Welcome > Target system integrations > Microsoft Dynamics > Dynamics AX 2012 > Introduction > Setting up Dynamics AX 2012

Setting up Dynamics AX 2012

You must perform these steps on each legal entity in Dynamics AX 2012 that you want to use with ReadSoft Online.

Tip Use this procedure if you want to configure the Dynamics AX 2012 integration using Online Connect. Follow this procedure to configure the integration without using Online Connect.

Some of the steps in this topic require files from the ReadSoft Online Connect installation. Therefore, you must install ReadSoft Online Connect before you proceed.

Configuring Dynamics AX 2012

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

  1. 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).

    General ledger parameters

  2. 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.

      Invoice register

    • Make sure you have a journal with the Journal type set to Approval.

      Approval

      For processing non-PO invoices using Invoice journals:

    • Make sure you have a journal with the Journal type set to Vendor invoice recording.

      Vendor invoice recording

  3. Navigate to Accounts Payable > Setup > Accounts Payable Parameters > AIF, and select APInvReg as the Journal name.

    Select APInvReg as the Journal name

  4. 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).

    5. 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 (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

    Active document tables

  6. Navigate to Organization administration > Setup > Document management > Document types and make sure File and URL document types are specified.
    Figure 1. Make sure the File document type is specified.
    Document types

    Figure 2. Make sure the URL document type is specified.
    Document types

Import the AX model file

  1. Close Microsoft Dynamics AX.
  2. Browse to your ReadSoft Online Connect Bin folder (default location: C:\ProgramData\ReadSoft Software Services AB\ReadSoftOnlineConnect\bin) and run the Import 2012 AXModel.bat file as administrator (right-click and select Run As Administrator).
  3. Extract the ZIP file and run Import 2012 AXModel.bat as an administrator by right-clicking the file and selecting Run As Administrator.
  4. Restart the Windows Service, Microsoft Dynamics AX Object Server [version]-MicrosoftDynamicsAX.
  5. Run Microsoft Dynamics AX.
  6. When a dialog states that “The model store has been modified,” select Skip and click OK.
  7. Press  Ctrl + D  to open AOT and click the Project button.

    Click the Project button

  8. Expand the Shared node and double-click RsoIntegration to open the project.
  9. Select Compile (Build menu) to compile the project.

    Compile the project

  10. Select Generate Incremental CIL (Build menu).

    Generate Incremental CIL

Register the service

  1. Double-click RsoIntegration to display the project content.
  2. Expand the Integration service node, right-click the RsoIntegrationService service and select Add-Ins > Register service.

    Register service

Create an inbound port

  1. In Microsoft Dynamics AX, navigate to System administration > Setup > Services and Application Integration Framework > Inbound ports and click New.
  2. Type “RsoIntegrationServices” in the Port name setting.
  3. Click the Service operations button and use the dialog that appears to add all of the RsoIntegrationService operations to the Selected service operations list.

    Selected service operations

  4. Click Close to close the dialog.
  5. Select Include exceptions in fault. We also recommend that you set the Logging mode to All document versions; however, you must make sure to create a system to clean the history regularly.

    Include exceptions in fault

  6. Click Activate to activate the inbound port.

    Inbound ports


    Infolog


    Inbound ports

Restrict access to the new inbound port

Before completing these steps, familiarize yourself with the security best practices from Microsoft.

  1. Setup access for an AIF services user. This is the same Windows user you specify in the Custom Network Credentials in the ReadSoft Online Connect wizard.
  2. Use the Security settings of the inbound port you created in the previous section to restrict access.

    Security settings

    You can restrict access to a particular partition or company. You can also restrict access to specific users or user groups (Authorized users button).


    Authorized users

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 14.0 or newer).
  2. Using Dynamics AX, navigate to System administration > Common > Users.

    Users

  3. Click User to add a new user with these settings:

    User ID Dynamics AX internal user ID.
    Network domain Customer domain.
    Alias Active directory user account ID or email address for users that do not use Active Directory.
    Default company Default user company.
    Enabled This setting must be selected in order to enable the user.


    User settings

  4. Click Assign roles.

    RsoIntegration role

  5. In the dialog that appears, select RsoIntegration role and click OK.

    Note that you can remove unnecessary roles by selecting the role and clicking Remove.

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 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.