File Transfer Configuration
The file transfer for COSMO EDI in Microsoft Dynamics 365 Business Central enables the secure exchange of electronic data between partners. This topic provides a brief overview of the key fields on the relevant pages for managing file transfers.
SFTP in Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central relies on cloud-based architecture, and direct access to files on a local file system is restricted for security and scalability reasons. To facilitate secure file transfers, the system utilizes the Secure File Transfer Protocol (SFTP).
How SFTP Works in Microsoft Dynamics 365 Business Central
SFTP Server Setup
- SFTP servers are configured with essential details, including server code, Azure SFTP service base URL, server hostname, port number, username, and encrypted passwords. Private key authentication can also be set up using private key files and associated passwords.
File Transfer Configuration
- File transfer details, such as a unique code, a descriptive name, and a reference to the configured SFTP server, are specified within Microsoft Dynamics 365 Business Central. Export and import directories are defined, establishing the paths for sending files to and receiving files from the SFTP server.
Azure Functions for SFTP Communication
- To enable communication with the SFTP server, Microsoft Dynamics 365 Business Central connects to specialized Azure Functions. These Azure Functions serve as intermediaries, handling the actual file transfer operations securely.
Secure Communication with Azure Functions
- Communication between Microsoft Dynamics 365 Business Central and the Azure Functions is secured through the Secure Sockets Layer (SSL) protocol. This ensures that data transferred between the ERP system and Azure Functions remains encrypted, safeguarding sensitive information.
Event-Driven Triggers
- Azure Functions are designed to be event-driven. In the context of Microsoft Dynamics 365 Business Central, these functions are triggered automatically based on specific events, such as the initiation of file transfers. This event-driven architecture streamlines file processing workflows.
Azure Function Authentication
- Authentication between Microsoft Dynamics 365 Business Central and Azure Functions is facilitated through Azure Function authentication keys. These keys are securely managed and ensure that only authorized requests are processed.
EDI File Transfer List
The EDI File Transfer List page contains all the necessary configurations for file transfer configurations in COSMO EDI. The EDI File Transfer List page is accessed using the Tell Me feature. Choose the 
icon, enter EDI File Transfer List, and then choose the related link.
Choose the New button to create a new EDI File Transfer Card. On opening the EDI File Transfer Card page, some fields are set by default but can be adjusted as needed.
General FastTab
The fields on this FastTab are described in the following table.
| Field | Description |
|---|---|
| Code | Specifies a unique code for the file transfer setup. |
| Description | Describes the purpose or details of the file transfer configuration. |
| File Transfer Service Type | Indicates the type of file transfer service (e.g., SFTP). For more information, see SFTP Configuration. |
| File Transfer Service Code | Specifies the code associated with the file transfer service. |
| Active | If the toggle is turned on, the file transfer configuration is active. |
EDI Inbox Messages
The EDI Inbox Messages page contains all the necessary configurations for incoming messages in COSMO EDI. The EDI Inbox Messages page is accessed using the Tell Me feature. Choose the icon, enter EDI Inbox Messages, and then choose the related link.
Choose the New button to edit the list and add an inbox message. On opening the EDI Inbox Messages page, some fields are set by default but can be adjusted as needed.
Fields
The fields on this page are described in the following table.
| Field | Description |
|---|---|
| Entry No. | Represents the unique identifier for the inbox message entry. |
| Status | Indicates the current status of the inbox message. The options are: - Imported - Processed - Error - Archived - Processing. |
| File Transfer Code | Specifies the code associated with the file transfer service. |
| Tag | Provides additional information or categorization for the message. |
| File Name | Represents the name of the incoming message file. |
| Directory Path | Indicates the directory path of the incoming message. |
| Imported Date | Displays the date and time when the message was imported. |
| Imported By | Indicates the user who imported the message. |
| Processed Date | Displays the date and time when the message was processed. |
| Processed By | Indicates the user who processed the message. |
EDI Outbox Messages
The EDI Outbox Messages page contains all the necessary configurations for outgoing messages in COSMO EDI. The EDI Outbox Messages page is accessed using the Tell Me feature. Choose the icon, enter EDI Outbox Messages, and then choose the related link.
Choose the New button to edit the list and add an inbox message. On opening the EDI Outbox Messages page, some fields are set by default but can be adjusted as needed.
Fields
The fields on this page are described in the following table.
| Field | Description |
|---|---|
| Entry No. | Represents the unique identifier for the outbox message entry. |
| Partner No. | Specifies the partner or recipient associated with the outbox message. |
| File Transfer Code | Specifies the code associated with the file transfer service. |
| Tag | Provides additional information or categorization for the message. |
| File Name | Represents the name of the outgoing message file. |
| Status | Indicates the current status of the outgoing message. The options are: - To Send - Sent - Error - Archived - Processing. |
| Sent Date | Displays the date and time when the message was sent. |
| Sent By | Indicates the user who sent the message. |
Inbox/Outbox Actions
The actions on the EDI Inbox Messages and EDI Outbox Messages page are described in the following table.
| Inbox/Outbox | Action | Description |
|---|---|---|
| ✓ | Download Message File | Allows users to download the message file associated with the selected inbox or outbox message. |
| ✓ | Import Message File | Enables users to import a message file, creating a new inbox message entry. Choose the Import Message File action and follow the prompts to select and import a file. |
| ✓ | Delete processed messages | Deletes processed messages, providing cleanup for archived or completed messages. Choose the Delete Processed Entries action to initiate the deletion process. |
| Inbox | Receive Files | Initiates the process of receiving incoming files for the inbox. This action is specifically for file transfer via SFTP. Choose the Receive Files action to trigger the reception of new files. |
| Outbox | Send Files | Initiates the process to send outgoing files for the outbox. This action is specifically for file transfer via SFTP. Choose the Send Files action to initiate the sending of selected files. |
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