Product: Dynamics 365 for Finance and Operations

Article Link: https://help.truecommerce.com/en/articles/16528147-dynamics-365-for-finance-and-operations-configuring-ship-to-locations

The Ship-To Cross Reference allows the Dynamics 365 for Finance and Operations integration to map an Electronic Data Interchange (EDI) location code transmitted by your Trading Partner on an inbound Purchase Order (850) to a specific delivery address within Dynamics 365 for Finance and Operations. When a Trading Partner sends a Purchase Order that includes a Ship-To location code — such as a distribution center number or store code — this cross reference ensures the system correctly identifies and assigns the matching Dynamics 365 address to the created Sales Order.

Before creating the Ship-To Cross Reference itself, you will first need to configure your Order Type Cross Reference to instruct the system which location code to look for and which matching method to use. Once that is in place, you can then define individual Ship-To Location entries that map each transmitted code to its corresponding Dynamics 365 address.

Each Ship-To Location Cross-Reference is configured based on the Transmitted EDI Ship-To Code sent by your Trading Partner found within the RAW EDI data of the inbound Purchase Order (850) which gets brought into the Inbound Sales Order Mailbox within Finance & Operations

To find the location code your Trading Partner is transmitting, review the raw EDI data on an inbound message within your Sales Order Mailbox by utilizing the EDI ASV view. The Ship-To Code will appear within the N1 Segment with a qualifier of ST (Ship-To) in the fourth element (N104).

Navigate: EDI → Accounts Receivable → (Import )→ Inbound Sales Order Mailbox

Select: The inbound message you wish to review

Select: EDI Advance Ship Verification (ASV) button

Locate: The N1 Segment with the ST qualifier — the fourth value (N104) is your transmitted location code

The Order Type Cross Reference controls how the integration reads and matches Ship-To location codes transmitted by your Trading Partner. You will first need to determine the code your Trading Partner is sending, then configure the Order Type to use it.

Once you have identified the transmitted location code, configure the Order Type Cross Reference to enable Ship-To matching and define how the system should match incoming location codes.

You will need to enabled the Ship To's Cross Reference Lookup Method within each Order Type that you wish to perform Ship-To Location cross-references for.

Navigate: EDI → Accounts Receivable → System Cross References

Navigate: Inbound → Order Types

Select: Desired Order Type

Select: Details

Within your Order Type details you will want to set the Cross Reference Lookup Method under the Ship To group within the general settings.

Navigate: General → Ship-To

Set: Cross Reference Lookup Method

While atypical - your Trading Partner may wish to send Location Codes at at the Item Level rather than, or addition to, the header level.

You can enable the Truecommerce EDI Module to consider Line-Level Location Codes as valid by enabling the Line Item Ship-To option.

Navigate: General → Ship-To

Set: Line Item Ship-To

Save

You can configure whether or not to provide an error report for Inbound Purchase Orders that transmit a blank or missing Ship-To Code allowing your team to be notified whenever your Trading Partner fails to send a Location Code

Navigate: General → Ship-To

Set: No Ship-To Address Assigned

Save

You can additionally setup error reporting for instances in which no match was found within the Location Cross Reference matching the transmitted Ship-To Code on the Inbound Purchase Order sent by your Trading Partner.

Navigate: General → Ship-To

Set: No Ship-To Cross Reference

Save

You will need to configure the Ship-To EDI Qualifiers so that the TrueCommerce extension knows which addresses should be used from your Trading Partner. Since there are often multiple addresses being sent, each one contained with an N1 Segment Loop, you will distinguish between each address by setting a qualifier within the N101 Element

While every Trading Partner determines which EDI Qualifier should be utilized to determine the desired Location Code to be used for shipping based on whether they're doing a direct ship, a cross-dock, or passing to a warehouse. It is common to see the following codes utilized across most Trading Partners

Navigate: EDI → Accounts Receivable → System Cross References

Select: Inbound → (Order Type) → Details

Navigate: Qualifiers → Address Qualifiers → Ship-to

Add/Order: Qualifiers per Trading Partner Requirements

You can add multiple Ship-To Qualifiers into the Address Qualifiers list, where the TrueCommerce Extension will utilize them in the priority marked from top to bottom - using the first qualifier that has a match and using the associated EDI Code to cross-reference with.

You can utilize the Precedence List to control the priority of how you would like the TrueCommerce Extension to assign the Ship-To Address when creating a Sales Order. Choosing to have the system use the address located on your Customer Card, the Transmitted EDI Address, or use the Location Cross-Reference Address when cross-referencing an EDI Code.

This configuration allows you which to utilize, and moving onto the next option when not found. Allowing multiple places to be evaluated for a valid address upon creation.

Navigate: EDI → Accounts Receivable → System Cross References

Select: Inbound → (Order Type) → Details

Navigate: Precedence Lists → Ship-to Addresses Assignment

Add/Order: Precedence Options as Desired

With the Order Type Cross Reference configured, you can now create the Ship-To Location Cross Reference entries. Each entry in the Ship-To Locations fast tab maps one transmitted location code to its corresponding Dynamics 365 delivery address.

Navigate: EDI → Accounts Receivable → Customer Cross References

Select: Desired Customer Entry

Navigate: General → Ship-to Locations

Select: Add/Edit

Enter (Actual Customer): The Finance & Operations Customer Code

Enter (Location Code): The Desired EDI Code Sent from your Trading Partner

Select: OK to save

If your integration is configured to create Transfer Orders from inbound Purchase Orders (850), the following additional fields are available to define the receiving location for the transfer:

rev 08/20/26