ERP Connections: New, Connection Type: Microsoft Dynamics AX

This page enables you to add a new Microsoft Dynamics AX ERP connection. Use the following settings to configure your Microsoft Dynamics AX ERP connection.

The Microsoft Dynamics AX ERP system does not support the use of hierarchical GL codes, cost centers, and work breakdown structures.

Use the following settings to configure your Microsoft Dynamics AX ERP connection.

ERP Connection Name

Enter a unique name for the ERP connection. This setting is mandatory.

Description (Optional)

Provide any important details about this ERP connection. This setting is optional, but recommended.

URL

The URL that points to the Microsoft Dynamics AX web service.This setting is mandatory.

Authentication Type

Select an authentication method. This setting is mandatory.

Choose from the following values:

  • Basic - Select to specify the username and password.

  • Windows - Select to use Windows authentication.

Username

This option is enabled and mandatory only when Authentication Type is set to Basic. Enter the username that is used to connect to the web service.

Password

This option is enabled and mandatory only when Authentication Type is set to Basic. Enter the password that is used to connect the web service.

Page Size

A positive integer that indicates the number of master data records that are returned by the web service for each call. This setting is mandatory.

Zip

Select one of the following values to determine how the zip archive file is generated.

  • 0 - Generates an archive file where the data is not compressed.

  • 1 - Generates a compressed archive file where the data is compressed.

This setting is mandatory.

Start Data Load From

Set the date for when you want to start loading information from the ERP system. This setting is mandatory.

Each time the AP Data Import process runs, the Start Data Load From date and time stamp is updated with the current date and time. This ensures that the entire ERP is not loaded each time, only the changes since the last import.

Start Data Load To

Set the date for when you want to stop loading information to the ERP system. The interval between this and the Start Data Load From value indicate what is considered old and new data.

Use Default Null Values For Data Import

Converts any values that are equal to "NULL," "Null," or "null" into actual null values when the data is imported. This setting is selected by default.

Use the following buttons to manage your new ERP connection.

Save

Save the ERP connection and adds it to the table on the ERP Connections page.

Close

Closes the current page and returns to you to the ERP Connections page.

If you click Close before saving your values, they are lost when you return to the ERP Connections page.