Best option to read CSV to Ax for creating journal entries.

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Posted on by Mav

Hi Experts.

I have requirement of reading CSV file & creating journal entry. I could thought of below options. could you please suggest which option would work best.

Option 1

DIXIF - Positive

MS suggested approach, Out of box, Min coding hence min customization , Security is managed by using out of box control,i.e. processing groups.

Negative

User interface which end users who are prone to just dropping a file in a folder may not like.

Option 2

AIF - Positive

MS suggested approach ,Out of box ,Simple UI all user need to do is drop a file in the folder, Security is managed by out of box control available in AIF inbound port form.

Negative

Medium level customization required.

Option 3

CustomX++solution for reading CSV into Ax

Positive -

As it is design & coded end to end by you , you have full control .

Negative

Fully customized solution. UI is not as simple as AIF also not complex like DIXIF, user would need to click , browser & upload the CSV file.

You have to define your security & will be unable to use out of box security control unlike DIXIF & AIF.

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Verified answer

Martin Dráb 237,965 Most Valuable Professional on at

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This is about AX 2012, right?

If you want just to drop a file to a folder and get it processed, both DIXF and custom development can do that (for DIXF check this).

A big disadvantage of a custom solution is that there is a lot of infrastructure you must build if it's more than an one-off job: exception handling, logging, data validation, security, table relations and so on. If you want a fully universal solution (dealing with surrogate keys, date-effective data, table inheritances and so on), it's likely not worth the effort. It may be meaningful when the scope is quite narrow.

AIF is based on XML, not CSV. You would need a transformation from CSV to XML. You also must respect the structure defined by AIF documents.

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Mav on at

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Thanks for your response. Yes this one is for Ax2012.

Much thanks for that Dixif link , one quick question though I am unable to enter processing directory & completed directory in i staging data execution form like mentioned in the article.

What would you suggest to be used in my scenario where end users are going to repeatedly import CSV into Ax to create journal entries.

Thanks to this Microsoft article using which i was able to build ,deploy & use the transformation

I am afraid my partners would not be comfortable in using AIF as they have sighted AIF performance & debugging issue always & tend to be comfortable with Dixif & Custom X++ in Ax2012 & Odata in D365.

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Suggested answer

Ludwig Reinhard Microsoft Employee on at

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Hello Mav,

Here is another option 4

ax2012exceldataimport.blogspot.com/.../dynamics-ax-2012-ledger.html

Best regards,

Ludwig

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