Dynamics 365 Business Central EDI Integration
Your Dynamics 365 Business Central, fully connected to the world
Automate orders, shipments, and invoices across every trading partner — retailers, 3PLs, marketplaces, and carriers — without manual work, errors, or EDI headaches.
90%+
reduction in manual order processing
85%
faster EDI issue resolution
Weeks
not months to go live
Live Transaction Flow
Retail DC — Purchase Order
850 · X12 · Walmart, Target, Amazon
INBOUND
Cleo EDI Platform
Validates, transforms, routes
PROCESSING
Dynamics 365 Business Central Sales Order
Created automatically — no rekeying
CREATED
Advance Ship Notice
856 sent from Posted Sales Shipment
OUTBOUND
Invoice Auto-Generated
810 from Posted Sales Invoice
OUTBOUND
850 Purchase Order
875 Grocery PO
812 Credit/Debit Adjustment
820 Payment/Remittance Advice
945 Warehouse Shipping Advice
944 Warehouse Stock Transfer Receipt
860 PO Change
855 PO Acknowledgment
856 Advance Ship Notice
810 Invoice
940 Warehouse Shipping Order
943 Stock Transfer
846 Inventory Advice
850 Purchase Order
875 Grocery PO
812 Credit/Debit Adjustment
820 Payment/Remittance Advice
945 Warehouse Shipping Advice
944 Warehouse Stock Transfer Receipt
860 PO Change
855 PO Acknowledgment
856 Advance Ship Notice
810 Invoice
940 Warehouse Shipping Order
943 Stock Transfer
846 Inventory Advice
The Real Cost of Manual EDI
When EDI breaks, everything downstream breaks
Growing operations expose the cracks. Every manual touchpoint is a delay, an error risk, and a chargeback waiting to happen.
Without Cleo
- Orders copied by hand from email inboxes into Dynamics 365 Business Central
- Partner-specific requirements tracked in spreadsheets that no one updates
- EDI errors discovered after shipment — triggering costly chargebacks
- New trading partner onboarding takes weeks of back-and-forth
- 3PL warehouse orders managed through phone calls and manual reconciliation
- No visibility into transaction status until a customer calls
With Cleo + Dynamics 365 Business Central
- Orders flow automatically from trading partners into Dynamics 365 Business Central Sales Orders
- Partner configurations standardized with prebuilt mappings and templates
- Errors caught and flagged in real time — before they reach the customer
- New partners onboarded in days with guided configuration workflows
- 3PL warehouse flows fully automated — 940/945/943/944 without manual steps
- Full transaction visibility from PO receipt through invoice delivery
Order Models & Fulfillment Flows
Built for how your business actually ships
Every order flow is different. Cleo's Dynamics 365 Business Central integration handles the full spectrum — from simple bulk wholesale to complex intercompany and 3PL-managed fulfillment.
Out-of-Box
Bulk Wholesale
Traditional wholesale PO / ASN / invoice flow for large-volume B2B shipments to retail distribution centers.
850855856810860846
Out-of-Box
Store-Level SDQ
Ship direct to store with SDQ quantity break by store / ship-to location. Common for mass retail chains.
850855856810
Out-of-Box
Drop Ship
Retailer sends the order; you ship direct to end consumer and invoice the retailer. Zero warehouse touchpoints.
850856
Out-of-Box
Grocery / Specialty Food
Grocery-specific flows using 875 / 880 documents — perishables, DSD, and catch-weight invoice handling.
875880
3PL Warehouse
Outsourced fulfillment with full warehouse document automation — shipping orders, stock transfers, and receipts.
940945943944
Intercompany
Orders and invoices between related legal entities — with transfer pricing rules and intercompany netting.
850855856810860
Mixed Fulfillment
Single orders split across bulk, drop-ship, and store-level fulfillment paths without manual intervention.
850855856810
VMI / Auto-Replenishment
Supplier-managed inventory driven by replenishment signals — keep shelves stocked without manual ordering.
850855846
Credit / Debit Adjustments
Chargeback, deduction, and remittance handling — 812 and 820 flows that keep accounts reconciled.
812820
Deep Document Capabilities
Every document. Every direction. Every trading partner.
Cleo's Dynamics 365 Business Central integration handles the full lifecycle of each EDI document — not just the happy path.
