Change party association (form) [AX 2012]

Updated: July 22, 2011

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 > Prospects > All prospects. In the All prospects list, double-click a prospect record. In the Prospects form, on the General FastTab, click the Change party association button.

–or–

Click Accounts receivable > Common > Customers > All customers. In the All customers list, double-click a customer record. In the Customers form, on the General FastTab, click the Change party association button.

–or–

Click Accounts payable > Common > Vendors > All vendors. In the All vendors list, double-click a vendor record. In the Vendors form, on the General FastTab, click the Change party association button.

Use this form to change the association of a party record.

The following table provides descriptions for the controls in this form.

Field

Description

Account

The account number of the selected party record.

Associated party:

The name of the selected party.

New party record

Select the party record to which you want to associate the selected party record.


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

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