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Use this form to configure endpoints for data transfer. For inbound transfers, the endpoint is the source; for outbound transfers, the endpoint is the destination. For example, trading partners are endpoints.

Before you can configure an endpoint, the following conditions must be met:

  • A local endpoint is configured for the current company.

  • An action is enabled for the exchange, for example, CustCustomerService.read. For more information, see topic "Creating and configuring actions" in the Server and Database Administration Help.

  • Microsoft Dynamics AX users are associated with the endpoint.

  • Customer or vendor accounts are set up as users.

  • An outbound channel is defined, if needed.

Note Note

Microsoft Dynamics AX ships with a default endpoint that can be used to enable data exchanges as soon as services are generated. The default endpoint has minimal configuration options, and you cannot add any constraints or users to the default endpoint.

For more information, see the following topics in the Server and Database Administration Help:

  • Using AIF to integrate with external systems

  • Setting up an intercompany organization

  • Creating and configuring endpoints

Tasks that use this form

See topics "Create an endpoint" and "Configure an endpoint" in the Server and Database Administration Help.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

View identifying information for the endpoints in the system, including associated channel ID.

View details about the selected endpoint.

Enter information about any constraints on the endpoint. Constraints restrict the information that can be sent to or received from an endpoint to specific customers, vendors, or warehouses. This tab is not available if the default endpoint is selected.

Enter user information associated with the endpoint, including trusted intermediaries. This tab is not available if the default endpoint or an intercompany endpoint is selected.

Buttons

Button

Description

Open the form, in which you can configure actions for an endpoint.

For more information, see Endpoint action policies (form).

Fields

Field

Description

The unique identifier of the endpoint.

The friendly name of the endpoint.

Select this check box to enable the endpoint to participate in document exchanges. You must enter a constraint or select the check box on the tab before selecting this field.

Select this check box to return detailed error messages to the endpoint. By default, Microsoft Dynamics AX logs detailed errors and sends a generic error back to the endpoint. Enabling this field will send the detailed error to the endpoint. Only select this field if it is acceptable to send out detailed error information to an endpoint.

Select this check box if this endpoint is an Microsoft Dynamics AX company that participates in an intercompany exchange.

The Microsoft Dynamics AX company that participates in an intercompany exchange.

The unique identifier of the channel to be used for exchanging documents with this endpoint. This field is required if data will be sent to the endpoint (outbound).

The identifier for the local endpoint (your system) that participates in the exchange with the endpoint that you are configuring. Set up a local endpoint on the form.

Select the encoding format for this endpoint:

Select this check box if there are no customer, vendor, or warehouse restrictions on the data being exchanged with this endpoint.

If you do not select the check box, then you must select a constraint for the endpoint:

The unique identifier of the constraint. You must select a customer, vendor, or warehouse depending on the constraint type that you selected.

The Microsoft Dynamics AX user or group.

The user or group ID for the Microsoft Dynamics AX user or user group.

Select this check box if a trusted intermediary is allowed to send documents to the local endpoint. If you select this field, you must enter a user or user group in the grid below it.