(NOR) Configure EHF electronic invoicing [AX 2012]

Updated: June 24, 2013

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012

Before you can generate Elektronisk HandelsFormat (EHF) electronic documents, you must configure EHF electronic invoicing. Follow the steps in this topic to configure Microsoft Dynamics AX for EHF electronic invoicing, and then set up customer accounts for EHF electronic invoicing, Application Integration Framework (AIF), batch groups, batch processing, and recurring batch jobs.

NoteNote

This topic does not apply to versions of Microsoft Dynamics AX 2012 prior to cumulative update 4 for AX 2012.

The following illustration shows how to configure EHF electronic invoicing. The numbers correspond to the procedures later in this topic.

Configure EHF electronic invoicing

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Related setup tasks

Set up a legal entity in the Legal entities form. For more information, see Create or modify a legal entity.

Set up the country or region and the International Organization for Standardization (ISO) code in the Address setup form. ISO codes are used for electronic invoicing. For more information, see Key tasks: Set up address formats.

Define a three character ISO currency code for each of the currencies in the Currencies form. This ISO code is used for electronic invoicing. For more information, see Create a currency code.

Set up exchange rates in the Currency exchange rates form. Verify that the ISO currency code for the currency code that is used for electronic invoicing (for example, NOK for Norwegian krone) complies with the three-character ISO standard. For more information, see Currency exchange rates (form).

Set up sales tax codes for electronic invoices in the Sales tax codes form. For more information, see Set up and use sales tax codes.

Set up job titles in the Contact person titles form. For more information, see Set up and use sales tax codes.

Set up inventory units by specifying external codes according to the United Nations Center for Trade Facilitation and Electronic Business Information Content Management Group (UN/CEFACT ICG) standards in the Units form. For more information, see Units (form) and External codes (form).

Set up an enhanced integration port. For more information, go to Create, edit, or delete an enhanced integration port.

The electronic invoices that you generate include required information, such as the contact person, invoice number, and address information. Microsoft Dynamics AX applies validation rules when invoices are generated so that you can verify that the correct information is entered. If you find errors, you can correct the errors before you submit the invoices.

You must set up folders where you can save the error messages, the XML files, and the EHF files. Microsoft Dynamics AX uses these folders to store source documents, processed documents, Extensible Stylesheet Language for Transformations (XSLT) files, and the error messages that are generated when the XML file is converted to EHF format. You can specify these folders when you set up AIF and set up the batch job for EHF electronic invoicing. For more information, see 3. Set up AIF for EHF electronic invoicing and 5. Set up batch processing for EHF electronic invoicing.

To configure Microsoft Dynamics AX for EHF electronic invoicing, set up the following folder structure in a shared location that is accessible from the Application Object Server (AOS) computer and from any client computers that are used as batch servers in your system.

  • \\Server\EHF\Sales\Error – Used to save error messages that are generated when the XML file is converted to the EHF format.

  • \\Server\EHF\Sales\Processed files – Used to save documents after they are processed. The documents are moved from the Target folder to this folder.

  • \\Server\EHF\Sales\Source – Used to save the XML file that is generated by Microsoft Dynamics AX.

  • \\Server\EHF\Sales\Target – Used to save the EHF file after the XML file has been processed.

  • \\Server\EHF\Sales\XSLT – Used to contain the XSLT schema file for collection letters.

Use the Customers form to specify the address and contact details for each company that you generate electronic invoices for. You can create contacts in the Contacts form and assign a contact to a customer account. The contact information is included when you generate an electronic invoice for a customer. For more information, see Customers (form).

To set up a customer account for EHF electronic invoicing, follow these steps:

  1. Click Accounts receivable > Common > Customers > All customers.

  2. Double-click a customer account, or on the Action Pane, click Customer to create a customer account. For more information, see Create a customer record.

  3. In the Customers form, click Edit, and then click the Addresses FastTab to verify that the country or region code, ZIP or postal code, and the street name are entered for the primary address.

  4. Click the Invoice and delivery FastTab, and then select the eInvoice check box to use electronic invoicing for customer transactions.

  5. On the Action Pane, on the Customer tab, click Contacts, and then click Add contacts to open the Contacts form.

  6. Create a contact for the selected customer. For more information, see Contacts (form).

Use the Outbound ports form to create an outbound port; set up services and adapters for an outbound port, and specify the AIF settings that are required to generate EHF electronic invoices.

You must scan for new adapters and services before you configure outbound ports for the first time. The port configuration is affected when there is a change in the Application Object Tree (AOT). You must also scan the adapters and services every time that a change that affects the port configuration is made to the AOT.

