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Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically Within Dynamics AX

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Even if you are not requiring full blown EDI communications with your customers, it doesn’t mean that you can’t update your customers electronically with information like price lists, discounts, …

Even if you are not requiring full blown EDI communications with your customers, it doesn’t mean that you can’t update your customers electronically with information like price lists, discounts, invoices etc. Dynamics AX has inbuilt features that allow you to create electronic mapping files, for these transactions and then send updated to the customers directly from the main forms. This allows you to configure the one or two EDI transactions that are required for you more demanding customers without having to invest In a complete EDI solution.
Now you can get into the 20th century and throw away those old fashioned price lists that you’ve been sending to your customers.

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  • 1. 1 MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS CREATE SIMPLE EDI MAPPINGS TO ALLOW YOU TO SEND CUSTOMERS PRICE LISTS ELECTRONICALLY
  • 2. CREATE SIMPLE EDI MAPPINGS TO ALLOW YOU TO SEND CUSTOMERS PRICE LISTS ELECTRONICALLY BY MURRAY FIFE
  • 3. Copyright © 2014 Murray Fife All Rights Reserved
  • 4. 5 What you need for this Blueprint All the examples shown in this blueprint were done with the Microsoft Dynamics AX 2012 virtual machine image that was downloaded from the Microsoft CustomerSource or PartnerSource site. If you don't have your own installation of Microsoft Dynamics AX 2012, you can also use the images found on the Microsoft Learning Download Center. The following list of software from the virtual image was leveraged within this blueprint: • Microsoft Dynamics AX 2012 Even though all the preceding software was used during the development and testing of the recipes in this book, they may also work on earlier versions of the software with minor tweaks and adjustments, and should also work on later versions without any changes. Errata Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing murray@murrayfife.me. Piracy Piracy of copyright material on the Internet is an ongoing problem across all media. If you come across any illegal copies of our works, in any form, on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy. Please contact us at murray@murrayfife.me with a link to the suspected pirated material. We appreciate your help in protecting our authors, and our ability to bring you valuable content. Questions You can contact us at murray@murrayfife.me if you are having a problem with any aspect of the book, and we will do our best to address it. Preface
  • 5. 6
  • 6. 7 Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically Even if you are not requiring full blown EDI communications with your customers, it doesn’t mean that you can’t update your customers electronically with information like price lists, discounts, invoices etc. Dynamics AX has inbuilt features that allow you to create electronic mapping files, for these transactions and then send updated to the customers directly from the main forms. This allows you to configure the one or two EDI transactions that are required for you more demanding customers without having to invest In a complete EDI solution. Now you can get into the 20th century and throw away those old fashioned price lists that you’ve been sending to your customers.
  • 7. 8 TIP & TRICKS FOR DYNAMICS AX 2012 To set this up, we need to register the price list services as AIF ports so that they will be accessible to the application. To do this click on the Outbound Ports menu item within the Services And Application Integration Framework folder of the Setup group within the System Administration area page. Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 8. 9 TIP & TRICKS FOR DYNAMICS AX 2012 When the Outbound Ports maintenance form is displayed, click on the New button in the menu bar to create a new record and give your new port a Port Name and a Description. Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 9. 10 TIP & TRICKS FOR DYNAMICS AX 2012 From the Adapter dropdown, select the File System Adapter option to tell the system that we just want to create a transfer file. Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 10. 11 TIP & TRICKS FOR DYNAMICS AX 2012 Then within the URI field enter in the file path where you want the price list file to be dropped into. Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 11. 12 TIP & TRICKS FOR DYNAMICS AX 2012 Now click on the Configure button beside the Adapter field to open up the File System Adapter Configuration dialog box. Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 12. 13 TIP & TRICKS FOR DYNAMICS AX 2012 Check the Use Default Owner For Administration Group and select an administrator from the dropdown list that will be used when the process runs in the background. Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 13. 14 TIP & TRICKS FOR DYNAMICS AX 2012 Now we need to configure the service methods. To do this click on the Service Operations button. Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 14. 15 TIP & TRICKS FOR DYNAMICS AX 2012 When the Select Service Operations dialog box is displayed, scroll down the list until you find the PricePriceList* operations, and select them all. Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 15. 16 TIP & TRICKS FOR DYNAMICS AX 2012 Click on the < button to add them to the Selected Service Operations side of the form, and then click on the Close button to exit from the form. Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 16. 17 TIP & TRICKS FOR DYNAMICS AX 2012 Now just click on the Activate button in the menu bar. Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 17. 18 TIP & TRICKS FOR DYNAMICS AX 2012 You should get a message saying that the service has been deployed, and you can exit from the form. Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 18. 19 TIP & TRICKS FOR DYNAMICS AX 2012 Now when you are in the Customers form click on the Send Electronically menu item within the Trade Agreements group of the Sell ribbon bar, and select the Price List menu item. Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 19. 20 TIP & TRICKS FOR DYNAMICS AX 2012 When the Send Document dialog box is displayed, select the Outbound Port that you just configured from the Port Name dropdown list and then click on the OK button. Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 20. 21 TIP & TRICKS FOR DYNAMICS AX 2012 If you look within the folder that you configured as the drop box for the port, then after a few seconds (this process runs in batch mode) a file will be created with all of the pricing information for the customer, waiting for your EDI system to pick it up and send it to the customer. Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 21. 22 TIP & TRICKS FOR DYNAMICS AX 2012 If you open up the file, then ALL of the products and ALL of the possible combinations and price breaks will be listed with the customer specific pricing. Rock on! Create Simple EDI Mappings To Allow You To Send Customers Price Lists Electronically
  • 22. 23 TIP & TRICKS FOR DYNAMICS AX 2012
  • 23. 24 TIP & TRICKS FOR DYNAMICS AX 2012
  • 24. 25 TIP & TRICKS FOR DYNAMICS AX 2012 The Tips & Tricks series is a compilation of all the cool things that I have found that you can do within Dynamics AX, and are also the basis for my Tips & Tricks presentations that I have been giving for the AXUG, and online. Unfortunately book page size restrictions mean that I can only fit 50 tips & tricks per book, but I will create new volumes every time I reach the 50 Tip mark. If you want to view all of the compilations then here are the links. 50 Tips & Tricks For Dynamics AX 2012 http://www.amazon.com/dp/1495487776/ Another 50 Tips & Tricks for Dynamics AX http://www.amazon.com/dp/1497383412/ Want More Tips & Tricks
  • 25. 26 TIP & TRICKS FOR DYNAMICS AX 2012
  • 26. 27 TIP & TRICKS FOR DYNAMICS AX 2012 Murray Fife is a Microsoft Dynamics AX MVP, Author with over 20 years of experience in the software industry. Like most people in this industry he has paid his dues as a developer, an implementation consultant, a trainer, and now spend most of his days working with companies solving their problems with the Microsoft suite of products, specializing in the Dynamics® AX solutions. EMAIL murray@murrayfife.me TWITTER @murrayfife SKYPE murrayfife AMAZON http://www.amazon.com/author/murrayfife BLOG http://dynamicsaxtipoftheday.com http://extendingdynamicsax.com http://atinkerersnotebook.com SLIDESHARE http://slideshare.net/murrayfife LINKEDIN http://www.linkedin.com/in/murrayfife About the Author