Prospects (form)

Article
05/05/2014

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

Click Sales and marketing > Common > Prospects > All prospects. On the All prospects list page, open or create a prospect.

Use this form to store information about prospective customers and vendors.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs (Action Pane)

Tab	Description
Prospect	Create, change, or delete a prospect. View contact information, or attach a document to the prospect record.
Sell	Create a new lead, opportunity, or quotation from the selected prospect. Or, view the lead records, opportunity records, or quotation records that are associated with the selected prospect.
Market	View the campaigns, call lists, or mailings that include the selected prospect.
General	Create a case, or view related information and activities for the selected prospect.

Tabs (lower pane)

Tab	Description
General	View or modify information about the prospect’s account and organization.
Addresses	View or add address information for the selected prospect.
Contact information	View or add contact information for the selected prospect.
Miscellaneous details	View or modify information about the prospect's status, industry, and business hours.
Sales demographics	View or select sales information for the selected prospect, such as the line of business and currency.
Credit and tax	Enter or update information about credits and taxes for the selected prospect.
Delivery defaults	Select default information about deliveries that are made to the selected prospect.
Financial dimensions	View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.
Administration	View information about when the selected prospect was created and modified, and who created and modified the prospect.

Buttons (Action Pane)

Button	Description
Prospect	Create a new record for a prospect.
Contacts	View the contacts for the selected prospect, add contacts to the selected prospect, or add the prospect to your contact list in Microsoft Outlook.
Financials	View or enter financial information for the selected prospect.
Item statistics	Generate a graph that displays financial information or transaction information for the selected prospect.
Attachments	View the documents that are attached to the selected prospect record, or attach documents to the prospect record.
Opportunity	Create an opportunity record for the selected prospect.
Leads	Create a lead record for the selected prospect.
Sales quotation	Create a sales quotation for the selected prospect.
Project quotation	Create a project quotation for the selected prospect.
Leads	View the lead records that are associated with the selected prospect.
Opportunities	View the opportunity records that are associated with the selected prospect.
Quotations	View the sales quotations and project quotations that are associated with the selected prospect.
Campaigns	View the campaigns that include the selected prospect.
Calls	View a record of the telephone calls that have been made from your organization to the prospect.
Call lists	View the call lists that include the selected prospect.
Mailings	View the mailings that include the selected prospect.
Case	Create a case for the selected prospect.
Business classifications	Create or change a business classification for the selected prospect.
Responsibilities	Add or assign a worker who is responsible for the selected prospect.
Check for duplicates	Check for duplicate prospect records.
Convert to customer	Convert the selected prospect to a customer.
Convert to vendor	Convert the selected prospect to a vendor.
Cases	View the cases that have been created for the selected prospect.
Customer	View the customer records that are associated with the selected prospect.
Vendor	View the vendor records that are associated with the selected prospect.
Transaction log	View a list of transactions for the selected prospect.
Activities	View or create an activity for the selected prospect.

Buttons (lower pane)

Button	Description
Change name	Change the name of the party. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Change party association	Change the party record association of the selected record.
More options (On the Address FastTab)	Select the action to perform for an address record. In Microsoft Dynamics AX 2012 R2, select from the following options: Remove – Mark the selected address record as inactive. You can delete all inactivated addresses by running a batch job in the Delete inactivated addresses form. Set defaults – Select the default address. Advanced – Open the Manage addresses form. In Microsoft Dynamics AX 2012, select from the following options: Remove – Delete the selected address record from the list. Deactivate – Set the status of the selected address record to inactive. The address record is not deleted. Advanced – Open the Manage addresses form.
More options (On the Contact information FastTab)	Select the action to perform for a contact information record. In Microsoft Dynamics AX 2012 R2, select from the following options: Remove – Delete the selected contact information record. Set defaults – Select the default contact information record. Advanced – Open the Edit contact information form. In Microsoft Dynamics AX 2012, select from the following options: Remove – Delete the selected address record from the list. Deactivate – Set the status of the selected address record to inactive. The address record is not deleted. Advanced – Open the Edit contact information form.
Map	Open an online map for the selected address.

