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.

Scope

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.