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Microsoft Dynamics AX Create

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Snap Type:Write
Description:

This Snap creates records in Dynamics AX instance. This Snap uses Microsoft Dynamics AX Application Integration Framework (AIF) to communicate with Microsoft Dynamics AX 2012 servers. There are mandatory input fields that must be provided via the input view to create AX objects of different object types, and to decide which fields are mandatory you need to look at the Dynamics AX server's configuration.

ETL Transformations & Data Flow

This Snap enables the following ETL operations/flows:

  1. Extract data from the upstream Snap containing the data for creating the Dynamics AX object(s)
  2. Transform the input document into a SnapLogic friendly JSON Document
  3. Load the data into the Dynamics AX Create Snap to create the AX object(s)Input & Output
  • InputNeeds to have an upstream Snap that contains the mandatory fields for creating the AX object. Mapper Snap is a preferred upstream Snap as it populates the input schema for the selected Dynamics AX Object Type.

  • Output: A document with the result set. If the creation is successful, then the output document will contain the ID key name and ID key value of the created AX object. Note that the ID key name is usually different for each object type.

Modes

  • Ultra pipelines: May work in Ultra Pipelines.
  • Spark (Deprecated) mode: Not supported in Spark mode.
Prerequisites:

1. Microsoft Dynamics AX 2012 instance

2. An enhanced integration inbound port on the AX instance that has one or more create operations setup

Limitations and Known Issues:

None at this time.

Configurations:

Account & Access


This Snap uses account references created on the Accounts page of SnapLogic Manager to handle access to this endpoint. See Microsoft Dynamics AX Account for information on setting up this type of account.

Views

InputThis Snap has at most one document input view.
OutputThis Snap has exactly one document output view.
ErrorThis Snap has at most one document error view and produces zero or more documents in the view.
Troubleshooting:

Settings

Label

Required. The name for the Snap.

Company

The company name to perform Create operation on. The company should be defined on the AX instance side. The property can be provided through user input or pipeline parameters.

Default value: [None]

AIF endpoint

Required. URI of the inbound port. You may find the information at the Dynamics AX instance: System administration > Setup > Services and Application Integration Framework > Inbound ports > [Your port name] > URI.

Example: http://<host_name>/MicrosoftDynamicsAXAif60/CustomerService/xppservice.svc

Default value: [None]

Object type

Required. The object type to perform Create operation on. The value of the property depends on the object types contained in the target inbound port.

Example: Customer

Default value: [None]

Execute during preview

This property enables you to execute the Snap during the Save operation so that the output view can produce preview data.

Default value: Not selected.

Examples


Basic Use Case

The following pipeline describes how the Snap functions as a standalone Snap in a pipeline:

The pipeline uses a Mapper Snap to simulate the upstream pipeline that provides the data that is used by the Dynamics AX Create Snap to create an AX object.

Saving the pipeline will allow the Dynamics AX Create Snap to populate the input schema to Mapper, which makes it easier to pick the fields:

The Dynamics AX Create Snap is configured as below:

Exported pipeline is available for download in the Downloads section.


Typical Configuration

Key configuration of the Snap lies in how the data is being passed. There are two ways of doing so in the Microsoft Dynamics AX Create Snap:

  • Without Expressions

Data is passed directly into the Snap:

  • With Expressions
    • Using Pipeline parameters: Data is passed as a pipeline parameter (parameters to be applied can be selected by enabling the corresponding checkbox under the Capture column)

Configuring using upstream parameters

Here are some JSON representations of the mandatory fields for AX object types, they can be copy-paste to Json Generator Snap and used as the input for Dynamics AX Create Snap.

Customer
[
  {
    "CustomerServiceCreateRequest": {
      "Customer": {
        "CustTable": [
          {
            "CustGroup": "TestGroup",
            "Currency": "USD",
            "Name": "test1",
            "class": "entity",
            "AccountNum": "terence-010",
            "DirParty": [
              {
                "class": "entity",
                "Name": "test create1",
                "xsiType": "AxdEntity_DirParty_DirOrganization"
              }
            ]
          }
        ]
      }
    }
  }
]


SalesOrder
[
  {
    "SalesOrderServiceCreateRequest": {
      "SalesOrder": {
        "SalesTable": [
          {
            "CustAccount": "DAT-000001",
            "LanguageId": "en-us",
            "class": "entity",
            "PurchOrderFormNum": "1234",
            "ReceiptDateRequested": "2017-10-10"
          }
        ]
      }
    }
  }
]

Advanced Use Case

The following describes a pipeline, with a broader business logic involving multiple ETL transformations, that shows how typically in an enterprise environment, Create, Read, Search and Delete functionalities can be used. Pipeline download link below.  

This pipeline moves records from a Salesforce instance to the Dynamics AX instance, where the records are created, searched and read for the required IDs and deleted them as needed.

The ETL Transformations:

  1. Extract: The Salesforce Read Snap retrieves the records from an object type from the Salesforce instance
  2. Transform: The Mapper Snap maps the records from the Salesforce object to the Dynamics AX instance 
  3. Load:The Dynamics AX Create Snap creates the records on the AX instance 

The pipeline further uses:

  • The Mapper Snap maps the records to be searched from an Object type.
  • The Dynamics AX Search Snap searches all the records.
  • The JSON Splitter Snap splits the the records based upon the field names.
  • The Dynamics AX Read Snap reads the records based on the given fields and they are retrieved from the bottom using the Tail Snap.
  • The Mapper Snap maps the records to be deleted using the Dynamics AX Delete Snap.


Downloads


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