Travel and Expense Management in Microsoft Dynamics® AX 2012: Credit Card Import

Credit Card Import Process Flow Receive and transform file from credit card vendor and set up inbound port Import credit card transactions and add to expense reports Receive credit card file Create transformation(s) Setup inbound port Isaac Business App Developer File may be in XML or flat file format Binary or XSLT Done outside of Microsoft Dynamics AX by using tools such as BizTalk Mapper Point to transform(s) Define error logging options Point to TrvPBSMaindataService in Microsoft Dynamics AX Import credit card file One-time or periodic import April AP Coordinator Add transactions to expense report Nancy Sales Rep

Value proposition Using AIF to import credit card transactions provides common experience for IT. Framework supports importing both flat and XML files. Error logging is configurable. Credit card import can be done on a one-time or recurring basis. Importing corporate credit card transactions streamlines the expense entry experience.

CCAX2012HT0039