Configuring Dynamics AX 2009

To set up Dynamics AX 2009:

  1. Navigate to General Ledger > Setup > Journals > Journal names and create two journals if they do not exist already:
    • One named APInvReg with the Journal type set to Invoice register.
    • One named APInvApp with the Journal type set to Approval.

      Journal names

  2. Navigate to Accounts Payable > Setup > Parameters > AIF, and select APInvReg (Invoice Register journal) as the Journal name.

    Journal name

  3. Use the Archive directory setting to specify the folder where you want to store invoice images (Basic > Setup > Document Management > Parameters).
  4. Tip This folder must be shared if it is not on the same computer as the AOS server. For more information, see Troubleshooting: Document management directory does not exist.
    Tip The integration user must have read/write access on this folder.

    Archive directory

  5. If Use Active document tables is enabled in Dynamics AX (Document management parameters), make sure that the correct tables are specified in the Active document tables list (Basic > Setup > Document management > Active document tables).
    Reference table ID Table name
    177 Inventory transactions
    212 Journal lines
    225 Ledger transactions
    482 Audit trail
    491 Vendor invoice journal
    506 Vendor transactions
    553 Inventory transaction posting

    Active document tables

  6. Create a folder for the web service (example: C:\RsoIntegrationService) with a subfolder named bin (example: C:\RsoIntegrationService\bin).
  7. Create a new web site named RsoIntegrationService (Basic > Setup > Application Integration Framework > Web sites) and specify the folder created in the previous step as the Virtual directory share path.

    Web sites

  8. Set up local endpoints and specify each company you want to use (Basic > Setup > Application Integration Framework > Local endpoints). We recommend using the same names for companies and local endpoints.

    Local endpoints

  9. Click the Project button.

    Project

  10. Click the Import button.

    Import

  11. Click Browse and navigate to your ReadSoft Online Connect ProgramData folder, select the RsoIntegration2009.xpo file and select the Delete table and class members box. Make sure Import with ID values is deselected.

    Import settings

  12. Click OK. Overwrite existing elements if you are updating an existing system.
  13. Expand the Shared node, right-click RsoIntegration2009 and click Compile.

    Compile

  14. Double-click the RsoIntegration2009 project to display the project content, right-click the RsoIntegrationService service and select Add-Ins > Register actions.

    Register actions

  15. To generate the service, navigate to Basic > Setup > Application Integration Framework > Services and click the Refresh button. Then search for RsoIntegrationService in the list, select Enabled and click Generate.

AIF services


Infolog

Specifying access rights for the ReadSoft Online integration

This section describes how to:

  • Specify an integration group and user with limited access.
  • Enable the integration user.

Specifying an integration group and user with limited access

  1. Import, compile and register actions for the ReadSoft Online integration for Dynamics AX (version 7.0 or newer).
  2. Using Dynamics AX, navigate to Administration > Setup > User groups.
    User groups

  3. Click New and add a new Group named Rso with the User group name ReadSoft Online Integration.
    User group name

  4. Select the Rso group you just created and click Permissions.
  5. In the dialog that appears, click the Permissions tab and wait for the initialization.
    User group permissions

  6. Select RsoIntegrationService in the list and click Full control.
    Full control

  7. Grant these additional rights:
    Path Object Access
    Accounts payable/Tables Vendor bank accounts View
    Basic/Tables Employee View
    General ledger/Tables Journal lines Edit
    General ledger/Tables Ledger journal table View
    General ledger/Tables Ledger transactions View
    Inventory management/Tables Quality orders View
    Project/Tables Expense Edit
    Project/Tables Fee View
    Project/Tables Project stage rule settings View
  8. Close the dialog and navigate to Administration > Common Forms > Users.
    Common Forms

  9. Create a new user with these settings:
    Alias Active directory user account ID.
    Network domain Customer domain.
    User ID Any short user ID. We recommend using "RSO".
    User name Active directory user account ID.
    Company Default user company.
    Enabled This setting must be selected in order to enable the user.

    New record

  10. Click the Groups tab and add the "Rso" user group that you created in step 2.
    Groups

Enabling the integration user

To enable the user that you defined in Dynamics AX in the previous steps:

  1. Make sure that the user has read/write access to the folder that is specified in the Archive directory setting in Dynamics AX (Document management parameters dialog). If the Archive directory is located on a different computer than the AOS service, you must use a shared folder and to grant access to the user Windows account in the shared security. See troubleshooting for more information.
  2. Open Windows services, right-click the ReadSoft Online Connect service and select Properties.
    Windows services

  3. Click the Log On tab and specify the Windows user. Click Apply to make your changes and then click OK to close the dialog.
    Specify Windows user

  4. Restart the ReadSoft Online Connect service.