Purchase orders, ship notices, and invoices from every trading partner, turned into automated transactions inside Microsoft Dynamics 365 Finance and Supply Chain Management. Folio3 handles the mapping, the onboarding, and the monitoring, so your team stops rekeying documents and starts shipping on time.
Retailers and OEMs will not trade with a supplier who cannot exchange EDI transactions. Yet Microsoft Dynamics 365 ships without an EDI engine, so the gap lands on your team. Here is where it hurts.
A late or malformed advance ship notice, a missing label, a wrong invoice format, and the deduction hits your margin. Compliance penalties from large retailers add up fast across a year.
Without integration, an 850 purchase order gets typed into a sales order by hand, and an 810 invoice gets built line by line. Every keystroke is a chance for an error a trading partner will bill you for.
Traditional value added networks charge per transaction and per kilocharacter. As order volume and partner count climb, the bill climbs with it, with no ceiling in sight.
When documents live in a separate portal, finance and operations lose the single view they need. Nobody can see, inside the ERP, which orders are stuck and which invoices are unacknowledged.
Every new customer means new maps, new specs, and weeks of testing. Onboarding delays hold up revenue and frustrate the buyer waiting to place a first order.
Manufacturing runs on planning schedules and shipping schedules. If 830 and 862 releases never reach master planning, your shop floor plans on stale demand.
Microsoft Dynamics 365 gives you strong integration plumbing, but not an EDI translator. Folio3 builds the layer that turns X12 and EDIFACT documents into records Dynamics 365 can read and write, then keeps it running.
The Data Management Framework, Recurring Integrations, Business Events, and Azure services move structured data in and out. They are the pipes, not the translator.
Trading partners send ANSI X12 in North America and EDIFACT internationally. Someone has to parse, validate, and map every partner variation. That is the work Folio3 owns.
Documents flow both ways, acknowledgments and exceptions surface inside the ERP, and your team manages EDI where they already work.
A complete EDI integration for Microsoft Dynamics 365, tuned for the way manufacturers actually trade.
Full support for ANSI X12, EDIFACT, and flat-file formats, so you can trade with any partner in the US or abroad.
Every retailer and OEM has its own spec. We build and maintain a map per partner, so a big-box 850 and an automotive 830 both land clean.
Inbound 850 orders become sales orders, 855 confirmations go back, 856 ship notices go out, and 810 invoices post without rekeying.
Generate advance ship notices and compliant shipping labels straight from Dynamics 365 warehouse transactions to avoid label chargebacks.
830 planning releases and 862 shipping schedules feed demand into master planning, so production plans on live signals.
Failed maps, missing acknowledgments, and out-of-spec documents raise alerts and sit in a staging area for review before they cause a chargeback.
Track every transaction, status, and error from within the ERP, so finance and operations share one source of truth.
Scale EDI across legal entities, plants, and high transaction volumes without standing up a separate system for each.
Automatic functional acknowledgments confirm receipt to partners and catch the silent failures that turn into disputes.
Tap any transaction set to see what it does and how Folio3 maps it into Microsoft Dynamics 365 Finance and Supply Chain Management.
| Code | Name | Direction | Maps in Dynamics 365 to |
|---|---|---|---|
| 850 | Purchase Order | →Inbound from customer | Sales order (Order to cash) |
| 855 | PO Acknowledgment | ←Outbound to customer | Sales order confirmation |
| 860 | PO Change | →Inbound from customer | Sales order change |
| 856 | Advance Ship Notice | ←Outbound to customer | Warehouse shipment and packing |
| 810 | Invoice | ←Outbound to customer | Customer invoice (Accounts receivable) |
| 820 | Payment / Remittance | →Inbound from customer | Payment and settlement (AR) |
| 850 | PO to Supplier | ←Outbound to supplier | Purchase order (Procurement) |
| 830 | Planning Schedule | →Inbound from customer | Demand into master planning |
| 862 | Shipping Schedule | →Inbound from customer | Release and shipment scheduling |
| 866 | Production Sequence | →Inbound from customer | Sequenced production and delivery |
| 846 | Inventory Advice | ⇆Bi-directional | On-hand and ATP inventory |
| 940 | Warehouse Ship Order | ←Outbound to 3PL | Outbound to 3PL warehouse |
| 945 | Warehouse Ship Advice | →Inbound from 3PL | Shipment confirmation from 3PL |
No transaction codes match that search. Clear the search or pick another process.
