Standard Document Services

Article
11/29/2021

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Microsoft Dynamics AX 2012 contains many standard document services. Each service supports a particular business process. You can customize these standard documents or create custom documents that suit your individual business processes.

Document Services that are included with AX 2012

In many cases, standard document services use the same data that is presented on the corresponding form. For example, you can programmatically access data for customer records by using the CustCustomerService service and work with the same data in the Customer form. (Click Accounts Receivable > Customers > All customers.)

Each document is represented by a class and a query in AX 2012. The name of a document class is preceded by Axd. For example, AxdSalesOrder is the name of the document and also the name of the document class and the related query in the AOT. You will often see the terms "document" and "Axd document" and "document class" used interchangeably.

The following table lists the document services that are included with AX 2012. The version number specifies in which version of Microsoft Dynamics AX the document originally shipped. The service class name is the name displayed in the Select service operations form and appears in the Services node of the Application Object Tree (AOT). For more information about the Select service operations form, see Customize service contracts. In most cases, the corresponding query has the same name as the document. You can click the service name to read more information, if it is available.

You can generate a schema for each document by creating an enhanced inbound integration port and specifying the service operation. For more information, see the section “Viewing schemas” in Customize service contracts. You can generate sample XML for a particular schema when you use Visual Studio to view the schema.

