Competitor (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 Sales and marketing > Common > Opportunities > Competitors. Open a competitor record.

Use this form to create, modify, view, or delete competitor records.

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

Tab

Description

Competitor

Update a competitor record, or create a new one. View information about contacts and opportunities that are related to the competitor.

Tab

Description

General

View information about the selected competitor record.

SWOT analysis

View or enter a SWOT analysis of the selected competitor record.

Addresses

View or modify address information for the selected competitor record.

Contact information

View or enter contact information for the selected competitor.

Button

Description

Competitor

Create a new competitor record.

Contacts

View competitor contact records.

Opportunities

View opportunity records that are tied to the competitor record.

Attachments

View documents, or attach a new document to the competitor record.

Button

Description

Change name

Open the Name details form to change the name of the selected competitor.

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 party record type of the competitor. The party record type can be Person or Organization.

ABC code

The classifier that names a category and is assigned to the selected competitor record. The category is determined by your organization.

DUNS number

The organization number that is assigned to the competitor by the Data Universal Numbering System.

Address books

The address books to which the competitor record is assigned.

Product

Enter the product that the competitor is offering.

Type

Select whether the competitor’s product is a strength, weakness, opportunity, or threat to sales for your organization.

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.

Type

The contact information type, such as an email address.

Contact number/address

The telephone number, fax number, URL, or email address for the contact information record.

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.


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

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