eBanking Suite for Microsoft Dynamics AX v4, AX2009
eBanking Suite for Microsoft Dynamics AX v4, AX2009
eBanking Suite for Microsoft Dynamics AX v4, AX2009
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C. Unlocking Keys ........................................................................................................................................ 12<strong>eBanking</strong> <strong>Suite</strong> Setup .............................................................................................................................. 13<strong>AX</strong> License In<strong>for</strong>mation ........................................................................................................................... 13D. Add a new Positive Pay <strong>for</strong>mat (only if using Positive Pay) .................................................................... 14Overview ................................................................................................................................................. 14Copy Files to your System ....................................................................................................................... 14Server Install ........................................................................................................................................... 14Install the Application Object .xpo file ................................................................................................ 14Import Positive Pay File Formats ............................................................................................................ 14Import EFT Plus! Formats ........................................................................................................................ 14E. Un-Install ................................................................................................................................................. 16Introduction ............................................................................................................................................ 16If a BUS Install - Remove the <strong>eBanking</strong> <strong>Suite</strong> <strong>AX</strong> Objects (BUS layer) ..................................................... 16If a XPO Install - Remove the <strong>eBanking</strong> <strong>Suite</strong> <strong>AX</strong> Objects (Shared Project) ............................................ 16Remove the Label file ............................................................................................................................. 17Remove the Help file ............................................................................................................................... 17Remove the Client Assembly .................................................................................................................. 17Remove the EFT+ email templates (v5 and later) ................................................................................... 17Uninstall windows service (only if using Advanced Bank Reconciliation) .............................................. 17F. Backup & Restore .................................................................................................................................... 17Revision/Enhancement History .................................................................................................................. 18Appendix A – Virtual Company Setup ......................................................................................................... 25Positive Pay ......................................................................................................................................... 25Electronic Bank Reconciliation ............................................................................................................ 26AR eSettlement w/Lockbox ................................................................................................................. 26APEFT Plus! .......................................................................................................................................... 27Notes to existing customers – switching to virtual companies .......................................................... 27A. OverviewOutlineThis guide outlines how to install the features of the <strong>eBanking</strong> <strong>Suite</strong> onto the <strong>Microsoft</strong><strong>Dynamics</strong> <strong>AX</strong> <strong>v4</strong> and <strong>AX</strong> 2009 application.Updated: July 20, 2014 Page 3