Service Name	Document class name	Service class name	Version	Description	Supported service operations (Create, Read, Update, Delete, Find, findKeys, getKeys, getChangedKeys)
Advance shipping notice	AxdASN	InventASNService	4.0	Sent to the customer when the sales order packing-slip updated.	R
Exchange rates	AxdExchangeRates AxdSendExchangeRates	LedgerExchangeRatesService	4.0	Enables you to send your exchange rates to another subsidiary.	CR
Free-text invoice	AxdFreeTextInvoice	CustFreeTextInvoiceService	4.0	Creates a sales order in the application. This document has significantly fewer restrictions on input data than the Sales Order document.	C
Inventory counting journal document	AxdCountingJournal	InventCountingJournalService	4.0	Updates inventory amounts and balances with inventory information from a third-party warehouse system.	C
Inventory on hand	AxdInventoryOnHand	InventInventoryOnHandService	4.0	Enables external users to receive up-to-date information about on-hand inventory amounts.	R
Inventory profit and loss journal	AxdProfitLossJournal	InventProfitLossJournalService	4.0	Creates an inventory profit and loss record that is based on information from a third-party warehouse management system.	C
Inventory transactions	AxdInventoryTransactions	InventInventoryTransactionsService	4.0	Describes the inventory transactions document.	R
Inventory transfer journal	AxdTransferJournal	InventTransferJournalService	4.0	Updates the inventory warehouse data from a third-party warehouse management system.	C
Packing slip	AxdSalesPackingSlip	SalesSalesPackingSlipService	4.0	Creates a packing slip record. The packing slip record is based on the data from a third-party warehouse management system.	C
Picking list	AxdPickingList	InventPickingListService	4.0	Sends a picking list to a third-party warehouse management system.	R
Price discount agreement journal	AxdPriceDiscountJournal	PricePriceDiscJournalService	4.0	Describes the price discount agreement document.	C
Price list	AxdPriceList	PricePriceListService	4.0	Sends a compiled price list to a customer. The price list is based on the trade agreements and discounts for the specific customer.	R
Purchase invoice	AxdPurchaseInvoice	LedgerPurchaseInvoiceService	4.0	Creates a purchase invoice that is based on the associated purchase order.	C
Purchase requisition	AxdPurchaseRequisition	PurchPurchReqService	4.0	Sends a purchase requisition to a vendor.	R
Sales invoice	AxdSalesInvoice	SalesSalesInvoiceService	4.0	Sends an invoice to a customer. The invoice is based on the sales order data of the customer.	R
Sales order	AxdSalesOrder	SalesSalesOrderService	4.0	Creates a new sales order record.	CRUD
Address	AxdAddress	DirAddressService	4.0 SP2	Enables external systems to read, update, create, and delete alternative addresses.	CRUD
Contact person	AxdContactPersons	DirContactPersonsService	4.0 SP2	Enables external system to read, create, update, and delete contact persons.	CRUD
Customer	AxdCustomer	CustCustomerService	4.0 SP2	Enables external systems to read, create, update, and delete customers.	CRUD
Customer group	AxdCustomerGroups	CustCustomerGroupsService	4.0 SP2	Enables external systems to read, create, update, and delete customer groups.	R
Item	AxdItem	InventItemService	4.0 SP2	Enables a two-way collaboration of the item master for the objective of synchronization in a dgusiness-to-business relation.	CR
Item dimension combination	AxdInventDimCombination	InventInventDimCombinationService	4.0 SP2	Enables external systems to read information about combinations of item dimensions, for example, color and size.	R
Payment terms	AxdPaymentTerms	PaymPaymentTermsService	4.0 SP2	Delivers a list of payment terms.	R
Product groups	AxdInventItemGroup	InventInventItemGroupService	4.0 SP2	Enables external systems to read information about product groups.	R
Shipping methods	AxdDeliveryModes	InventDeliveryModesService	4.0 SP2	Enables external systems to read information about shipping methods.	R
Warehouse	AxdInventLocation	InventInventLocationService	4.0 SP2	Enables external systems to receive information about a warehouse.	R
Bill of materials (BOM)	AxdBillsOfMaterials	BomBillsOfMaterialsService	5.0	Enables synchronization of a bill of materials with external systems, for example, when production is outsourced to a subcontractor.	CR
Cash discount	AxdCashDisc	LedgerCashDiscService	5.0	Delivers a list of cash discounts available to a specific user.	R
Credit card	AxdTrvPBSMaindata	TrvTrvPBSMaindataService	5.0	Enables the import of corporate credit card transactions.	C
