Dynamics AX 2009 supported fields
This table lists the Dynamics AX 2009 fields that are supported by ReadSoft Online.
- N/A = Not applicable. The field is neither required nor useful in the context of ReadSoft Online.
- N/S = Not supported. The field is not supported by ReadSoft Online.
Document part | ReadSoft Online internal name | Level | Mandatory | Registration journal field | Approval journal field | Invoice journal field | Vendor invoice field | Notes |
---|---|---|---|---|---|---|---|---|
Journal name | N/A (see notes) | Header | Yes | Journal name | Journal name | Journal name | N/A | For registration journals: Taken from AIF settings.
For approval and invoice journals: Taken from Online Connect configuration.
|
Supplier | Supplier.ExternalId | Header | Yes | Account | Vendor account | Account | Invoice Account | |
Buyer | Buyer.ExternalId | Header | Yes | Company | Company | Company | Company | Buyer external ID maps to the Dynamics AX company ID. |
Track id | Document.TrackId | Header | Document | Document | Document | N/S | ||
Invoice number | InvoiceNumber | Header | Yes | Invoice | Invoice | Invoice | Number | |
Invoice date | InvoiceDate | Header | Yes | Document date | Document date | Document date | Invoice Date | |
Due date | InvoiceDueDate | Header | Due date | Due date | Due date | Due Date | If not sent from ReadSoft Online, calculated from vendor payment terms. | |
Posting date | PostingDate (custom header field) | Header | Date | Date | Date | Posting Date | If not sent from ReadSoft Online, set to current system date. | |
Order number | InvoiceOrderNumber | Header | Order number | N/A | N/A | Order number | Also used to determine whether the invoice is PO based. Also used as default order number for lines. | |
Gross amount | InvoiceTotalVatIncludedAmount | Header | See notes | Credit (for invoices), Debit (for credit notes) | N/A | Credit (for invoices), Debit (for credit notes) | N/A | Gross amount is used if the journal type is configured as Amount includes sales tax. Otherwise, the Net amount field is used. |
Net amount | InvoiceTotalVatExcludedAmount | Header | See notes | Credit (for invoices), Debit (for credit notes) | N/A | Credit (for invoices), Debit (for credit notes) | N/A | Gross amount is used if the journal type is configured as Amount includes sales tax. Otherwise, the
Net amount field is used.
The Net amount field is also used to create a coding suggestion row sent back to ReadSoft Online (if the Workflow service is enabled in ReadSoft Online). |
Vat amount | InvoiceTotalVATAmount | Header | Sales tax amount (or corrected sales tax amount) | N/A | Sales tax amount (or corrected sales tax amount) | N/A | ||
Currency | InvoiceCurrency | Header | Yes | Currency | Currency | Currency | Currency | Also used for coding rows. |
Sales tax group | SalesTaxGroup (custom header field) | Header | Sales tax group | N/A | Sales tax group | N/A | If not sent from ReadSoft Online, taken from configuration in Online Connect. | |
Item sales tax group | ItemSalesTaxGroup (custom header field) | Header | Item sales tax group | N/A | Item sales tax group | N/A | If not sent from ReadSoft Online, taken from configuration in Online Connect. | |
Text | Text (custom header field) | Header | Free text | Transaction text | Transaction text | Invoice Description | If not sent from ReadSoft Online, taken from configuration in Online Connect. | |
Approver | Approver (custom header field) | Header | Approved by | Approved by | N/A | N/A | If not sent from ReadSoft Online, taken from configuration in Online Connect. | |
Payment term | N/A (see notes) | Header | Terms of payment | Terms of payment | Terms of payment | Terms of payment | Taken from vendor. | |
Payment method | PaymentMethod | Header | Method of payment | Payment specification | Method of payment | Method of payment | If not sent from ReadSoft Online, taken from vendor. | |
Payment specification | PaymentSpecification | Header | Payment specification | Payment specification | Payment specification | Payment specification | If not sent from ReadSoft Online, taken from vendor. | |
Payment id | PaymentReferenceNumber | Header | Payment ID | Payment ID | Payment ID | Payment ID | If not sent from
ReadSoft Online, taken from vendor.
Special treatment for certain document types such as Danish invoices. |
|
Account type | AccountType | Coding row | N/A | Account type | Account type | N/A | Only Ledger (default) and Project are supported. | |
Account | AccountCode | Coding row | See notes | N/A | Account | Account | N/A | Mandatory if coding is performed in ReadSoft Online. |
Debit or Credit Amount | Amount | Coding row | See notes | N/A | Debit or Credit Amount | Debit or Credit Amount | N/A | Mandatory if coding is performed in ReadSoft Online. |
Sales tax group | SalesTaxGroup (custom coding field) | Coding row | N/A | Sales tax group | Sales tax group | N/A | If not sent from ReadSoft Online, taken from configuration in Online Connect. | |
Item sales tax group | ItemSalesTaxGroup (custom coding field) | Coding row | N/A | Item sales tax group | Item sales tax group | N/A | If not sent from ReadSoft Online, taken from configuration in Online Connect. | |
Dimensions (multiple) | (custom coding fields) | Coding row | N/A | Dimensions (multiple) | Dimensions (multiple) | N/A | Multiple fields, depending on customer setup. For example, Department and Segment. | |
Text | Text (custom coding field) | Coding row | N/A | Free text | Transaction text | N/A | If not sent from ReadSoft Online, taken from configuration in Online Connect. | |
Project number | AccountCode | Project coding row | See notes | N/A | Project number | Project number | N/A | Mandatory if project coding is performed in ReadSoft Online. |
Project category | ProjectCategory | Project coding row | See notes | N/A | Project category | Project category | N/A | Mandatory if project coding is performed in ReadSoft Online. |
Project employee | ProjectEmployee | Project coding row | N/A | Project employee | Project employee | N/A | ||
Project line property | ProjectLineProperty | Project coding row | N/A | Project line property | Project line property | N/A | ||
Project sales currency | ProjectCurrency | Project coding row | N/A | Project sales currency | Project sales currency | N/A | ||
Project sales price | ProjectSalesPrice | Project coding row | N/A | Project sales price | Project sales price | N/A | ||
Project sales tax group | ProjectTaxGroup | Project coding row | N/A | Project sales tax group | Project sales tax group | N/A | ||
Project item sales tax group | ProjectTaxItemGroup | Project coding row | N/A | Project item sales tax group | Project item sales tax group | N/A | ||
Order number | LIT_OrderNumber | Line item | N/A | N/A | N/A | Order number | If not set, taken from header order number | |
Item code | LIT_ArticleIdentifier | Line item | See notes | N/A | N/A | N/A | Item code | Mandatory for vendor invoices. |
Quantity | LIT_DeliveredQuantity | Line item | See notes | N/A | N/A | N/A | Quantity | Mandatory for vendor invoices. |
Unit price | LIT_UnitPriceAmount | Line item | See notes | N/A | N/A | N/A | Unit price | Mandatory for vendor invoices. |
Row total | LIT_VatExcludedAmount | Line item | See notes | N/A | N/A | N/A | Row total | Mandatory for vendor invoices. |