Create a case [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

You can create cases to track issues that are raised by workers and by customers. The case type determines the module where you should create the case.

NoteNote

Audit cases are usually created automatically when policy rule violations are found by an audit policy that is run against a set of business documents. Audit cases can also be created manually, as described in the following procedure. For more information about audit cases, see About audit policy violations and cases.

  1. Click Home > Common > Cases > All cases.

    You can also view a list that is restricted to cases that involve auditing business documents. (Click Compliance and internal controls > Common > Audit > Audit cases.)

  2. On the Action Pane, on the Case tab, in the New group, click Case.

  3. Enter the name of the person that you are creating the case for and select the appropriate case category.

  4. Select the status of the case and enter a brief description.

  5. Select the priority of the case. If applicable, select the parent case.

  6. On the Other FastTab, select the department that is involved in the case, the worker who owns the case, and the case process that is associated with the case.

  7. Select the service level agreement (SLA) that is associated with the customer.

    The service level agreement is a pre-arranged agreement that determines the level of service provided to the person or organization that the case is for.

  8. On the Case log FastTab, enter case log information for the case and then click Create.

For more information about how to add details to a case, such as activities and dependents, see Add details to a case.


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

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