Registration (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 > Setup > Customer self-service > Sign up.

Use this form to view and process requests from customers. The requests come from the Sign up page in the public Enterprise Portal for Microsoft Dynamics AX site that is defined for your organization.

Navigating the form

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

Tabs

Tab	Description
General	View and modify general information about the selected customer request.

Filters

Filter	Description
Sign-up status	The status of the customer request. Different records are displayed according to the filter setting that you select. The following values are used: Requested – The customer contact person has submitted a request. The request must be verified by the customer before it can be processed. Verified by user – The customer request has been verified by the customer contact person. The request is ready to be approved. Approved – The customer request has been approved. Created – A customer account has been created for the customer request. All – Display all customer requests regardless of status.

Sign-up status

The status of the customer request. Different records are displayed according to the filter setting that you select. The following values are used:

Requested – The customer contact person has submitted a request. The request must be verified by the customer before it can be processed.
Verified by user – The customer request has been verified by the customer contact person. The request is ready to be approved.
Approved – The customer request has been approved.
Created – A customer account has been created for the customer request.
All – Display all customer requests regardless of status.

Buttons

Button	Description
Reread	Update the Registration form.
Approve	Approve the request.
Create	Create a customer account.
Activation URL	Resend the verification link to the customer contact person.

Fields

Field	Description
Registration number	Identification of the registration query that is assigned from the number sequence in the Customer self-service parameters form.
Created date	The date and time when the record was created.
Sign-up status	The status of the selected customer request.
User name	The name that was entered by the customer contact person on the Sign up page. The user name can also be entered directly in the field.
E-mail	The email address that was entered by the customer contact person on the Sign up page. The email address can also be entered directly in the field. Note Only one active customer request can exist per email address.
User alias	The user identification that was entered by the customer contact person on the Sign up page. The customer contact person can enter their user identification only if the selected Microsoft Dynamics AX authentication method is Active Directory Federation Services (AD FS). If the authentication method is Active Directory Domain Services (AD DS) or forms-based, the approver adds a user identification directly in the field.
Request ID	The identification number for the user request if one has been created.
Status	The status of the user request if one has been created.
Created	If this check box is selected, the customer account has been created.
Customer number	The identification number of the customer account. The customer account number must be specified when you create a new customer. It can be automatically generated based on the customer account number sequence.