User relations upgrade - invalid company users (form) [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.

Use this form to delete user accounts for a company when the user ID is not valid.

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

Button

Description

Delete all

Delete all records in the list.

Set to ready for upgrade

Set the company's priority to Ready for upgrade to indicate that the setup of this form is completed.

Field

Description

Partition key

Select a data partition for preprocessing.

 
NoteNote

This control is available only if you are upgrading to Microsoft Dynamics AX 2012 R2 or AX 2012 R3.

Company

The user's company account.

User ID

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

User type

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

Vendor account

The account name if the user is a vendor.

Customer account

The account name if the user is a customer.

Business account

The account name if the user is a business contact.

Contact

The internal contact for this user.

Employee Name

The employee's name.


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

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