Case process (form) [AX 2012]

Updated: May 21, 2012

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

Click Sales and marketing > Setup > Cases > Case processes.

-or-

Click Organization administration > Setup > Cases > Case processes.

Use this form to set up hierarchical processes for managing cases.

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

Tab

Description

General

View the name and associated activity number for the case process and enter the purpose.

Responsibilities

View, add, or update information about the person or the position that is responsible for the selected case process.

Exit criteria

Set the exit criteria for the selected case process.

Button

Description

Actions

Create or delete a level or activity for the selected case process. You can also assign an activity or view details about an activity. This button is available only for the Tree tab.

Functions

Copy an existing case process or save the current process to a template.

Inquiry

Open the Cases form.

Field

Description

Name

Enter a name for the case process.

Description

Enter a brief description of the case process.

Active

Select this check box if this is an active process that can be used in managing cases.

Activity number

View the activity number that is associated with the process. This number is generated automatically.

Purpose

Enter the purpose of the activity.

Calculated start in (days)

Enter the number of days from the current date on which the case activity should start.

Calculated end in (days)

Enter the number of days from the current date on which the case activity should end.

Start time

Enter the start time of the case activity.

End time

Enter the end time for the case activity.

Responsibility

Select the role of the worker responsible for this case activity.

Responsible

Select the worker that is responsible for the case activity.

Responsibilities

View or add work role or job function responsibility identifications that can be associated with the selected case process.

Description

View a brief description of the responsibility.

Check for required activities

Select this check box to check for required activities before this case process can be closed.


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

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