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.
How To Do It…
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.
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.
From the Adapter dropdown, select the File System Adapter option to tell the system that we just want to create a transfer file.
Then within the URI field enter in the file path where you want the price list file to be dropped into.
Now click on the Configure button beside the Adapter field to open up the File System Adapter Configuration dialog box.
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.
Now we need to configure the service methods. To do this click on the Service Operations button.
When the Select Service Operations dialog box is displayed, scroll down the list until you find the PricePriceList* operations, and select them all.
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.
Now just click on the Activate button in the menu bar.
You should get a message saying that the service has been deployed, and you can exit from the form.
How It Works…
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.
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.
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.
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.
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