Dynamics Navision connection

This guide explains how to connect SRXP and Dynamics Navision:

1 - Enable Navision's SOAP web services.

2 - Create a new web service object for purchase invoices.

3 - Set-up your Navision export format in SRXP.

1 - Enabling Navision's SOAP web-services

a. Open Dynamics NAV Administration. Note: if you do not know where to find it, you can use the Windows search tool located on the bottom-left corner of your taskbar.

 

 

b. After starting the Dynamics NAV Administration tool, in the left panel, expand Microsoft Dynamics NAV and click on the relevant server (DynamcisNAV100 in the below example).

 

 

c. In the center panel, scroll down and expand  the SOAP Services section. If Enable SOAP Services is not checked, click the Edit button, check Enable SOAP Services, and then click the Save button. Ensure that the other settings in this section are configured correctly.

 

 

d. Finally, you will need to restart your Dynamics NAV Instance for the changes to take effect. To do so, on the left panel, click on Microsoft Dynamics NAV (Local). Then, on the central panel right-click on DynamicsNAV100 and restart. 

 

2 - Creating a Purchase Invoice web service page:

a. In your main Navision environment, go to web-services and create a new entry.

 

 

b. Fill the details of the new web-service for Purchase Invoice page as shown in the image below  and save the changes. Make sure to mark the check-box to publish the SOAP URL.

 

3 - Set-up export format in SRXP

a. Once the new web-service for Purchase Invoice has been created and published, scroll horizontally and copy the SOAP URL. This will be the end-point URL used to communicate between SRXP and NAV.

 

 

b. In your SRXP account, go to export formats and open the Dynamics Navision export format. If  you can not find it there, please contact support@srxp.com and request them to enable the export format for your company account.

 

 

c. Scroll-down to the section ‘Connection details’ and paste your Purchase Invoice SOAP URL. In addition, you will need to provide the service name, which can be found in the same line as the SOAP URL, and you Navision credentials. Import note: at the moment, the connection between SRXP and Dynamics Navision only supports NavUserPassword authentication.

 

 

d. Once the connection details have been provided, you are ready to map your Navision fields with the SRXP fields that you would to export.

Important note: Before you start mapping, it is important for you to know that the ID column of the SRXP export format displays all the editable fields of a Navision purchase invoice form. On the Value column you will need to select the SRXP data that you want to send to the corresponding Navision field. 

In other words, the Value column determines WHAT to send and the ID column determines WHERE to send it. Taking the example of the screenshot below, we would send the SRXP ‘Reporter name’ to the field ‘Buy from vendor name’ of the Navison purchase invoice form.

 

 

You will see that there are two different blocks: Report values and Expense values. The first one corresponds to the Purchase Invoice level, while the second one corresponds the the Purchase Invoice Line level:

  • Report values = Purchase Invoice values
  • Expense values = Purchase Invoice Line values