Customer Payment Journal	AxdCustPaymJournal	LedgerCustPaymJournalService	5.0	Enables creating customer payment records based on a customer invoice.	C
Expense report	AxdExpense	TrvExpenseService	5.0	Enables the entry and submission of expense reports.	CR
Fixed asset	AxdFixedAsset	AssetFixedAssetService	5.0	Delivers a list of assets, and enables creating new fixed asset records.	CRU
Fixed asset condition	AxdAssetCondition	AssetAssetConditionService	5.0	Delivers a list of the asset conditions. Fixed asset conditions describe the physical status of a fixed asset, such as good, new, refurbished, improved, or used.	R
Fixed asset group	AxdAssetGroup	AssetAssetGroupService	5.0	Delivers a list of the asset groups.	R
Fixed asset location	AxdAssetLocation	AssetAssetLocationService	5.0	Delivers a list of the asset locations. Locations describe where a fixed asset resides and may include an address.	R
Fixed asset major type	AxdAssetMajorType	AssetAssetMajorTypeService	5.0	Delivers a list of the asset major types. Fixed asset major types are high-level asset groupings, used for reporting purposes only.	R
Ledger journal	AxdLedgerGeneralJournal	LedgerGeneralJournalService	5.0	Delivers a list of general journals, and enables creating new general journals with ledger account types supporting multicurrency and intercompany accounts.	CR
Product picking list	AxdProdPickingList	ProdProdPickingListService	5.0	Creates a production picking list journal. Enables a subcontractor to report consumption of items.	C
Project hour journal	AxdProjectHourJournal	ProjProjectHourJournalService	5.0	Enables external systems to create project hour journals.	C
Project invoice	AxdProjInvoice	ProdProjEInvoiceService	5.0	Project invoice for Danish e-invoice. Creates an electronic invoice for the Danish tax authorities.	R
Return order	AxdReturnOrderIn	ReturnReturnOrderInService	5.0	Enables the entry of customer return orders.	CUD
Return order acknowledgment	AxdReturnOrderOut	ReturnReturnOrderOutService	5.0	Enables the sending of a return order acknowledgement to the customer.	R
Route card	AxdRouteCard	ProdRouteCardService	5.0	Creates a production route card journal. Enables a subcontractor to report progress (hours spent, good quantity, error quantity, percent complete).	C
Sales e-invoice	AxdSalesInvoice_Einvoice	SalesSalesEInvoiceService	5.0	Sales invoice for Danish e-invoice. Creates an electronic invoice for the Danish tax authorities.	R
Service agreement	AxdServiceAgreement	SMAServiceAgreementService	5.0	Enables the exchange of electronic service agreements including the service agreement header and lines.	R
Service order	AxdServiceOrder	SMAServiceOrderService	5.0	Enable the exchange of electronic service orders including the service order header and lines.	CRUD
Vendor	AxdVendor	VendVendTableService	5.0	Enables synchronization of vendor data with external systems.	CRUD
Vendor group	AxdVendorGroup	VendVendGroupService	5.0	Enables synchronization of vendor groups with external systems.	CRUD
Vendor payment	AxdVendorPayment	LedgerVendorPaymentService	5.0	Delivers payment information for a specific vendor.	R
Budget transaction	AxdBudgetTransaction	BudgetTransactionService	AX 2012	Allows end user to create, read, update, and delete budget register entries	CRUDF, FK, GCK, GK
Catalog import	AxdCatImp	CatImpService	AX 2012	Allows end user (Vendor, Purchasing agent. Or Purchasing manager) to maintain the imported catalog of the vendor in Microsoft Dynamics AX	C, GCK, GK
Customer electronic payment	AxdCustPayments	CustPaymentsService	AX 2012	Customer electronic payment service	FR
Document handling	DocumentHandlingService Note The corresponding query is called DocumentHandling.	DocumentHandlingService	AX 2012	Allows users to submit unattached documents and push them into workflow for association with records.	C
Product master dimension values	AxdEcoResProductMasterDimValue	EcoResProductMasterDimValueService	AX 2012	Allows read and write of product dimension values for a product master.	CRF, FK, GCK, GK
Product service	AxdEcoResProduct	EcoResProductService	AX 2012	Enables external systems to read or write products into shared product repository.	CRF, FK, GCK, GK
Meter reading service	AxdEMSMeterReadingFlow	EMSMeterReadingFlowService	AX 2012	Allows external systems to record meter readings in the environmental sustainability dashboard.	C, GCK, GK
Substance flow	AxdEMSSubstanceFlow	EMSSubstanceFlowService	AX 2012	Allows external systems to record substance flow transactions in the environmental sustainability dashboard.
