Create, modify, or delete a case

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

When a customer, vendor, or employee contacts you with a problem, you can create a case to track both the problem and the resolution. As you work with the case, you can modify the details surrounding the case, or if necessary, you can delete it.

Create a case

  1. Click Sales on the top link bar, and then click Cases on the Quick Launch.

    –or–

    Click Compliance on the top link bar, and then click Audit cases on the Quick Launch.

  2. On the Action Pane, on the Case tab, in the New group, click Case.

    If you are creating a dependent case, click Dependent case.

  3. Enter all required information and any other information that you have about the case, and then click Save and close.

Modify a case

  1. Click Sales on the top link bar, and then click Cases on the Quick Launch.

    –or–

    Click Compliance on the top link bar, and then click Audit cases on the Quick Launch.

  2. In the case list, in the Name column, click the case that you want to modify. The View case page opens.

  3. On the Action Pane, on the View tab, in the Maintain group, click Edit.

  4. Make the necessary changes to the case information and then click Save and close.

    Note

    To change the audit case that is associated with an entity, click the Associations FastTab, select the entity, and then click Change. Select the ID of the audit case that you want the entity to be associated with, and then click Save and close.

Delete a case

  1. Click Sales on the top link bar, and then click Cases on the Quick Launch.

    –or–

    Click Compliance on the top link bar, and then click Audit cases on the Quick Launch.

  2. In the case list, in the Name column, click the case that you want to delete, and then on the Action Pane, on the Case tab, in the Maintain group, click Delete.

    All activities that are associated with the case are also deleted.

    Note

    To delete a parent case, you must first delete all associated child cases.