To create a new purpose go to Organization administration > Global address book > Address and contact information purpose Click New To add a new purpose, click New, and then enter the name of the purpose and a brief description. Then select the Postal address or Contact information check box to specify whether the purpose is used for address records … Continue reading AX / D365FO – Create a new Purpose for Address or COntact
Category: Global Address book
AX / D365FO – SQL queries to get customers and vendor addresses and contact details
Below are the sample queries to get the vendors and customers addresses and contact details. Change the code according to your requirement. All VendorsSELECT * FROM VENDTABLE WHERE VENDTABLE.DATAAREAID='CEU' All Addresses - Vendor SELECT * FROM DirPartyPostalAddressView JOIN VENDTABLE ON DirPartyPostalAddressView.PARTY =VENDTABLE.PARTYWHERE VENDTABLE.DATAAREAID='XXX' All Addresses with PurposeSELECT LOGISTICSLOCATIONROLE.*,DirPartyPostalAddressView.*,VENDTABLE.* FROM DirPartyPostalAddressView JOIN VENDTABLE ON DirPartyPostalAddressView.PARTY =VENDTABLE.PARTYJOIN DIRPARTYLOCATIONROLE … Continue reading AX / D365FO – SQL queries to get customers and vendor addresses and contact details
AX – D365FO – Add a contact to customer record
Select Accounts receivable > Customers > All customers. Select Cave Wholesales, US-004.Select Customer > Accounts > Contacts > Add contacts. For first name, enter Aaron, for last name, enter Painter.Select Save.Close all the pages.
AX – D365FO – Create a new Address book and a new Prospect
In this example we create a new address book. Also need to create a new party and associate the party with the new address book. Finally, we need to use this party to create a prospect. Go to Organization administration > Global address book > Address books. Select New.In the Name field, enter Denver.In the Description field, enter Denver Store.Select Save.In the Available Teams list, find and select the Safety team.Select … Continue reading AX – D365FO – Create a new Address book and a new Prospect
AX – D365FO – Check for duplicates in Global Address book
To check for duplicates in Global Address book : Go to Common -> Global Address book Select a record and click on "Checkfor duplicates" Select the values to include in the duplicate search (like name, state, zip code, phone, etc..) and press search The duplicated records will appear in the below grid If you want … Continue reading AX – D365FO – Check for duplicates in Global Address book
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