With multiple formats and data structures available for credit card companies and banks, a configuration must be created to be able to import these formats and structures. By importing Axd documents, transformations, and formats, you can import credit card transactions from major credit card companies and smaller financial institutions. Configuring a document for credit card import will enable you to import credit card transaction information by using XML.

Import an Axd document class

  1. Click > > > . There may be a brief delay while the form is loading.

  2. Enter the document name, description, and corresponding Axd document class that should be used for the import.

  3. On the tab, select how you want the system to respond to an error and whether you want the system to track the errors.

  4. Enter a Universal Naming Convention (UNC) or a local path on the server to store transactions that have generated errors during import.

    Note Note

    A secure logging path must be entered. We recommend that you do not leave this field blank. The information that is sent to this path could contain sensitive information such as credit card numbers.

  5. Click to verify that you have entered a valid document class and logging path.

  6. Repeat steps one through five until you have created and validated all documents for import.

Create transformations

  1. Click > > > .

  2. Enter a name and description for the transformation.

  3. Select a document name from the list. The list of names is from the documents created in the previous procedure.

  4. Select either an XSLT or .NET binary transformation type.

  5. Click .

  6. Click .

    If you have selected an XSLT transformation type, the framework will save the content of the transformation in a Microsoft Dynamics AX table and it can no longer be edited.

    If you have selected a .NET binary transformation type, the framework will save some of the assembly metadata (the assembly name, transformation class name, and the assembly public key token) so that it can later implement this transformation. When the assembly metadata are saved, the framework automatically validates the transformation.

Configure formats

  1. Click > > > .

  2. Enter a format name and description.

  3. Select a document name from the list. The list of names is from the documents created in the first procedure in this topic.

  4. Select the check box if you want to enable the format.

  5. Click to add transformations to the format configuration.

    Important -The order in which you create the transformations will be the same order in which they are executed during the import. Use the up and down buttons to make sure that you have your transformations in the correct order.

  6. Close the form and then click in the form.

See Also