Live webinar · 16 September 2026 · 11:30 AM CT: From Chat to Order: The WhatsApp Sales Agent for SAP Business One Save my Seat
The moment an order is confirmed in SAP Business One, appse ai builds the EDI 940 shipping order, uploads it to your 3PL, then parses the returning EDI 945 with AI to post the delivery note automatically — and alerts your team the instant a shipment comes up short.
Apps used in this template
About this template
Trading EDI 940 and 945 with a 3PL usually means brittle maps, manual file handling, and reconciliation between what was ordered and what actually shipped. This template runs the full cycle automatically. When a new order is created in SAP Business One, appse ai extracts the pick-and-pack detail with AI, generates a standards-compliant EDI 940, and uploads it to the 3PL's FTP/SFTP directory. When the 3PL returns the EDI 945, appse ai parses it — even with non-standard fields — and creates the delivery note in SAP B1, raising a Microsoft Teams alert when the shipped quantity falls short.
Key benefits
Inside the flow
appse ai runs this workflow end to end — from a confirmed SAP Business One order to a posted delivery note. Here is exactly what happens.
The moment a new sales order is created in SAP Business One, the workflow triggers. Every order — regardless of volume or time of day — is captured instantly and queued for EDI dispatch to the 3PL, with no manual handoff.
appse ai processes the order data to extract the precise pick-and-pack details needed to build the EDI 940, so every field is populated from authoritative order data without manual rekeying.
The details are converted into a standards-compliant EDI 940 Warehouse Shipping Order and uploaded directly to the 3PL's designated FTP/SFTP directory the moment the order is confirmed.
Once the 3PL fulfils the order, appse ai downloads the EDI 945 Warehouse Shipping Advice and parses it automatically — extracting every shipped item, quantity, and reference for ERP posting.
The parsed 945 is passed through AI to produce a validated, standards-compliant response — preserving data integrity even when the 3PL's file contains inconsistencies or non-standard fields.
When the shipped quantity matches or exceeds the ordered quantity, appse ai automatically creates a Delivery Note in SAP Business One — updating the ERP with accurate fulfilment data, no manual posting.
When the 3PL ships less than ordered, appse ai creates an adjusted partial Delivery Note in SAP B1 and alerts the inventory and sales teams via Microsoft Teams — enabling a fast commercial response to the shortfall.
Discover how this automated workflow delivers measurable business value for warehouse operations and supply chain efficiency.
01
EDI 940 instructions are generated and uploaded to the 3PL automatically the moment an order is placed in SAP B1 — the entire outbound cycle runs without a manual step.
02
EDI 945 confirmations are downloaded, parsed, and posted as Delivery Notes in SAP Business One — removing the manual reconciliation between 3PL records and ERP fulfilment documentation.
03
Every quantity, item, and reference from the 945 is captured and validated as it arrives, so finance, sales, and operations always know exactly what left the warehouse.
04
When a 3PL ships less than ordered, the discrepancy is caught automatically and the inventory and sales teams are alerted via Teams within seconds — not days later during reconciliation.
05
With delivery notes created automatically once the 3PL confirms shipment, invoicing can begin immediately — compressing the gap between fulfilment and cash collection.
06
Whether you work with one 3PL or ten, appse ai handles every EDI exchange identically, so warehouse partner capacity grows without proportional operations or finance headcount.
07
Standards-compliant 940 and 945 files are generated automatically, reducing chargebacks caused by non-compliant or late EDI transmissions — protecting revenue and trading-partner relationships.
01
EDI 940 instructions are generated and uploaded to the 3PL automatically the moment an order is placed in SAP B1 — the entire outbound cycle runs without a manual step.
02
EDI 945 confirmations are downloaded, parsed, and posted as Delivery Notes in SAP Business One — removing the manual reconciliation between 3PL records and ERP fulfilment documentation.
03
Every quantity, item, and reference from the 945 is captured and validated as it arrives, so finance, sales, and operations always know exactly what left the warehouse.
04
When a 3PL ships less than ordered, the discrepancy is caught automatically and the inventory and sales teams are alerted via Teams within seconds — not days later during reconciliation.
05
With delivery notes created automatically once the 3PL confirms shipment, invoicing can begin immediately — compressing the gap between fulfilment and cash collection.
06
Whether you work with one 3PL or ten, appse ai handles every EDI exchange identically, so warehouse partner capacity grows without proportional operations or finance headcount.
07
Standards-compliant 940 and 945 files are generated automatically, reducing chargebacks caused by non-compliant or late EDI transmissions — protecting revenue and trading-partner relationships.
Keep exploring
Every repetitive process between your ERP, CRM, and business apps has a template. Find yours, customize it, and go live today.
Customize the flow
Customize this workflow to match your specific 3PL integration requirements and business processes.
Questions & answers
Everything you need to know about this template before you deploy it.
Discover how appse ai has helped businesses automate processes and achieve growth through our users' success stories.
Start free — no credit card, no setup calls required. Use this template as-is or customize every step inside the appse ai no-code builder and go live today.
SOC 2
SAP Certified Partner
ISO/IEC 27001
GDPR