Purchase Order
Inbound from Buyer → Dynamics 365 Business Central Sales Order
- Standard X12 850 inbound processing from any trading partner
- Automatic Dynamics 365 Business Central Sales Order creation — no manual entry
- Header and line-level field mapping including ship-to, items, quantities, and pricing
- Automatic 855 PO Acknowledgment triggered on Sales Order creation
- Duplicate PO detection and rejection with error alerting
- Per-partner segment and field overrides for retailer-specific requirements
850
SourceTrading Partner (X12)
TargetDynamics 365 Business Central Sales Order
DirectionInbound
Auto-trigger855 Acknowledgment
ValidationPre-create + duplicate check
Advance Ship Notice
Outbound to Buyer ← Dynamics 365 Business Central Posted Sales Shipment
- 856 auto-generated from Dynamics 365 Business Central Posted Sales Shipment record
- Multi-level hierarchies — order, shipment, pack, item, and tare structures
- Carton and UCC-128 label support for retail compliance
- Carrier and PRO number writeback to Dynamics 365 Business Central
- Partner-specific ASN format rules and segment requirements
856
SourceDynamics 365 Business Central Posted Sales Shipment
TargetTrading Partner (X12)
DirectionOutbound
HierarchyOrder / Ship / Pack / Item
ComplianceRetail-grade carton labeling
Invoice
Outbound to Buyer ← Dynamics 365 Business Central Posted Sales Invoice
- 810 generated automatically from Dynamics 365 Business Central Posted Sales Invoice
- Header and line-level charge, allowance, and tax mapping
- Cross-references back to original 850 PO number
- Freight and special charge line handling
- Partner-specific invoice formats and segment rules
810
SourceDynamics 365 Business Central Posted Sales Invoice
TargetTrading Partner (X12)
DirectionOutbound
PO ReferenceCross-linked to original 850
ChargesFreight, allowances, taxes
PO Acknowledgment
Outbound to Buyer ← Dynamics 365 Business Central Sales Order
- Auto-generated 855 on SO creation or status change
- Accept, Accept-with-Change, and Reject acknowledgment types
- Line-level acknowledgment with quantity and schedule detail
- Reason code mapping for rejected or modified lines
- Scheduled or event-driven outbound transmission options
855
SourceDynamics 365 Business Central Sales Order
TargetTrading Partner (X12)
DirectionOutbound
TypesAC / AW / RJ acknowledgments
TriggerEvent-driven or scheduled
3PL Warehouse Documents
Bidirectional — Dynamics 365 Business Central ↔ 3PL Warehouse
- 940 Shipping Orders generated from Dynamics 365 Business Central Sales Orders for 3PL fulfillment
- 945 Shipping Advice inbound — triggers Dynamics 365 Business Central Posted Sales Shipment automatically
- 943 Stock Transfer Shipment for inter-warehouse moves
- 944 Stock Transfer Receipt updates Dynamics 365 Business Central Posted Transfer Receipt
- Carrier and tracking number writeback to Dynamics 365 Business Central
- Quantity discrepancy detection and flagging
3PL
940Shipping Order → 3PL
945Shipping Advice ← 3PL
943Stock Transfer → 3PL
944Transfer Receipt ← 3PL
BC RecordSales Order / Shipment / Transfer Order
Inventory Inquiry / Advice
Outbound to Trading Partners ← Dynamics 365 Business Central Inventory
- 846 generated from Dynamics 365 Business Central Item records
- Scheduled transmissions on defined cadence (daily, weekly, on-demand)
- Multi-location inventory aggregation and filtering
- Enables VMI and auto-replenishment programs with buyers
- On-hand, available, and committed quantity breakdowns
846
SourceDynamics 365 Business Central Item
TargetTrading Partner (X12)
DirectionOutbound
ScheduleDaily / Weekly / On-demand
EnablesVMI programs with buyers
Your Complete Trading Ecosystem
Connect Dynamics 365 Business Central to every partner in your network
Retailers, marketplaces, 3PLs, carriers — Cleo connects them all to Dynamics 365 Business Central through a single integration platform.
Retail & Mass Market
Meet the compliance requirements of any retailer without building custom integrations for each one.
WalmartTargetAmazonCostcoHome Depot
eCommerce & Marketplaces
Unified order management across channels — Shopify, Amazon Seller Central, and more all feed Dynamics 365 Business Central automatically.
ShopifyAmazon Seller CentraleBay
Logistics & 3PL
Full warehouse and carrier document exchange — from load tendering to shipment status back into Dynamics 365 Business Central.
C.H. RobinsonXPORyderUPS Supply Chain
Getting Started
From contract to live in weeks
Cleo's structured onboarding approach gets you live fast — without the drawn-out implementation cycles traditional EDI requires.
1
Connect Dynamics 365 Business Central
Establish the integration foundation with prebuilt Dynamics 365 Business Central connectors. No custom development required for standard flows.
2
Configure Your Partners
Accelerate onboarding with prebuilt trading partner profiles and mapping templates for your key retailers and 3PLs.
3
Test & Validate
Structured testing against real partner requirements — catching errors in the test environment, not in production.
4
Go Live & Scale
Monitor every transaction in real time. Add new partners and order models as your business grows — without replatforming.
Customer Outcomes
Teams that trust their EDI
We eliminated manual order entry and scaled operations without adding headcount. Our team finally spends time on the business, not on fixing EDI.
Wholesale Manufacturer
Cleo gave us visibility into every EDI transaction — something we never had before. We now catch issues in minutes instead of finding out from the customer.
Consumer Goods Company
We onboard new trading partners in a fraction of the time. What used to take three weeks now takes three days.
Specialty Retailer
With Cleo, we delivered faster across every system — Dynamics 365 Business Central, Shopify, and EDI. The whole order-to-cash cycle accelerated.
eCommerce Brand
Ready to make Dynamics 365 Business Central your connected supply chain hub?
Talk to a Cleo integration specialist and see exactly how your order flows would work.
We value the 10-year relationship Cleo’s built with us
At the end of the day, we want to be easy to do business with … Cleo helps us accomplish that goal by allowing us to better communicate with both customers and partners. You can’t put a price on that.
Michael Hegarty
Vice President of Technology
