Optimized sales order processes in Dynamics 365 with EDI
Order-to-Cash (O2C) describes the entire process of order processing from order entry to receipt of payment.
This process can be divided into several sub-areas:
- Sales order entry and creation
- Transmission of the order confirmation to customers
- Shipping and delivery of the goods
- Invoicing and receipt of payment
Sharing information with customers is critical to creating transparency while reducing errors, costs and lead times. Find out how electronic data interchange (EDI) in conjunction with FlexxLink for Dynamics 365 can help you achieve this.
Create sales orders in Dynamics 365 Finance SCM
Sales orders are created in Dynamics 365 Finance SCM manually or as a result of upstream processes. Frequent triggers for orders are customer orders, blanket orders or intercompany orders.
While orders can of course be created manually within Dynamics 365 Finance & SCM, the use of electronic data interchange (EDI) offers numerous advantages:
- Order data is transmitted in real time and completely electronically
- Master data is continuously checked on the customer and supplier side
- Reduced resource expenditure and greater transparency
FlexxLink offers a wide range of services for processing orders via EDI:
- Messages can be delivered directly to the FlexxLink Dyanmics 365 REST API endpoint
- Order data is validated, released and flows directly into an order in Dynamics 365
- Message formats and content can be specifically adapted for each trading partner. For example, FlexxLink supports the receipt of EDIFACT ORDERS/ORDCHG messages and identification based on GLN, article numbers and GTIN codes.
Send order confirmations to customers via EDI
Once the internal processes for creating the order have been completed, the information contained therein is sent to the customer as part of an order confirmation.
While this can be done in the traditional sense using PDF or e-mail, FlexxLink also offers the option of sending order confirmations automatically using ORDRSP.
Deliver goods & provide shipping information via EDI
The shipping of goods includes numerous processes within Dynamics 365 Finance & SCM - these include
Order release: The order must be released to start the pick & pack process.
Picking: The items are taken from the warehouse and prepared for dispatch.
Packaging: The picked items are packed and prepared for dispatch.
Goods issue posting: The stock postings for goods issue are created.
Once the previous steps have been completed, the delivery bill is created and sent to the customer.
The electronic transmission of shipping information in particular can merge customer and supplier-side supply chain processes to a greater extent and thus ensure efficiency gains.
In addition to the organizational preparations in the receiving warehouse, system-side preparations can also be made at an early stage, for example the registration of load carriers or stock bookings.
FlexxLink for Dynamics 365 Finance & SCM enables the transmission of shipping and delivery documents in DESADV format.
Electronic invoicing to customers with EDI
Once the goods have been delivered to the customer, invoicing takes place in Dynamics 365 Finance & SCM.
The creation of outgoing invoices is based on individual parameters and is increasingly leading to electronic invoicing (xRechnung, ZUGFeRD).
With FlexxLink, outgoing invoices can also be transmitted electronically to customers as part of the order processing process - numerous electronic invoice formats and standards such as INVOIC are supported.
Integration options with FlexxLink
Point-to-Point EDI
with Lasernet
Easily implement direct connections with customers & suppliers.
Connection to SEEBURGER BIS
Scaling effects through fast connection & standardization.
Processing with
Azure Logic Apps
Establish EDI communication with Azure Logic Apps.