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I think this topic is very useful with AX new Implementation and all points mentioned here should be taken into our consideration.
This topic describes the tools and strategies that you can use when you are planning to import or export Microsoft Dynamics AX data. The topic also describes how to plan to move data from one enterprise resource planning (ERP) system to another. Finally, the topic describes performance and security considerations when you import and export data. read more
1. In a typical integration scenario, users who have business expertise first determine the document exchange needs. These are requirements from a business perspective. The business users work with the Implementation team to specify:
a. What data is to be exchanged.
b. Any business logic related to that data.
c. The external systems with which data is to be exchanged.
d. The conditions under which data is sent from or received by Microsoft Dynamics AX.
2. The partner or system implementer works with the customer and their IT staff to determine the hardware and software requirements for AIF. They analyze the existing environment and recommend any new hardware or software that must be installed.
3. The customer's IT staff installs and configures any required hardware and software to support AIF.
4. The partner or customer developer programs the document exchange. They can make customizations to the AIF documents or create new documents to meet the requirements of the business users. How AIF is configured depends in part on the network environment. Therefore, the developer may work with IT staff when implementing an integration scenario.
5. IT staff monitors the document exchanges and troubleshoot any errors that are generated.
This topic provides answers to common document management questions. You can use document management in Microsoft Dynamics AX to attach files to records. For example, you can attach PDF, Microsoft Word, or Microsoft Excel files to a purchase order or a sales order. You can also create Word and Excel templates from Microsoft Dynamics AX data.
What is the difference between document handling and document management?
There is no difference. Both terms refer to the same functionality. In earlier versions of Microsoft Dynamics AX, the functionality was called document handling. In more recent versions, it’s called document management.
What is the difference between document management and print management?
What is the difference between document management and print management?Document management lets you add notes, documents, and other files to records in Microsoft Dynamics AX.
Print management lets you control print settings for selected reports. Print settings include the number of copies, the printer destination, and the multilanguage text that can be included on the report. For more information, see Print management.
What is the difference between document types and file types?
Document types are used to categorize the documents that you attach to records or the templates that you create. The document management system handles several types of documents. These include letters, worksheets, and notes. Before you can create templates or attach documents to records, you must configure document types in the Document types form. For more information, see Configure document management.
A file type is the extension of the document. For example, .doc, .xlsx, and .pdf are all file types.
Can I export or import document types?
Yes. For more information, see Export and import a document type.
What is the difference between document management and print management?
Yes. Document attachments can be located anywhere on the Internet or on an intranet and can be attached by using the URL DocuType. For example, if you attach a Word document that is located on SharePoint Online to a record, the attachment opens in the web version of Word
Can I store Microsoft Dynamics AX attachments in SharePoint?
Yes, but only if you’re using Microsoft Dynamics AX 2012 R2. For more information, see Configure Microsoft Dynamics AX document management to use Microsoft SharePoint document libraries.
Can I use templates that are stored in SharePoint as Microsoft Dynamics AX document templates?
Yes, but only if you’re using AX 2012 R2. For more information, see Configure Microsoft Dynamics AX document management to use Microsoft SharePoint document libraries.
Can I move a document archive?
Yes. However, you must copy the documents from the old archive to the new archive before you enter the new location in the archive directory field. This precaution is necessary so that you don’t break existing document references to existing documents.
To move a document archive, follow these steps:
1. Copy all documents from the old archive to the new archive.
2. Click Organization administration > Setup > Document management > Document management parameters.
3. In the General area of the form, in the Archive directory field, enter the path of the new document archive.
Why can’t I click the attachments icon in the Document handling form?
The attachments icon is available only if all of the following scenarios are true:
· You have selected a record.
· You have activated document management. For more information, see Configure document management.
· You have permission to view attachments for the record.
How do I lock the Document handling form?
The Document handling form always lists the documents that are attached to the selected record. If you leave the Document handling form open and you select another record, the form is updated to list the documents that are attached to the newly opened record.
To avoid updating the Document handling form when you select a different record, you can lock the view so that the information in the form doesn’t change.
To lock the Document handling form view, follow these steps:
1. Select a record.
2. Click File > Command > Document handling to open the Document handling form.
3. Click Functions > Lock.
4. Select another record. The documents for the locked record are still displayed in the Document handling form.