The Target system configuration dialog: Dynamics AX settings

Use these settings to configure the Dynamics AX integration using AP Essentials Connect.

To access this dialog: Select a Services node in the administration tree-view on the partner level or customer level, select Target system, select Dynamics AX and click Configuration.

Use this target system if you want to configure the Dynamics AX 2012 integration using AP Essentials Connect. To configure the integration without using AP Essentials Connect, use these settings.

The settings that appear here vary, depending on the target system, version and current account level. Use these settings to specify settings for the target service:

Output image format Determines the format of the output invoices.
  • TIF - A black and white TIF image.
  • PDF - If the original PDF is color, the output PDF is also color. Original text layers are preserved. If the original PDF does not contain text layers, Kofax AP Essentials adds text layers from the interpreted data.
  • PDF (black and white) - A black and white PDF. Original text layers are discarded and recreated using Kofax AP Essentials's own interpretation results, however, text layers are not created if the document exceeds 100 pages.

    Choose this setting for the smallest file size.

    When Kofax AP Essentials receives XML invoices, it creates invoice images that may contain color; however, the file size is still small.

  • No image - Invoice images are not sent to the target system. Only invoice data is sent.

If you change the output format, the change only applies to invoices that you upload after the change was made. Invoices that are already in the system at the time of the change are not affected.

Custom network credentials
Determines whether you want to use the default user or specify another user using User name and Password (True/False).
User name (USER) The user you want to use, if Custom network credentials is set to True. The Windows user you specify here must have access to the URI. If Store image file is set to True, the user must also have access to the folder you specify in the Directory to store setting.
Password (PASSWD) The password for User name.
Domain The network domain that the user specified in User name belongs to.
Approver personnel number The personnel number of the Dynamics AX user you want to use to perform preliminary and final booking.
Transaction text template Specifies the data template you want to use to set the transaction text field in Dynamics AX.
Default sales tax group Specifies the default sales tax group code that is attached to customers and suppliers (vendors) in Dynamics AX.
Default item sales tax group Specifies the default item sales tax group in Dynamics AX.
Is Dynamics AX 2009 Specifies if the target system is Dynamics AX 2009.
  • True - The target system is Dynamics AX 2009.
  • False - The target system is Dynamics AX 2012.
If you use AP Essentials Connect, and you change the Target system configuration settings, you must run the AP Essentials Connect configuration wizard again before you upload new invoices.