Exchange Rate Providers in Ax 2012 R2 (Out Of Box)Setups and Steps to Customize, Enable New Service Providers

Solution Architecture:

Setting Up Exchange Rate Provider in Ax 2012 R2:

In Ax 2012 R2 CU1 as Out Of Box Feature, Following are the steps that describe how to easily setup the Exchange Rate Providers.

• You must first set up the exchange rate provider you want to use, and AX 2012 R2 comes with 3 providers ready to use in General Ledger -> Setup -> Currency -> Configure Exchange Rate Providers :

• Once this is done, General Ledger -> Periodic -> Import Currency Exchange Rates allows you to choose which Exchange Rate Type you want to import the rates for, and using which provider.

• You can of course set one up for each rate type, and even schedule these to import periodically using the standard AX batch feature

• Once this has run, your rates can be reviewed inGeneral Ledger -> Setup -> Currency -> Exchange Rates :

Steps to Customize and Enable New providers in Ax 2012 R2

A customization is required, where a provider class(EX: ExchangeRateProviderXXX) created extending form ExchangeRateProvider Class.

• In the classdeclaration()

1. Declare the Provider Id macro with value - '[ Enter GUID of the provider here]'
2. DeclareService Current URL Macro with - '[Service URL for current date provided by the service provider here]'
3. DeclareService on Date URL Macro with - '[Service URL for date range provided by the service provider here]'

• In the getConfigurationDefaults()

1. Set default values for addNameValueConfigurationPair
2. Set ServiceCurrentURL, ServiceOnDateURL to NameValueConfigurationPair

• In the getExchangeRateDisplayFactor() Set the Switch case from 1-1000 Exchange Rate Display Factor.
• In the getExchangeRateFromNode() set the loop to get the ExchangeRate from the XML Response node.
• In the getExchangeRates() set the ExchangeRateRequest which sends a request to the Service Provider using the web service and sending the Request XML.
• In the getExchangeRatesFromService() pulls the data from the response XML file and distributes the data to the respective fields, Assert, and Revert the FileIO Permissions.
• In the getName() return a string with name '[Service Provider Name]' to Display it on form.
• In the getProviderId()consume the macro declared in the class declaration.
• In the getSupportOptions()set parm methods for options for CurrencyPairs, SpecificDates, ISO Currency.
• In the providerId() return the providerId received from getProviderId Method.

Compile the objects, resolve syntax of BP errors/Warnings If any, Create labels for the text and then Generate Full CIL.

Hence that Enables your service provider as shown below: