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HomeTemplatesEDI 940/945 Automation for SAP Business One — Warehouse Shipping and Receiving, End to End
LogisticsEDI & 3PL Popular

EDI 940/945 Automation for SAP Business One — Warehouse Shipping and Receiving, End to End

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

SAP Business One
SAP Business One
FTP SFTP
FTP SFTP
OpenAI
OpenAI
microsoftteams
microsoftteams
SAP Business One
FTP SFTP
OpenAI
microsoftteams

About this template

What This Workflow Does

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

  • No manual EDI file handling — 940 files are generated and uploaded to the 3PL the moment an order is placed.
  • Automatic ERP posting — 945 confirmations become delivery notes in SAP Business One with no re-keying.
  • Short shipments caught instantly — Discrepancies alert your team via Teams within seconds, not days.
  • Fewer retailer chargebacks — Standards-compliant 940/945 files reduce non-compliance penalties.

Template details

Steps
7 automated steps
Apps
4 integrations
Flow
SAP Business One ↔ 3PL (EDI 940/945)
Mode
Event-driven + inbound (order → 940, 945 → delivery note)
Category
LogisticsEDI & 3PL
Version
v1.0

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Customize the flow

Build Your Own Version of This Workflow

Customize this workflow to match your specific 3PL integration requirements and business processes.

01

Items price updated

Triggered when a existing item prices are updated in the SAP B1

02

New incoming payments created

Triggered when a new incoming payment is created in the SAP B1

03

New orders created

Triggered when a new order is created in the SAP Business One

04

New Purchase Delivery Notes Created

Triggered when a new purchase delivery note is created in SAP Business One.

05

New service calls created

Triggered when a new service call is created in the SAP B1

06

Business partners updated

Triggered when a business partner is updated in the SAP B1

07

New business partners created

Triggered when a new business partner is created in the SAP B1

08

New returns created

Triggered when a new return request is created in the SAP B1

09

New AR invoices created

Triggered when a new AR invoice is created in the SAP B1

10

New quotations created

Triggered when a new quotation is created in the SAP B1

11

New Credit Note created

Triggered when a new AR credit note is created in the SAP B1

12

Items updated

Triggered when a existing item is updated in the SAP B1

13

New deliverynotes created

Triggered when a new delivery note is created in SAP Business One.

14

New activities created

Trigger when new activities are created in SAP Business One.

15

New items created

Triggered when a new item is created in the SAP B1

16

New Purchase Orders created

Triggered when a new purchase order is created in the SAP B1

Inside the flow

How the template works

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.

01

New order detection in SAP B1

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.

02

AI-powered pick-and-pack extraction

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.

03

EDI 940 generation and upload

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.

04

EDI 945 download and parsing

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.

05

AI-assisted 945 processing

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.

06

Full shipment — delivery note creation

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.

07

Short shipment — partial delivery and alert

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.

Business Benefits

Discover how this automated workflow delivers measurable business value for warehouse operations and supply chain efficiency.

01

Eliminate manual EDI file handling

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

Post to the ERP automatically from 3PL confirmations

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

See what the 3PL actually shipped, in real time

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

Detect short shipments early

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

Accelerate invoicing and cash collection

With delivery notes created automatically once the 3PL confirms shipment, invoicing can begin immediately — compressing the gap between fulfilment and cash collection.

06

Scale across multiple 3PLs without headcount

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

Improve retailer compliance and reduce chargebacks

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

Eliminate manual EDI file handling

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

Post to the ERP automatically from 3PL confirmations

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

See what the 3PL actually shipped, in real time

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

Detect short shipments early

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

Accelerate invoicing and cash collection

With delivery notes created automatically once the 3PL confirms shipment, invoicing can begin immediately — compressing the gap between fulfilment and cash collection.

06

Scale across multiple 3PLs without headcount

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

Improve retailer compliance and reduce chargebacks

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.

Questions & answers

Frequently asked questions

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

What are EDI 940 and EDI 945?

EDI 940 is the Warehouse Shipping Order a supplier sends to a 3PL to request a shipment; EDI 945 is the Warehouse Shipping Advice the 3PL returns to confirm what was actually shipped. This template automates both with SAP Business One.

What does this SAP Business One EDI template do?

How does it handle short shipments?

Does it work with any 3PL?

How does AI help with EDI processing?

Which systems does this template connect?

How long does it take to go live?

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Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Ramez Tacrity
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I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
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Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
Jason Mitchell
MD, All Marine Spares
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Dan Gerber
Dan Gerber
CEO, Designer Boys
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Columb McCluskey
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Richard Grew
Renegade Brewery

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