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Configuring Automatic Exchange Rate Updates in Dynamics AX 2012

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Dynamics has a lot of little Easter Eggs of functionality built into it, and one of them that I just discovered is the ability to have the system automatically update all of your currency exchange …

Dynamics has a lot of little Easter Eggs of functionality built into it, and one of them that I just discovered is the ability to have the system automatically update all of your currency exchange rates through the rate authorities web services. There is no need to update these manually ever again.

In this worked example we will show how you can quickly configure the automatic updating of the exchange rates, and then never worry about them again.

Published in: Economy & Finance, Technology

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  • 1. © 2013. All rights reserved. CONFIGURING AUTOMATIC EXCHANGE RATE IMPORTS Dynamics AX | General Ledger | Exchange Rates Dynamics has a lot of little Easter Eggs of functionality built into it, and one of them that I just discovered is the ability to have the system automatically update all of your currency exchange rates through the rate authorities web services. There is no need to update these manually ever again. In this worked example we will show how you can quickly configure the automatic updating of the exchange rates, and then never worry about them again.
  • 2. © 2013. All rights reserved. CONFIGURING AN EXCHANGE RATE PROVIDER In order to have the exchange rates automatically update, all you need to do is configure an Exchange Rate Provider that publishes its exchange rates through web services. That may seem like a lot of work, but it’s not since Dynamics AX already knows these providers. In this example we will show how you can configure a new Exchange Rate Provider within Dynamics AX.
  • 3. © 2013. All rights reserved. Configuring an Exchange Rate Provider From the General Ledger area page, select the Configure exchange rate providers menu item from the Currency folder of the Setup group.
  • 4. © 2013. All rights reserved. Configuring an Exchange Rate Provider When the Configure exchange rate providers maintenance form is shown, click on the Add button in the menu bar, select the provider that you want to configure Dynamics AX to use, and then click the OK button.
  • 5. © 2013. All rights reserved. Configuring an Exchange Rate Provider This will add the Exchange Rate Provider along with the default web service URL’s. When you are done, just click on the Close button to exit the form. That is far too simple.
  • 6. © 2013. All rights reserved. IMPORTING EXCHANGE RATES Once you have your Exchange Rate Providers configured you can start importing in all of the exchange rates into Dynamics AX. In this example we will show how to manually import the Exchange Rates.
  • 7. © 2013. All rights reserved. Importing Exchange Rates From the General Ledger area page, select the Import currency exchange rates menu item from the Periodic group.
  • 8. © 2013. All rights reserved. Importing Exchange Rates When the Import currency exchange rates dialog box is displayed, select the Exchange rate type that you want to import into.
  • 9. © 2013. All rights reserved. Importing Exchange Rates And then select the Exchange rate provider that you configured in the previous step.
  • 10. © 2013. All rights reserved. Importing Exchange Rates If you want this to run as an automated update, then switch to the Batch tab and click on the Recurrence button.
  • 11. © 2013. All rights reserved. Importing Exchange Rates Within the Recurrence dialog box, you can select the frequency of the batch process.
  • 12. © 2013. All rights reserved. Importing Exchange Rates Once you have configured the import, just click on the OK button to perform the update.
  • 13. © 2013. All rights reserved. VIEWING EXCHANGE RATES Once you have all of the Exchange Rates loaded it pretty easy to see them all within Dynamics AX. In this example we will show how to view the Exchange Rates.
  • 14. © 2013. All rights reserved. Viewing Exchange Rates From the General Ledger area page, select the Currency exchange rates menu item from the Currency folder of the Setup group.
  • 15. © 2013. All rights reserved. Viewing Exchange Rates From the Currency exchange rates maintenance form you will see all of the exchange rates that were loaded by the import function. You will never have to add any exchange rates ever again.
  • 16. © 2013. All rights reserved. SUMMARY In this example we showed how you can easily configure Dynamics AX 2012 to import your currency exchange rates from the default Exchange Rate Providers. This is too easy.
  • 17. http://slideshare.net/murrayfife/presentations Murray Fife Microsoft MVP

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