User relations upgrade duplicate user IDs (form)
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.
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
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
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. |
See also
User relations upgrade duplicate user IDs
User relations upgrade missing contact person
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).