Party upgrade (form) [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

On the Preprocessing upgrade checklist, click Party upgrade to open the Party upgrade form.

In Microsoft Dynamics AX 2012, every customer, vendor, prospect, and competitor must be categorized as either a person or an organization. When you upgrade to Microsoft Dynamics AX 2012, all customer, vendor, prospect, and competitor records are assigned the party type Organization by default.

Use this form to specify categories for party records when you upgrade from Microsoft Dynamics AX 4.0 to Microsoft Dynamics AX 2012. In this form, you can perform the following tasks:

  • Set the party type to Person.

  • Set the default name sequence for parties that are assigned to a party type of Person.

  • Edit the first, middle, and last names for party records that are assigned to a party type of Person.

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

Button

Description

Set to ready for upgrade

Set all records in the form as ready for upgrade.

Field

Description

Set the default name sequence

Select the sequence in which you want names to be displayed for Person party records.

Company

The company that the party record is in.

Account type

The account type that is defined for the party. Values include Customer, Vendor, Prospect, Competitor, Contact or Employee.

Account number

The account number that is assigned to the party.

Type

Displays whether the party type is Organization or Person.

Name

The name of the party.

First name

View or modify the first name of the person for Person party records.

Middle name

View or modify the middle name of the person for Person party records.

Last name

View or modify the last name of the person for Person party records.


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

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