Monday, March 18, 2013

Using AIF to place an Invoice in XML format to a folder

Q: I am trying to use AIF to place invoices from customers into a folder in an XML format
     
      A: My solution for you is to take the following steps:
1. Basic > Setup > AIF
 
2. Set Transport adapter to FileSystemAdapter
 
3. Create a channel, direction outbound, active and set the address where I want the file to be placed: c:\axInvoices\myCustomer\
 
4. Enable the SalesSalesInvoiceService
 
5. Endpoint, create a new one for this customer and set the constraint ID to the customer account
 
6. Add the .read action and enabled it, set the output fields I want to be output from data policies.
 
7. While creating an invoice, make sure that you are not printing to screen. go to printer setup in the posting form and select any option other than Screen. The Invoice should then appear in the Queue Manager ready for processing via a Batch Job
 
8. Make sure to set up the batch job to process the queue and then it will output the xml into the desired folder. 
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