Convert party types

  • Article

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

There may be times when you have to update a record to change the party type from person to organization or from organization to person. For example, you may meet someone out in the field and create a party record that has a record type of organization. Later, you realize that the record type should be person. To make sure that the party record information is accurate, you can convert the party record type to person.

To convert a party record from one party type to another, you must first create a new party record of the correct type in the global address book. Then, you associate the record that you want to convert to the new party record. After you have made the new party association, delete the party record that has the incorrect record type.

For example, Nancy is part of the sales team for Fabrikam U.K. At a trade show in London, she meets six new prospects. Nancy creates a prospect party record for each prospect. When Nancy saves the records, each record is also created in the global address book. Fabrikam has set the default party record type in Microsoft Dynamics AX to be organization. However, two of the new prospects should have a record type of person. When Nancy returns from the sales conference, she must convert the party types of the two prospect records by using the following procedure.

This procedure can also be used for customer and vendor records.

Convert a party type

  1. Click Home > Common > Global address book.

  2. On the Action Pane, on the Global address book tab, in the New group, click Party to create a new party record.

  3. In the Party form, on the General FastTab, select Person in the Record type field and enter the person’s name. This should be the name of the record that you will associate with the new party record.

  4. Close the party record.

  5. Click Sales and marketing > Common > Prospects > All prospects. On the All prospects list page, select the prospect record for which you want to change the association.

  6. On the Action Pane, on the Prospect tab, in the Maintain group, click Edit.

  7. In the Prospects form, on the General FastTab, click Change party association.

  8. In the Change party association form, in the New party record field, select the new party record that you created in steps 2 and 3, and then click OK.

  9. Click Home > Common > Global address book. On the Global address book list page, select and delete the organization type party record from which you just dissociated the prospect record.