User relations upgrade missing contact person (form) [AX 2012]

Updated: November 18, 2010

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, such as employees, or external, such as vendors, customers, or prospects. After you specify user relations, a user's information (such as employee ID or customer account ID) is automatically displayed in fields when that user opens an Enterprise Portal page. For external relations, data is trimmed on the vendor self-service portal according to account access. For example, if a user has an external relation for vendor account 1003, the user only sees data for that account in the vendor self-service portal.

Use this form to resolve issues when a user relation is not assigned a contact representative in your business or organization.

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

Button

Description

User relations

Open the User relations form. Use the User relations form to change details for the selected record. For more information, see User relations upgrade missing contact person.

Set to ready for upgrade

Set the company priority to ready for upgrade to indicate that the setup of this form is complete.

Field

Description

Company

The user's company account.

User ID

The user's Microsoft Dynamics AX ID as listed in the Users Users form.

User name

The user's name as listed in the Users form.

Network Alias

The user's e-mail alias or domain alias.

User type

The type of user. A user can be a customer, vendor, prospect, or prospective vendor.

Customer account

The account name if the user is a customer.

Vendor account

The account name if the user is a vendor.

Business account

The account name if the user is a business contact.


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

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