Party upgrade [AX 2012]

Updated: January 31, 2012

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

A party is a person or organization that can be internal or external to your organization. Each party has its own record within Microsoft Dynamics AX. In Microsoft Dynamics AX 2012, every customer, vendor, prospect, and competitor must be categorized as either a person or an organization. When you are upgrading to Microsoft Dynamics AX 2012, all customer, vendor, prospect, and competitor records are assigned the party type Organization by default.

Use this form to indicate any customers, vendors, prospects, and competitors that should be categorized as a Person party type and to verify the name components for each Person party record. You can also use this form to specify the name sequence, for example, First, Middle, Last, that will be used on a Person party record. Person party records also include contacts and employees.

  1. Click Party Upgrade to open the Party upgrade form.

  2. In the Select the default person name sequence field, select the sequence in which you want names to be displayed for a Person party record.

  3. In the Type field, update any party records whose record type is changing from Organization to Person.

  4. After you have updated all your party records, click Set to ready for upgrade.

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