EU sales list reporting	AxdEUSLReporting	EUSLReportingService	AX 2012	Enables generation of EU sales list files which are used for reporting to government authorities.	R, F, GCK, GK
Warehouse item	AxdInventItemLocation	InventInventItemLocationService	AX 2012	Enables external systems to create and retrieve warehouse items.	CRF, FK, GCK, GK
Barcode service	AxdInventItemBarcode	InventItemBarcodeService	AX 2012	Enables external systems to retrieve barcode information for a released product.	RF, FK, GCK, GK
Create inventory transfer order	AxdTransferOrderCreate	InventTransferOrderCreateService	AX 2012	Enables external systems to create inventory transfer orders.	C, GCK, GK
Inventory transfer order posting	AxdTransferOrderPosting	InventTransferOrderPostingService	AX 2012	Enables external systems to post inventory transfer orders.	C, GCK, GK
Read inventory transfer order	AxdTransferOrder	InventTransferOrderService	AX 2012	Enables external systems to read inventory transfer orders.	RF, FK, GCK, GK
Request for quote reply	AxdRFQReply	PurchPurchRFQReplyService	AX 2012	Enables a customer to receive vendor quotes in response to a request for quote.	UF, GCK, GK
Request for quote send	AxdRFQSend	PurchPurchRFQSendService	AX 2012	Enables a customer to send requests for quote to vendors.	RF, FK, GCK, GK
Purchaser requisition	AxdPurchaseRequisition	PurchReqImportService	AX 2012	Enables the creation, retrieval, and cancellation of purchase requisitions.	Cancel, CRDF, FK, GCK, GK
Request for quote sites	AxdPurchRFQSites	PurchRFQSitesService	AX 2012	Enables the customer to manage request for quote documents.	CRUF, FK, GCK, GK
Sales quotation journal	AxdCustomerQuotation	SalesCustomerQuotationService	AX 2012	Enables external systems to read sales quotation journals.	RF, FK, GCK, GK
Line discount list	AxdLineDiscount	SalesLineDiscountService	AX 2012	Enables external systems to retrieve line discount lists.	Find, GCK, GK
Multiline discount list	AxdSalesMultilineDiscount	SalesMultilineDiscountService	AX 2012	Enables external systems to retrieve multiline discount lists.	F, GCK, GK
Sales confirmation	AxdSalesConfirmation	SalesSalesConfirmationService	AX 2012	Enables external systems to read sales order confirmations.	RF, FK, GCK, GK
Sales quotation	AxdSalesQuotation	SalesSalesQuotationService	AX 2012	Enables external systems to read, create, update, and delete sales quotations.	CRUDF, FK, GCK, GK
Total discount	AxdSalesTotalDiscount	SalesTotalDiscountService	AX 2012	Enables external systems to retrieve total discount lists.	F, GCK, GK
Expense policy violation	TrvExpensePolicyViolation	TrvExpensePolicyViolationService	AX 2012	Delivers a list of expense violations for a given expense report.	Custom service operation TrvExpensePolicyViolationService.getPolicyViolations
Warehouse location load service	WMSLocationLocationLoadService	WMSLocationLocationLoadService	AX 2012	Enables external systems to view load information (volume, weight) for warehouse locations.	R
Payroll earnings import	AxdPayrollEarningsImport	PayrollEarningsImportService	AX 2012 R2	Enables import of earnings statements from external systems.	C
Worker import	AxdHcmWorkerImport	HcmWorkerImportService	AX 2012 R2	Enables external systems to read, create, and update worker information.	C, R, U
Budget plan	AxdBudgetPlan	BudgetPlanService	AX 2012 R2	Enables external systems to read, create, update, and delete budget plans.	C, R, U, D
Bank statement	AxdBankStmt	BankStmtService	AX 2012 R2	Enables import of bank statements. Note You must select the Advanced bank reconciliation option on the Bank account form to import bank statements.	C, R, D, F, GK, GCK
Warehouse space utilization forecast	WMSSpaceUtilService	WMSSpaceUtilService	AX 2012 R2	Creates forecast data for a warehouse space utilization report.	Custom service operation buildForecast
Warehouse workload capacity forecast	WMSWorkLoadService	WMSWorkLoadService	AX 2012 R2	Creates forecast data for a warehouse work load capacity report.	Custom service operation buildForecast
Advanced Ledger Entry	AxdAdvancedLedgerEntry	AdvancedLedgerEntryService	AX 2012 R2	Imports different types of transactions, for example, payroll transactions, and uses the posting definitions to handle the balancing entries.	C, R, U, D, F, FK
Customer collections letter for Norway	AxdCustECollectionLetter_NO	CustCollectionLetterService_NO	AX 2012 R2	Sends collection letters in electronic format to customers that have electronic invoicing enabled. Applies to Norway only.	R
Customer transaction service	AxdCustomerTransaction	CustomerTransactionService	AX 2012 R2	Retrieves a list of a customer’s open and closed transactions.	F, FK, R
