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

Credit Card Import Process Flow

NancySales Rep

AprilAP Coordinator

Receive credit card

file

Setup inbound port

Add transactions to expense report

File may be in XML or flat file format

Binary or XSLT

Point to transform

(s)

Create transformatio

n(s)

Import credit card file

Point to TrvPBSMaindataSer

vice in Microsoft Dynamics

AX

IsaacBusiness App

Developer

Import credit card transactions and add to

expense reports

Receive and transform file from credit card vendor and set up inbound port

Done outside of Microsoft

Dynamics AX by using

tools such as BizTalk Mapper

Define error

logging options

One-time or

periodic import

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.

© 2011 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, and the Microsoft Dynamics logo are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this

presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft

cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

CCAX2012HT0039