Fields

Field	Description
Account	The unique account number that is assigned to the selected prospect.
Record type	Select the record type that is used for the selected prospect.
Personal title	Select the personal title that is used by the prospect. This field is available only if the prospect record type is person.
Personal suffix	Select the personal suffix that is used by the prospect. This field is available only if the prospect record type is person.
Name	Enter or select the name of the prospect.
Search name	Enter a name that can be used to search for the prospect.
Professional title	Select the prospect’s professional title. This field is available only if the prospect record type is person.
Professional suffix	Select the prospect’s professional suffix. This field is available only if the prospect record type is person.
Type ID	Select the prospect type.
Display as	Select how you want the prospect’s name to be displayed. For example, the order of names can be last, first, and middle.
Number of employees	Enter the number of people who are employed by the organization. This field is available only if the prospect record type is organization.
Organization number	Enter the organization number that is assigned to the prospect. This field is available only if the prospect record type is organization.
ABC code	Select the ABC code. This field can be used to categorize parties. Your organization can determine the categories. This field is available only if the prospect record type is organization.
DUNS number	The Data Universal Numbering System (DUNS) number that is assigned to the organization. This number is unique to the organization. This field is available only if the prospect record type is organization.
Address books	Select the address books that you want the selected prospect record to be included in.
Known as	Enter the phonetic pronunciation of the prospect’s name.
Language	Select the prospect’s preferred language.
Name or description	Addresses tab – The name or description of the selected address record for the prospect. Contact information tab – The name or description of the selected contact information record for the prospect.
Address	View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.
Purpose	View the purpose of the selected address. For example, the address may be used for deliveries only, or for deliveries and services.
Primary	View whether the address is primary. A primary address is the principal postal address for the selected party. A primary address can also be the default address for the party.
Type	The type of contact information, such as an e-mail address or telephone number.
Contact number/address	The contact number or address, such as the e-mail address, telephone number, or URL.
Primary	If this check box is selected, the contact information is primary. Primary contact information is the principal form of communication for the selected party. To select or clear this check box, click More options and then select Advanced.
One-time customer or vendor	Select this check box if the prospect will be a customer or vendor only one time with your organization.
Status	Select the status of the selected prospect.
Invoicing and delivery on hold	Select whether any invoices or deliveries have been put on hold for the prospect.
Customer group	Select the customer group that the prospect is assigned to, if the prospect is assigned to a customer group.
Vendor group	Select the vendor group that the prospect is assigned to, if the prospect is assigned to a vendor group.
Opening time	Select the time of day that the prospect opens for business.
Closing time	Select the time of day that the prospect closes for business.
Direct mail	Select this check box if the prospect can receive mail directly.
Employee responsible	Select the worker in your organization who is responsible for the prospect.
Line of business	Select the prospect's line of business.
Segment	Select the segment of business that the prospect belongs to.
Subsegment	Select the subsegment of the prospect's business.
Company chain	Select the company chain that the prospect belongs to.
Sales district	Select the sales district that the prospect is located in.
Currency	Select the currency code for the prospect. This code corresponds to the currency type that is used by the prospect.
Mandatory credit limit	Select this check box to display an error if the prospect’s credit limit is exceeded.
Credit rating	Enter the credit rating that is assigned to the prospect.
Credit limit	Enter the credit limit for the prospect.
Prices include sales tax	Select this check box if all prices that are offered to the prospect include sales tax.
Sales tax	Select the sales tax group that is assigned to the prospect.
UPS zone	Enter the prospect’s UPS zone.
Delivery terms	Select the terms of delivery for the prospect. For example, cash on delivery (COD) or vendor delivery.
Mode of delivery	Select the mode of delivery for the prospect. For example, ground or next-day air.
Destination code	Select the destination code for the prospect.
Receipt calendar	Select the type of calendar that is used for deliveries that are made to the prospect.
Last modified date	The date that the prospect record was last modified.
Modified by	The role of the worker who last modified the information about the selected prospect.
Imported	Select this check box if the information about the prospect was imported into Microsoft Dynamics AX.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).