AP Automation Integration with Medius and Microsoft Dynamics AX

Overview

Migrated Accounts Payable automation from a legacy TAP solution to Medius for a leading agricultural supplies manufacturer. The project required a secure, bidirectional integration between Medius AP and Microsoft Dynamics AX 2012 to support end-to-end AP processing.

AP automation integration with Medius and Microsoft Dynamics AX.

Scope

AX Outbound Data Feeds

Vendors and suppliers
Financial dimensions
Purchase orders
Goods received notes (GRNs)
Payment terms
Tax codes and exchange rates

AX Inbound Data Feeds

Invoices
Credit notes

Key Activities

Requirements Analysis: Worked with AP, procurement, and IT teams to define functional and technical requirements.
Interface Design: Created detailed data-mapping documents between AX entities and Medius schemas.
Development: Built automated export and import routines for all inbound and outbound data flows.
Data Exchange: Implemented secure SFTP-based file transfers with automated job scheduling.
Testing: Executed unit, integration, and UAT cycles with business users.
Deployment: Coordinated production cutover with zero business disruption.

Outcome

Successfully replaced the legacy TAP system with Medius AP automation.
Delivered 8+ automated data feeds processing ~10,000+ AP transactions per month.
Achieved 100% transactional accuracy during parallel run.
Reduced manual AP data entry by ~60%.
Improved invoice processing cycle time from 5–7 days to 2–3 days.
Enhanced reporting accuracy through aligned financial dimensions and tax codes.
Eliminated manual file handling through secure, scheduled SFTP integrations.