Most manufacturers only use a fraction of what Business Central can do. We help you unlock the rest, from production planning to real-time inventory tracking, so your Microsoft investment actually matches how you operate.
Most EDI vendors sell you their proprietary network and bill per transaction. Folio3 sells outcomes on Dynamics 365, and stays neutral on the engine underneath.
| What to compare | Typical EDI network vendor | Folio3 on Dynamics 365 |
|---|---|---|
| Core offering | One proprietary network and a subscription | Per-transaction and per-character fees that grow with volume |
| Pricing model | Per-transaction and per-character fees that grow with volume | Flat-fee option via Burq iPaaS, so cost stays predictable |
| Scope in your business | Mostly order-to-cash document exchange | EDI wired into production, master planning, warehouse, and finance |
| Flexibility | Locked to a single vendor and network | Vendor-neutral, works with your existing provider or a custom build |
| Dynamics expertise | EDI specialists, ERP as an afterthought | 15+ years and 300+ projects across Microsoft Dynamics |
| Data visibility | A separate portal to log into | Transactions, status, and exceptions inside Dynamics 365 |
Book a free consultation. We will review your partners, your mandates, and your Microsoft Dynamics 365 setup, then show you the fastest path to compliant, automated EDI.
Gold Microsoft Solutions Partner with manufacturing customers across discrete, process, food, and agricultural sectors.
We will assess your trading partners and show you the shortest path to automated, compliant EDI for manufacturing.
No. Neither Microsoft Dynamics 365 Finance and Supply Chain Management nor Business Central includes a built-in EDI translation engine. Microsoft provides the integration frameworks that move data in and out, including the Data Management Framework, Recurring Integrations, Business Events, and Azure services. The parsing, validation, and partner-specific mapping of X12 and EDIFACT documents is added through a middleware, iPaaS, or ISV layer. Folio3 builds and operates that layer for you.
An EDI transaction is a standardized electronic business document, identified by a number, that replaces a paper form between trading partners. Manufacturers most often exchange the 850 purchase order, 855 acknowledgment, 856 advance ship notice, 810 invoice, and the 830 planning schedule and 862 shipping schedule that drive production. Logistics adds the 940 and 945 for 3PL warehouses, and the 997 functional acknowledgment confirms receipt.
EDI, or electronic data interchange, is the automated exchange of standardized business documents between the computer systems of trading partners, with no manual entry. In a manufacturing supply chain, it lets your customers, suppliers, and carriers send orders, schedules, ship notices, and invoices straight into your ERP, so information moves in minutes instead of days and without the errors of rekeying.
Both. We deliver EDI integration for Microsoft Dynamics 365 Finance and Supply Chain Management, which suits larger and more complex manufacturers, and for Business Central, which fits leaner operations. If you are evaluating which application fits your business, that assessment is part of our first conversation.
Yes. Folio3 is vendor-neutral. If you already use a value added network or an EDI service such as a major retail network, we integrate it into Dynamics 365 rather than forcing a rip and replace. If you would prefer to reduce per-transaction cost, we can also move you onto a flat-fee Burq iPaaS layer. The recommendation is based on your partners and volume, not on a product we need to sell.
Traditional networks charge per transaction and per kilocharacter, so your EDI bill rises with every order and every new partner. Folio3 offers a flat-fee integration option through Burq iPaaS, which keeps cost predictable as you scale. We will model both approaches against your real volume so you can see the difference before deciding.
We support ANSI X12, common in North America, and EDIFACT for international trade, along with flat-file and XML formats. For transport we work with AS2, SFTP, OFTP, and value added networks, and we connect to Dynamics 365 through its supported frameworks and APIs. Whatever a given trading partner requires, we can meet it.
It depends on the number of trading partners, the transaction sets involved, and your Dynamics 365 configuration. A focused rollout for a first partner and core order-to-cash flows moves faster than a full multi-partner program. After the assessment we give you a phased plan with a partner onboarding order, so you can start trading with your highest-priority customer first.
Chargebacks usually come from a late or non-compliant advance ship notice, a wrong label, or an out-of-spec invoice. We generate compliant ASNs and GS1-128 labels from your Dynamics 365 warehouse transactions, validate documents against each partner spec before they go out, and raise exceptions in a staging area so a person can fix an issue before a partner bills you for it.
