Change case 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 Compliance and internal controls > Common > Audit > Audit cases. Double-click a case. On the Associations FastTab, select an associated entity, and then click Change.

Use this form to disassociate an entity record, such as an expense report, from one audit case and then associate it with a different audit case.

Note

If the status of the audit case is Closed or Canceled, the case association cannot be changed.

Task that uses this form

Change the case association of an entity record

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

Fields

Fields

Description

Entity type

The type of entity that is associated with the selected case. This is usually a source document, such as an expense report or vendor invoice.

ID

The unique identifier that is associated with the entity.

Name

Identifying information that is associated with the entity, such as the name of the employee who filed the expense report or the name of the vendor who submitted the invoice.

Audit case ID

Select an audit case to associate with the entity.

See also

Case management

About audit policy violations and cases

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