User relations upgrade - invalid company users [AX 2012]

Updated: October 19, 2012

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

Users can be internal or external. Internal users include employees, and external users include vendors, customers, and prospects. After you specify user relations, a user's information, such as the employee ID or customer account ID, is automatically displayed in fields when that user opens a page in Enterprise Portal for Microsoft Dynamics AX. For external relations, data in the self-service portal for vendors is trimmed according to the user’s designated account. For example, if a user has an external relation for vendor account 1003, the user sees data only for that account in the self-service portal for vendors.

If you are upgrading to Microsoft Dynamics AX 2012 R2 or AX 2012 R3, you must identify a data partition when performing this task. If you have configured multiple partitions, the procedure must be repeated for each partition. For more information about data partitions and upgrade, see Configure partitions.

Use the following procedure to delete user accounts for a company when the user ID is not valid.

  1. Click User relations upgrade – invalid company users.

  2. In the Partition key field, select a partition for preprocessing.

  3. Click Delete all.

  4. Click Set to ready for upgrade.

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