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Supply ChainEDI3PL Fulfillment

Business Central EDI 940 and 945 3PL Sync

Send EDI 940 warehouse shipping orders from Dynamics 365 Business Central to a 3PL over SFTP and post sales shipments from returned EDI 945 files, with Microsoft Teams alerts for short shipments

Apps used in this template

Dynamics 365 Business Central
Dynamics 365 Business Central
OpenAI
OpenAI
FTP/SFTP
FTP/SFTP
Microsoft Teams
Microsoft Teams
Dynamics 365 Business Central
OpenAI
FTP/SFTP
Microsoft Teams

About this template

What This Workflow Does

Teams working with a 3PL re-key shipping orders and confirmations, which delays invoicing and hides short shipments. This template sends an EDI 940 from Dynamics 365 Business Central to the 3PL SFTP folder when an order is released, then reads the returned EDI 945 files on a schedule and posts the sales shipment, adjusting quantities and alerting in Microsoft Teams on short shipments.

Key benefits

  • No manual 940s — Released orders become EDI 940 files and land in the 3PL folder.
  • Shipments posted from 945s — Confirmed quantities post the sales shipment in Business Central.
  • Short shipments caught — Quantity gaps are adjusted and flagged the same day.
  • Right people alerted — Inventory and sales get a Microsoft Teams message on every short shipment.

Template details

Steps
6
Apps
4 integrations
Flow
Dynamics 365 Business Central to 3PL and back
Mode
Triggered
Category
Supply ChainEDI3PL Fulfillment
Version
v1.0

Inside the flow

How the template works

An outbound flow starts when a sales order is released to the 3PL and uploads an EDI 940 by SFTP. An inbound flow checks the 3PL folder on a schedule, parses each EDI 945, compares it to the order and posts the full or adjusted shipment.

01

Detect the released order

appse ai picks up a sales order released to the 3PL warehouse in Business Central and filters it.

02

Build and send the EDI 940

OpenAI structures the pick details, the payload is converted to an EDI 940 and uploaded to the 3PL SFTP directory.

03

Collect EDI 945 files

On a schedule, the flow fetches and downloads new EDI files from the 3PL folder.

04

Compare shipped to ordered

Each EDI 945 is parsed and shipped quantities are checked against the sales order.

05

Post the shipment

Full matches post a sales shipment. Short shipments post with adjusted quantities.

06

Alert on short shipments

The inventory manager and sales team get a Microsoft Teams message about the gap.

Business Benefits

Keep ERP shipments in step with what the 3PL actually sent

01

Faster invoicing

Shipments post as soon as the 945 arrives, so billing can start sooner.

02

Fewer compliance misses

Shipments are posted from confirmed 3PL quantities, not planned ones.

03

Early stock variance alerts

Short shipments reach the inventory manager the same day.

04

One record of fulfillment

Business Central reflects what left the 3PL warehouse.

01

Faster invoicing

Shipments post as soon as the 945 arrives, so billing can start sooner.

02

Fewer compliance misses

Shipments are posted from confirmed 3PL quantities, not planned ones.

03

Early stock variance alerts

Short shipments reach the inventory manager the same day.

04

One record of fulfillment

Business Central reflects what left the 3PL warehouse.

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Customize the flow

Build Your Own Version of This Workflow

Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.

01

New item ledger entries created

Trigger when new item ledger entries are created in Business Central.

02

Contacts updated

Trigger when contacts are updated in Business Central.

03

New customers created

Trigger when new customers are created in Business Central.

04

Customers updated

Trigger when customers are updated in Business Central.

05

New salesorders created

Trigger when new salesorders are created in Business Central.

06

New sales invoices created

Trigger when new sales invoices are created in Business Central.

07

Opportunities created

Trigger when opportunities are created in Business Central.

08

New items created

Trigger when new items are created in Business Central.

09

Items updated

Trigger when items are updated in Business Central.

10

New contacts created

Trigger when new contacts are created in Business Central.

11

New sales shipments created

Trigger when new sales shipments are created in Business Central.

Questions & answers

Frequently asked questions

Everything you need to know about this template before you deploy it.

How does business central edi 940 and 945 3pl sync work?

appse ai sends an EDI 940 to the 3PL when a Business Central order is released, then reads the returned EDI 945 and posts the sales shipment.

What happens on a short shipment?

How are files exchanged with the 3PL?

How often are 945 files checked?

What needs to be in place before it runs?

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