the assigned quantities:

Lot-tracked item fulfillments will be updated to show the quantities for the specified lots:

Serial-tracked item fulfillments will be updated to show the specified serial items:

The order shipment and packages will be created to match what is detailed in the 945: