--- title: Configuring 3PL EDI Workflow Statuses description: Go to File > Configuration Management > EDI > Trading Partners and select your warehousing trading partner. In Edit mode, go to the Warehouse Order tab and set your workflow statuses as needed. --- [Skip to content](https://hub.acctivate.com/articles/configuring-3pl-edi-workflow-statuses#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets?hsLang=en) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en) 2. [EDI](https://hub.acctivate.com/articles/edi?hsLang=en) 3. [Warehouse - 940/945](https://hub.acctivate.com/articles/edi?hsLang=en#warehouse-940-945) April 10, 2025 # Configuring 3PL EDI Workflow Statuses ## Go to File \> Configuration Management \> EDI \> Trading Partners and select your warehousing trading partner. In Edit mode, go to the Warehouse Order tab and set your workflow statuses as needed. When setting up a 3PL (Third Party Logistics) warehouse trading partner, there are some options that can be configured in relation to Acctivate sales order [workflow statuses](https://hub.acctivate.com/articles/how-to-use-workflow-statuses-in-acctivate?hsLang=en) and the 940 Warehouse Shipping Order transaction. #### **Configuring workflow status for exported orders:** With the 3PL module, Acctivate can export sales orders as a [940 transaction file](https://help.acctivate.com/articles/13811/) to be imported by your 3PL warehouse. There could be any number of orders as part of the export, so we have included an option to allow you to filter which orders should be included in the export. After setting up a 3PL warehouse and a 3PL trading partner you can navigate to the configuration manger to enter in your settings: 1. Go to **File\> Configuration management**. 2. Double click on the **EDI** folder. Then, click on **Trading Partners.** 3. Select your 3PL trading partner and click on the **Warehouse Order** tab. This tab contains the settings for the 940 transaction file. 4. Click **Edit.** 5. **Double Click** in the **Option Name** field. 6. Choose **FilterOrdersByWorkFlow. ** - Click in the **Setting** section and choose which workflow status you would like to be included in the 940 export file. For example, you may want to use the workflow status “Ready to Pick”. If you set it to that, then only orders that have that workflow status “Ready to Pick” would be included in the export. 7. Choose **OrderWorkflowStatus**. - Click in the **Setting** section and choose the workflow status that you want the order to be set to after it exports. For example, you may want to use the workflow status “Pick in Progress”. If you did that, then once the orders export out as a 940 the workflow status would get updated to “Pick in Progress”. 8. Click **Save.** If no option is setup, Acctivate will export only orders that have the workflow status configured with the status code of “R – Ready to Pick”. #### **Workflow status for imported shipment information** After importing in the [945 Warehouse Shipping Advice](https://help.acctivate.com/articles/13724/), Acctivate will set those orders to have the workflow status of Shipped. 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