Dynamics AX 2012 purchase to pay and order to cash: see where each order waits

What does Duaer read from Dynamics AX 2012?

Each purchase or sales order is a case, with the supplier or customer, the company, currency and amount. The steps are:

• Purchase to pay: Order created (PURCHTABLE), Goods received (product receipts, VENDPACKINGSLIPJOUR), Invoice posted (VENDINVOICEJOUR), Paid (the closing date in VENDTRANS).
• Order to cash: Order created (SALESTABLE), Goods issued (packing slips, CUSTPACKINGSLIPJOUR), Invoice created (CUSTINVOICEJOUR), Paid (the closing date in CUSTTRANS).
• Every legal entity (DATAAREAID) is read, as the company; canceled orders are left out.

How do you connect Dynamics AX 2012 to Duaer?

1. In Dynamics AX 2012's SQL Server database, create a read-only user with SELECT on the tables above.
2. If the database is only inside your network, start the Duaer on-premises data gateway (0.2.0 or later) there with tcp://database-host:port in ALLOWED_TARGETS; the credential's host and port must match it.
3. In Duaer, create a Microsoft SQL credential for this user.
4. As an owner or admin, open Data sources, select Add source, choose Dynamics AX 2012 under Purchase to pay or Order to cash, choose the credential, enter the schema when it is not dbo, select Check connection and confirm.

How often does it read, and how much?

Each run reads orders, receipts or packing slips, invoices and payments by modification time, one page each at most. A step is never written twice. Queries only.

What are the limits?

• The tables, entities and fields read follow the vendor's published documentation and are not yet checked against a real system; the first real read may need adjustments.