Change the case association of an entity record

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

Follow these steps to disassociate an entity record, such as an expense report or a vendor invoice, from one audit case and then associate it with another audit case.

Note

If the status of the audit case is Closed or Canceled, you cannot change the case association.

  1. Click Compliance and internal controls > Common > Audit > Audit cases.

  2. Double-click the case that the entity is associated with.

  3. On the Associations FastTab, select an associated entity, and then click Change.

  4. In the ID field, select the audit case to associate with the entity.

See also

Change case association (form)

Case management