E-invoicing · Dynamics AX 2012
E-invoicing for Microsoft Dynamics AX 2012
XRechnung and ZUGFeRD straight from Dynamics AX 2012 R3, without moving to Dynamics 365. Hive BDC takes the posted invoice, checks it against EN 16931 and sends it.
Where AX 2012 stands
Microsoft extended support for Dynamics AX 2012 R3 ended on 10 January 2023. Microsoft ships nothing for XRechnung or ZUGFeRD for AX 2012 anymore.
Many companies plan the move to Dynamics 365, but the obligation to send e-invoices starts on 1 January 2027. Hive BDC closes that gap without changing your ERP.
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 2012
- 1Balsoft installs the Data Flow module in your AX 2012 R3.
- 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 2012
- Your invoice reports stay as they are: the PDF that AX 2012 prints becomes the visible part of a ZUGFeRD e-invoice.
- Whether a customer receives XRechnung, ZUGFeRD or no e-invoice is set on the customer in AX.
- Besides invoices, order confirmations, quotations, collection letters, purchase orders and payment advices go out of AX as PDF by mail.
- For AX 2012 there is a user guide with every setting in AX and in the dashboard.
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
Do we have to move from AX 2012 to Dynamics 365 for e-invoicing?
No. Hive BDC produces XRechnung and ZUGFeRD straight from AX 2012 R3. Hive BDC also supports Dynamics 365 Finance & Operations for when you move later.
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 2009
E-invoicing for Microsoft Dynamics AX 2009
German e-invoices from Microsoft Dynamics AX 2009: XRechnung 3.0.2 and ZUGFeRD 2.5.2, checked against EN 16931, built from the PDFs AX 2009 prints. No upgrade.
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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