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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Load invoices and any ...
Microsoft Dynamics AX (Archived)

Load invoices and any other document of customers and vendors in Dynamics AX2012 R3

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Posted on by Community Member

Hi,

How I can load invoices and any other document  of customers and suppliers in Dynamics AX2012 R3? In AX2009 I did in Cust Trans and Vendor Trans tables, this process did not record any journal , it was only the physical load of documents. In Ax2012 I think I should create a new entity . Can anyone help me? Thanks a lot .

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  • Suggested answer
    raelhefn Profile Picture
    raelhefn Microsoft Employee on at

    Please refer to this TechNet topic it will guide you

    https://technet.microsoft.com/en-au/library/jj225591.aspx?f=255&MSPPError=-2147217396

  • Community Member Profile Picture
    Community Member on at

    Hi Ramy

    You know how to create an entity in Cust trans and Vendor Trans tables in Ax2012. I need import invoices, debit notes and credit notes (no document management) in AX2012. I used definition groups in AX2009 to import documents, this process did not record any journal, but loaded the documents in transactions of customers and vendors. Thanks a lot for help.

    Ernesto

  • Suggested answer
    Guy Terry Profile Picture
    Guy Terry 29,013 Moderator on at

    Hi Ernesto,

    Typically, General Journals are used to import Customer and Vendor Transactions. Data Import Export Framework (DIXF) is provided with an entity to import these (called 'Opening balance'), which can also be used to import General Ledger Transactions.

    This does not get you the document which created the transaction (e.g. the Invoice), but assuming this is for a data migration exercise then you probably (hopefully) don't need that as well.

  • Suggested answer
    raelhefn Profile Picture
    raelhefn Microsoft Employee on at

    Sorry for mistake it was an answer of another question as I remember.

    using Data import export framework

    dynamicsaxtipoftheday.com/.../import-data-using-the-data-import-export-framework

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Uploading CustTrans and VendTrans tables for customer and vendor invoice document is not enough.

    you should upload it as FreeText invoice and pending vendor invoice

    in standard AX 2012 R3 we have DMF entity for uploading pending vendor invoice, but we don't have entity for  FreeText invoice, it will be required to be created for custInvoiceTrans table

    Using these entities you will get the documents created in AX, then you need to post it so that you get invoice generated and then CustTrans and VendTrans will get populated automatically

    Please verify and let me know if you need any help creating new entity in DMF

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Nitesh,

    I appreciate your answer. I understand that I must load the pending invoice from customers and vendors in the following tables:

    custInvoiceTrans and VendInvoiceTrans

    You mention that there is an entity in DMF for load vendor transactions. What is the name of that entity?

    What is the procedure to create a new entity, eg for custInvoiceTrans table?

    In AX 2009 I loaded pending invoices  from customers and vendors in CustTrans and VendorTrans tables using definition groups. These tables also exist in AX2012. Should not loaded into these tables all pending invoices from  customers and vendors?

    Thanks again for you help

    Ernesto Muñiz.

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