Party (form) [AX 2012]

Updated: August 30, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Home > Common > Global address book. On the Global address book list page, double-click an address record in the list or, on the Action Pane, on the Global address book tab, in the New group, click Party.

Use this form to enter or view information about a party.

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

Tab

Description

Party

Create, update, or delete party records.

Tab

Description

General

View or add general information about the selected party record.

Addresses

View, add, or modify address information for the selected party record.

Contact information

View, add, or modify contact information about the selected party.

Relationships

View, add, or modify information about the relationship between the selected party record and another party record.

Button

Description

Edit

Modify the selected party record.

Merge records

Merge the selected party record with another party record.

Delete

Delete the selected party record.

Check for duplicates

Check for duplicate party records.

Party

Create a new party record.

Customer

Create a new customer record for the selected party.

Vendor

Create a new vendor record for the selected party.

Worker

Create a new worker record for the selected party.

Applicant

Create a new applicant record for the selected party.

Contact

Create a new contact record for the selected party.

Prospect

Create a new prospect record for the selected party.

Competitor

Create a new competitor record for the selected party.

Attachments

View documents that are attached to the selected party record, or attach documents to the selected party record.

Button

Description

Change name

Open the Change name form, where you can change the name of the selected party record.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Map

Open an online map for the selected address.

More options 
(On the Address FastTab)

Select the action to perform for an address record.

In Microsoft Dynamics AX 2012 R2, select from the following options:

  • Remove – Mark the selected address record as inactive.

    You can delete all inactivated addresses by running a batch job in the Delete inactivated addresses form.

  • Set defaults – Select the default address.

  • Advanced – Open the Manage addresses form.

In Microsoft Dynamics AX 2012, select from the following options:

  • Remove – Delete the selected address record from the list.

  • Deactivate – Set the status of the selected address record to inactive. The address record is not deleted.

  • Advanced – Open the Manage addresses form.

More options 
(On the Contact information FastTab)

Select the action to perform for a contact information record.

In Microsoft Dynamics AX 2012 R2, select from the following options:

  • Remove – Delete the selected contact information record.

  • Set defaults – Select the default contact information record.

  • Advanced – Open the Edit contact information form.

In Microsoft Dynamics AX 2012, select from the following options:

  • Remove – Delete the selected address record from the list.

  • Deactivate – Set the status of the selected address record to inactive. The address record is not deleted.

  • Advanced – Open the Edit contact information form.

Field

Description

Record type

The type of party record. The record type can represent either a person or an organization.

Search name

The name that is used to search for the party record.

Display as

The sequence in which you want the person's name to be displayed. For example, Last, First, Middle. This field is available only if the party record represents a person.

Number of employees

The number of employees in the organization. This field is available only if the party record represents an organization.

Organization number

The organization number that is assigned to the organization. This field is available only if the party record represents an organization.

ABC code

Select the ABC code. You can use this field to categorize parties. Your organization can determine the categories. This field is available only if the party record represents an organization.

DUNS number

The Data Universal Numbering System (DUNS) number that is assigned to the organization. This number is unique to the organization. This field is available only if the party record represents an organization.

Address books

The address books that the party record is shared into.

Known as

An alternate name or nickname for the party record.

Phonetic name

Enter the phonetic spelling of the name for the party record. If you are viewing a party record that represents a person, you can enter the phonetic spelling of the person's first, middle, and last names.

Language

The party's preferred language.

Name or description

The name or a brief description of the address record.

Address

View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.

Purpose

View the purpose of the selected address. For example, the address may be used for deliveries only, or for deliveries and services.

Primary

View whether the address is primary. A primary address is the principal postal address for the selected party. A primary address can also be the default address for the party.

(Contact information)

Name or description

The name or a brief description of the contact information record.

Type

The type of contact information. For example, URL, e-mail address, or fax number.

Contact number/address

The number or address that corresponds to the type of contact information.

Extension

The telephone extension of the contact information record, if there is a telephone extension.

Primary

If this check box is selected, the contact information is primary. Primary contact information is the principal form of communication for the selected party. To select or clear this check box, click More options and then select Advanced.

Expired

If this check box is selected, all expired relationships are displayed.

Active

If this check box is selected, all active relationships are displayed.

Future

If this check box is selected, all planned or future relationships that have been created are displayed.

ID

The identifier of the party type. For example, vendor or customer.

Party A

The record name of party A.

Relationship A to B

The relationship between party A and party B.

Party B

The record name of party B.

Effective:

The date that the relationship started.

Expiration:

The date that the relationship ends.


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

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