For information about how to configure the enhanced integration port, go to Managing integration ports.

To set up AIF for EHF electronic invoicing, follow these steps:

  1. Click System administration > Setup > Services and Application Integration Framework > Outbound ports.

  2. Create an outbound port, and then in the Port name and Description fields, enter a name and a description for the outbound port.

  3. In the Adapter field, select File system adapter. This adapter is used to create and save the EHF electronic invoices or collection letters.

  4. In the URI field, specify the Uniform resource identifier (URI) of the Source folder to save the sales invoices. For more information, see 1. Configure MSDAX for EHF electronic invoicing.

  5. On the Service contract customizations FastTab, click Service operations. In the Select service operations form, select the CustCollectionLetterService_NO.read service operation for sales invoices, and move it to the Selected service operations list. Close the form.

  6. In the Outbound ports form, select the Customize documents check box, and then click Data policies.

  7. In the Document data policies form, click Enable all to select all XML schema elements, and then close the form.

  8. On the Processing options FastTab, in the Default encoding format field, select UTF-8.

  9. Select the Apply value mapping check box, and then click Value mapping to open the Value mapping form, where you can map the values such as item number, customer account number, vendor account number, terms of delivery, and unit for the outbound port. Close the form.

    NoteNote

    In AX 2012 R3 and cumulative update 6 or later for AX 2012 R2: You must indicate the unit for which you specified the external code according to the UN/CEFACT ICG standards. For more information, see Prerequisites.

  10. On the Troubleshooting FastTab, in the Logging mode field, select All document versions.

  11. Optional: Select the Include exceptions in fault check box to display the X++ error messages.

  12. Optional: On the Security FastTab, in the Restrict to company field, select the company that the electronic invoices are generated for.

  13. Click Activate to use the port to exchange data by using AIF.

Use the Batch group form to set up a batch group to process the EHF electronic invoices.

To set up a batch group for EHF electronic invoicing, follow these steps:

  1. Click System administration > Setup > Batch group.

  2. Create a batch group to process the customer invoices. For more information, go to Create a batch group.

  3. On the Batch servers tab, select a server to run the batch job, and then move the server from the Remaining servers list to the Selected servers list.

Use the Batch job form to set up batch processing for EHF electronic invoicing. You can process electronic invoices by using batch jobs. For more information, see Batch processing overview.

To set up a batch job for EHF electronic invoicing, follow these steps:

  1. Click System administration > Inquiries > Batch jobs > Batch jobs.

  2. Press CTRL+N to create a batch job, and then in the Job description field, enter a short description for the batch job. For more information, go to Create a batch job.

  3. Save the batch job, and then click View tasks.

  4. In the Batch tasks form, press CTRL+N to create a batch task for the batch job, and then in the Company accounts field, select the company that you created the batch job for.

  5. Create three batch tasks, one for each of the following class names:

    • AifOutboundProcessingService

    • AifGatewaySendService

    • EInvoiceFileTransform_OIOUBL

  6. Select the batch task that uses the EInvoiceFileTransform_OIOUBL class name, and then in the Batch group field, select a batch group.

  7. Click Refresh to refresh the data in the form.

  8. Click Parameters, and then in the E-invoice OIOUBL XSL File Transformation form, specify the locations of the Source, Target, Processed, and Error file storage folders. For the XSLT file path, select the path for the XSLT schema file for sales outbound electronic invoices, and then click OK.

  9. In the Batch tasks form, on the Overview tab, select the batch task that uses the AifGatewaySendService class name (the second task) to set up the order that the batch tasks are run for.

  10. In the lower pane, press CTRL+N to create a condition for the selected batch task to run after the batch task that uses the AifOutboundProcessingService class name (the first task) has ended.

  11. In the Task ID field, select the batch task that uses the AifOutboundProcessingService class name, and then in the Expected status field, select Ended.

    NoteNote

    You can also select the batch task that uses the EInvoiceFileTransform_OIOUBL class name, and then set the condition to run the batch task when the batch task that uses the AifGatewaySendService class name has ended.

Use the Recurrence form to set up recurring batch jobs for EHF electronic invoices.

To set up recurring batch jobs, follow these steps:

  1. Click System administration > Inquiries > Batch jobs > Batch jobs.

  2. Select an outbound electronic invoice batch job.

  3. Click Recurrence, and in the Time zone information, Range of recurrence, and Recurring pattern field groups, specify your options, and then click OK.

  4. In the Batch job form, select the batch job, click Functions > Change status, and then select Waiting.

You have finished configuring EHF electronic invoicing. Continue to create an EHF electronic invoice. For more information, see (NOR) Generate an EHF electronic document for a collection letter.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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