User relations upgrade duplicate user IDs (form) [AX 2012]

Updated: March 8, 2011

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 have specified user relations, a user’s information (such as employee ID or customer account ID) will be displayed automatically 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 sees data for only that account in the vendor self-service portal.

Use this form to resolve conflicts when multiple user relations are mapped to a single Microsoft Dynamics AX user account. When each user-relation account has been assigned a unique Microsoft Dynamics AX user account, click Set to ready for upgrade.

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

Button

Description

Set to ready for upgrade

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

Fields

Description

Upgrade

Select this option to upgrade the user relation. Any items that are not selected will not be available in Microsoft Dynamics AX.

Company

The user’s company account.

User ID

The user’s Microsoft Dynamics AX ID, as listed on the Users form.

User name

The user’s name, as listed on the Users form.

Network alias

The user’s e-mail or domain alias.

User type

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

Employee name

The user’s name, as it appears on the Employees list page.

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.

Contact

The internal employee who is responsible for maintaining relations with this user.


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

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