E-invoicing · Dynamics AX 2009
E-invoicing for Microsoft Dynamics AX 2009
Dynamics AX 2009 can send e-invoices too: Hive BDC turns the posted invoice into XRechnung and ZUGFeRD and sends it to your customers.
Where AX 2009 stands
Microsoft extended support for Dynamics AX 2009 ended on 12 April 2022. Many companies still run it reliably and do not want to replace it for e-invoicing alone.
From 1 January 2027 companies above 800,000 EUR turnover must send e-invoices, from 2028 everyone. With Hive BDC, AX 2009 meets that obligation.
The e-invoicing obligation in Germany
1 January 2025
Every company must be able to receive e-invoices.
1 January 2027
Companies with more than 800,000 EUR prior-year turnover must send e-invoices.
1 January 2028
All companies must send e-invoices for domestic B2B business.
Public-sector buyers already require XRechnung with a Leitweg-ID today. Exempt are, among others, small-amount invoices up to 250 EUR.
How the e-invoice is produced in AX 2009
- 1Balsoft installs the Data Flow module in your AX 2009.
- 2When the invoice is posted, a Data Flow batch job writes the invoice data as JSON and the printed PDF into an export folder.
- 3Hive BDC on your Windows server picks both up, checks the invoice against EN 16931 and XRechnung and produces the XRechnung or the ZUGFeRD PDF.
- 4The e-invoice goes to the customer from your own Microsoft 365 mailbox. If you want, it is also filed in SharePoint or your DMS.
What matters for AX 2009
- AX 2009 prints PDFs that often do not meet the PDF/A standard. Hive BDC repairs a copy, embeds missing fonts and produces a valid PDF/A-3 for ZUGFeRD. The original from AX stays unchanged.
- Whether a customer receives XRechnung, ZUGFeRD or no e-invoice is set per customer.
- Besides invoices, the other documents from AX 2009 go out as PDF by mail and, if you want, into SharePoint or your DMS.
- Every invoice is checked before it is sent. Missing data such as the Leitweg-ID or a contact person is logged with its rule ID, so you can add it in AX.
The user guide for this system is in preparation.
The formats
XRechnung 3.0.2
XML in the CII syntax under EN 16931, for public-sector buyers and every recipient who processes XML.
ZUGFeRD 2.5.2 / Factur-X 1.09.2
PDF/A-3 with the XRechnung XML embedded: readable for people, machine-readable for software.
Checked before sending
Every invoice runs through the EN 16931 and XRechnung business rules; findings are logged with their rule ID.
Frequently asked questions
Does e-invoicing really still work with AX 2009?
Yes. The Data Flow module exports the invoice from AX 2009, Hive BDC on its own Windows server does the rest. AX 2009 itself does not need an update for this.
Which formats does Hive BDC produce?
XRechnung 3.0.2 as XML in the CII syntax and ZUGFeRD 2.5.2 (Factur-X 1.09.2) as PDF/A-3 with the XRechnung XML embedded. You choose per customer which format they receive.
What about credit notes, cash discounts and the Leitweg-ID?
Credit notes and corrected invoices go out with the matching type code (381, 384). Cash discounts (Skonto), also in several stages, are written in the machine-readable XRechnung form. The Leitweg-ID for public-sector buyers goes into the invoice as the buyer reference (BT-10).
What infrastructure do we need?
A Windows server from Windows Server 2016, an export folder and Microsoft 365 for sending mail. SharePoint or a DMS are optional. The full system requirements are on the Hive BDC product page.
Does our data stay in house?
Yes. Hive BDC runs on your own server. Documents only go to your recipients and the SharePoint site you set up, never to Balsoft or another service.
E-invoicing for other Dynamics versions
Dynamics AX 2012
E-invoicing for Microsoft Dynamics AX 2012
German e-invoices from Microsoft Dynamics AX 2012 R3 without an upgrade: XRechnung 3.0.2 and ZUGFeRD 2.5.2, checked against EN 16931, sent by mail. User guide included.
Learn moreDynamics 365 F&O
E-invoicing for Dynamics 365 Finance & Operations
German e-invoices from Dynamics 365 Finance & Operations: XRechnung 3.0.2 and ZUGFeRD 2.5.2 with Hive BDC, checked against EN 16931, sent by mail, filed in your DMS.
Learn more
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