Change party association (form)

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.

Navigating the form

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

Fields

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