Product: Dynamics 365 for Finance and Operations

Article Link: http://help.truecommerce.com/en/articles/11409000-dynamics-365-for-finance-and-operations-item-qualifiers

The Item Qualifiers configuration built into the TrueCommerce Extension defines how to read and interpret the various Item Numbers that your Trading Partner deals with, allowing you to configure the purpose for various item types based on their EDI Qualifier such as UPC Code (UP), GTIN-14 Number (UK), Vendor Item Number (VN), and Buyer Item Numbers (BP)

EDI Item Qualifiers

Each Item within the PO1 Segment sent through EDI are prefixed with an Item Qualifier (two-character code) that represents that particular type of item allowing them to be easily identified based on their qualifier as apart of the X12 EDI Standard.

Example PO1 Segment

PO1*1*5*EA*149.99**UP*588134577*BP*SRF-183220*VN*1104*UK*0012512~

Defining an Item Qualifier

Since a Trading Partner will often send multiple Item Codes each with a unique Item Qualifier you will need to configure the TrueCommerce Extension to recognize which Item Qualifiers represent the different type of Item Codes for your business process.

The primary reason for configuring an Item Qualifier is to define which incoming item is the Primary Item Number that will be used to cross reference and link your Finance and Operations item numbers with those being sent by your Trading Partner.

Defining Item Qualifiers at the Customer Level

Navigate: EDI → Cross References → Customer Cross Reference → (Customer)

Select: Inbound → (Order Type)

Select: Details

Navigate: Qualifiers (tab) → Item Qualifiers

Select: Add

Set: Item Code Source to Qualifier

Set: Type and Qualifier as needed

Item Code Source

The Item Code Source determines how the system interprets the incoming item information - the default setting of Qualifier is used almost all use-cases. The Standard UPC Field 1 option ignores the qualifier and looks for the X12 EDI Standard UPC Field instead

Qualifier

The X12 EDI Item Qualifier that the TrueCommerce Extension will find the matching Item (Product/Service ID) for based on the PO1 Segment sent by your Trading Partner.

Type

The Type determines the nature of this particular Item Number associated to the Qualifier defined - typically you only need to set the Item Number as that represents the Primary Item Number which will be used to cross reference against your Finance and Operations inventory.

Option	Description
Item Number	The Primary Item Number used for Cross Referencing
UPC	The Universal Product Code (UPC) - stored as an additional field
GTIN	The Global Trade Item Number (GTIN) - stored as an additional field
Alternate Item Number	Alternative Item Number that does not fit a specific standard - stored as an additional field
SCC-14 Number	Shipping Container Code (SCC-14) - stored as an additional field
Color	Color variation of the Item Number (if applicable)
Size	Size variation of the Item Number (if applicable)
Configuration	Configuration of the Item Number (if applicable)
Style	Style variation of the Item Number (if applicable)

Note: Item Number is required - even if your received item is considered the UPC or GTIN number you will want to set at least one to Item Number so that the system can perform item cross references and lookups

Configurable Items

For Configurable Items within Finance and Operations - your Trading Partner may send things such as Color, Size, Style, or Configuration in an additional field on the PO1 Segment while your primary Item Number is sent on another.

By using these fields you in addition to the Item Number you can help the system identify variations of a particular item being order (for example: A red t-shirt vs a blue t-shirt)