Dynamics AX 2012 supported fields

This table lists the Dynamics AX 2012 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
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 doing coding in RSO.
Debit or Credit Amount Amount Coding row See notes N/A Debit or Credit Amount Debit or Credit Amount N/A Mandatory if doing coding in RSO.
Sales tax group SalesTaxGroup (custom coding field) Coding row   N/A Sales tax group Sales tax group N/A If not sent from RSO, 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 RSO, 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 RSO, taken from configuration in Online Connect.
Project number AccountCode Project coding row See notes N/A Project number Project number N/A Mandatory if coding is performed in ReadSoft Online.
Project category ProjectCategory Project coding row See notes N/A Project category Project category N/A Mandatory if 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.