Routes service	AxdRoutes	RoutesService	AX 2012 R2	Supports synchronization of a route with external systems.	C, R, F, FK
Vendor invoice	AxdVendInvoice	VendInvoiceService	AX 2012 R2	Creates a new Vendor invoice. Note You must provide the InventTransId value for the desired Purchase Order line on VendInvoiceInfoLine if receiving against Purchase Order.	C, R, D, F, FK, GK, GCK
Asset depreciation rate for Japan	AxdAssetDepRateExpImp_JP	AssetDepRateExpImp_JPService	AX 2012 R3	Supports import and export of depreciation rates in Japan for fixed asset depreciation methods including old straight line, new straight line, old declining balance, and new declining balance by using Excel.	C, R, D, U
Asset depreciation method change for Japan	AxdAssetUndepBalanceExpImp_JP	AssetUndepBalanceExpImp_JPService	AX 2012 R3	Supportsimport and export of rate depreciation method change for Japan.	C, R, D, U
Job reporting service	JmgShopFloorService	JmgShopFloorServiceClass	AX 2012 R3	Creates, updates, and reads data for the shop floor companion app that enables shop floor operators to report on production jobs.	C, U, R
Expense fields visibility configuration	TrvAdminCustomFieldsService	TrvAdminCustomFieldsService	AX 2012 R3	Returns a list of all the expense report and line fields and how their visibility is configured: read-only, visible, or hidden.	R
Expense categories	TrvExpenseCategoryService	TrvExpenseCategoryService	AX 2012 R3	Returns a list of expense categories including their subcategories and information about the category.	R
Expense module configuration settings	TrvExpenseConfigurationService	TrvExpenseConfigurationService	AX 2012 R3	Returns configuration data for the user’s expense module, including default company, currency, and personnel number.	R
Expense lines	TrvExpenseLineCustomService	TrvExpenseLineCustomService	AX 2012 R3	Creates, reads, updates and deletes an expense line that belongs to an expense report.	C, R, U, D
Expense module reference data	TrvExpenseReferenceDataService	TrvExpenseReferenceDataService	AX 2012 R3	Returns reference data needed by the expense report module like locations, expense purpose, and the like.	R
Expense report	TrvExpenseReportCustomService	TrvExpenseReportCustomService	AX 2012 R3	Creates, reads, updates, deletes, submits and recalls an expense report.	C, R, U, D, submit, recall
Guest expense line	TrvExpGuestService	TrvExpGuestService	AX 2012 R3	Creates, reads, updates and deletes guest records on an expense line.	C, R, U, D
Expense report receipts	TrvReceiptService	TrvReceiptService	AX 2012 R3	Creates, updates, reads, deletes, attaches, detaches receipts from an expense report or an expense line.	C, R, U, D, and others
Warehouse Item Hierarchy Change	WHSChangeItemHierarchyService	WHSChangeItemHierarchyService	AX 2012 R3	Stateless service operation that changes the reservation on an item that already has transactions and inventory.	Custom service operation changeItemHierarchy
Warehouse Mobile Device Service	WHSMobileDevicesServiceFacade	WHSMobileDevicesService	AX 2012 R3	Custom service operations that enable the communication between the Warehouse Mobile Device Portal (WMDP) and the AX 2012 server (AOS).	Custom service operations: getNextFormHandHeld, getServiceUserLanguage, SessionLogFindTransacation, SessionLogUserList, WorkUserDisplaySettings
Warehouse Session Log Cleanup Service	WHSSessionLogCleanupService	WHSSessionLogCleanupService	AX 2012 R3	Stateless service operations for cleaning up the Warehouse worker user session logs.	Custom service operation doCleanup
Warehouse Shipment ASN Service	WHSShipmentASNService	WHSShipmentASNService	AX 2012 R3	Document service for import, create, delete or update Advance Shipment Notice (ASN) data.	C, D, F, FK, GCK, GK, R, U

Excluded field list

The following fields are excluded in all AIF XML documents. These fields are not imported during the inbound action and are not exported during outbound actions.

Fields starting with Del_.
Fields marked with status of Not visible.

Non-Editable Fields

In an inbound message, the XML cannot contain data for fields that are non-editable in the table (the AllowEdit property is set to No). That is, for each non-editable table field, the field element must not be in the inbound XML or the field element must be filtered out in the endpoint action data policy.

Share via

Standard Document Services

Document Services that are included with AX 2012

Excluded field list

Non-Editable Fields

See also

Additional resources