Configuring Dynamics AX 2012 (embedded)

Previously, Kofax AP Essentials Connect was required to specify Dynamics AX integration settings. Now you can configure Dynamics AX to push the settings to the target system service in Kofax AP Essentials instead. To configure the Dynamics AX integration without using AP Essentials Connect:

Configure legal entities in Dynamics AX 2012.
Import the AX model file.
Define three batch tasks in Dynamics AX 2012:
- RsoOnlineConfigurationTask - synchronizes settings with Kofax AP Essentials.
- RsoOnlineMasterDataSyncTask - synchronizes master data with Kofax AP Essentials.
- RsoOnlineDocumentsProcessorTask - synchronizes documents with Kofax AP Essentials.
Specify the target-system settings in Kofax AP Essentials.

Configure legal entities in Dynamics AX 2012

You must perform these steps on each legal entity in Dynamics AX 2012 that you want to use with Kofax AP Essentials. To set up Dynamics AX 2012:

If your company does not operate in the United States, disable US taxation rules for non-US companies by deselecting Apply U.S. taxation rules (General Ledger > Setup > General ledger parameters > Sales tax).
Navigate to General Ledger Setup > Journals > Journal names and create journals. For processing non-PO invoices using Invoice Register and Approval journals:
- Make sure you have a journal with the Journal type set to Invoice register.
- Make sure you have a journal with the Journal type set to Approval.
  
  For processing non-PO invoices using Invoice journals:
- Make sure you have a journal with the Journal type set to Vendor invoice recording.
Create a folder where you want to save invoice images and specify this folder as the Archive directory (Organization administration > Setup > Document management > Document management parameters > General).

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.

The integration user must have read/write access on this folder.

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 (Organization administration > Setup > Document management > Active document tables).

Reference table ID	Table name
177	Inventory transactions
211	Ledger journal table
212	Journal lines
440	Posted sales tax
482	Audit trail
491	Vendor invoice journal
506	Vendor transactions
553	Inventory transaction posting
1425	Vendor invoices
3119	General journal account entry
3123	General journal entry

Navigate to Organization administration > Setup > Document management > Document types and make sure File and URL document types are specified.

Make sure the File document type is specified.

Make sure the URL document type is specified.

Import the AX model file

Close Microsoft Dynamics AX.
Download this ZIP file.
Right-click the ZIP file, select Properties and click Unblock.
Extract the ZIP file and run Import 2012 AXModel.bat as administrator by right-clicking the file and selecting Run As Administrator.
Restart the Windows Service, Microsoft Dynamics AX Object Server [version]-MicrosoftDynamicsAX.
Run Microsoft Dynamics AX.
When a dialog states that “The model store has been modified,” select Skip and click OK.
Press Ctrl + D to open AOT and click the Project button.
Expand the Shared node and double-click RsoIntegration to open the project.
Select Compile (Build menu) to compile the project.
Select Generate Incremental CIL (Build menu).

Defining batch tasks

Repeat these steps for each batch task mentioned in step 2 above.

Using Dynamics AX, navigate to System administration > Inquiries > Batch jobs.
Select File > New to create a new batch job.
Type a Job description for the new batch job that appears and save the batch job (Ctrl + S).
Click View tasks and select File > New to create a new batch task.
In the dialog that appears, type a Task description and specify Company accounts.

The company account must match the External ID (External reference) of your Kofax AP Essentials customer.

Specify the Class name that corresponds to the batch task that you want to define: RsoOnlineConfigurationTask, RsoOnlineMasterDataSyncTask or RsoOnlineDocumentsProcessorTask.
Save the task and click Parameters.
Use the dialog that appears to specify Kofax AP Essentials credentials for an administrator account.
Close the Batch tasks dialog and return to the Batch job dialog.

Click Recurrence. In the dialog that appears, adjust the settings according to the current task you are specifying:

Task	Recommended recurrence
RsoOnlineConfigurationTask	Run this task once (no recurrence).
RsoOnlineMasterDataSyncTask	Every 4 hours.
RsoOnlineDocumentsProcessorTask	Every 5 minutes.

Click OK to save the settings.
Make sure the newly created batch job is selected in the Batch job dialog and select Functions > Change status and use the dialog that appears to change the status to Waiting

Repeat the procedure above for each batch task that you need to define: RsoOnlineConfigurationTask, RsoOnlineMasterDataSyncTask or RsoOnlineDocumentsProcessorTask. After you run all the batches, you can specify the target-system settings in Kofax AP Essentials.