Personal contacts (form)

Article
05/05/2014

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

Click Human resources > Common > Workers > Workers. Select a worker and click Personal information, and then click Personal contacts.

Use this form to create personal contacts and to designate them as emergency contacts, beneficiaries, or dependents.

Note

Only users in the roles that are selected in the Private location security area of the Global address book parameters form have access to view information about workers’ personal contacts. For more information, see Global address book parameters (form).

Tasks that use this form

Maintain information for dependents and beneficiaries

Enroll and remove benefits for workers

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
General	Designate the contact as an emergency contact, a beneficiary, or a dependent.
Address	Add address information for the selected personal contact.
Contact information	Add telephone, email addresses, URLs, or Telex or Fax numbers to the personal contact.

Buttons

Upper pane

Button	Description
New	Create a new dependent or beneficiary.
Delete	Delete the selected dependent or beneficiary.
Change name	Modify the name of the personal contact. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Identification	Add identification information for the contact. For example, driver’s license, passport, or tax ID.

Lower pane

Button	Description
Add	Add new address or contact information for this personal contact.
Edit	Modify the selected address or contact information.
Map	View the selected address on a map.
More options (On the Address FastTab)	Select the action to perform for an address record. In Microsoft Dynamics AX 2012 R2, select from the following options: Remove – Mark the selected address record as inactive. You can delete all inactivated addresses by running a batch job in the Delete inactivated addresses form. Set defaults – Select the default address. Advanced – Open the Manage addresses form. In Microsoft Dynamics AX 2012, select from the following options: Remove – Delete the selected address record from the list. Deactivate – Set the status of the selected address record to inactive. The address record is not deleted. Advanced – Open the Manage addresses form.
More options (On the Contact information FastTab)	Select the action to perform for a contact information record. In Microsoft Dynamics AX 2012 R2, select from the following options: Remove – Delete the selected contact information record. Set defaults – Select the default contact information record. Advanced – Open the Edit contact information form. In Microsoft Dynamics AX 2012, select from the following options: Remove – Delete the selected address record from the list. Deactivate – Set the status of the selected address record to inactive. The address record is not deleted. Advanced – Open the Edit contact information form.

Fields

Field	Description
Name	The name of the personal contact or organization.
Relationship	Select the relationship of the personal contact to the worker.
Emergency contact	Select this check box to assign the contact as an emergency contact.
Primary/secondary	Select the emergency contact as a primary or secondary contact. Note This control is only available if the Emergency contact check box is selected.
Beneficiary	Select this check box to allow this person or entity to be enrolled in a benefit as a beneficiary.
Dependent	Select this check box to allow this person to be enrolled in a benefit as a dependent.
Gender	Select the gender of the dependent. Note This control is only available if the Dependent check box is selected.
Birth date	Enter the birth date of the dependent. Note This control is only available if the Dependent check box is selected.
Full-time student	Select this check box if the dependent is a full-time student. Note This control is only available if the Dependent check box is selected.
Person with disabilities	Select this check box if the dependent is a person with disabilities. Note This control is only available if the Dependent check box is selected.
Verification date	Enter the verification date supplied by the IRS for the disability. Note This control is only available if the Person with disabilities check box is selected.
Court ordered support (QMSCO/QDRO)	Select this check box if a court order requires that the worker cover the health care of the dependent. Note This control is only available if the Dependent check box is selected.
Expiration date	Enter the date that the court order ends. Note This control is only available if the Court ordered support (QMSCO/QDRO) check box is selected.
Domestic partnership	Select this check box if the dependent has a registered domestic partnership.
Name or description	The description of the address or contact information type.
Address	The location of the contact, as written or printed on mail for delivery.
Purpose	The purpose that was assigned to the address when it was created, such as “Home” or “Business.” One address can have more than one purpose. For example, the third-party shipping and invoice address can be the same.
Primary	This check box is selected if the selected address is the primary address that correspondence should be sent to for this contact.
Private	Select this check box to prevent the address from being visible in other modules.
Type	The type of contact information displayed. For example, Phone or URL.
Contact number/address	The telephone number or address of the contact.
Extension	The contact extension, if applicable.