AX 4.0 CRM Module

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Posted on by Dilanka

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I am pretty new to AX work, so kindly excuse for any unorthodox style questions.

I have loaded Business Relations to the CRM Module of AX 4.0. I want to be able to Convert these business relations to customers (Under AR Module) when needed?

How do I do this?

When a relation is converted to a customer, I want it to be first approved by the credit controller. How would I do this?

Please Help.

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Weaveriski 23,616 Moderator on at

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RE: AX 4.0 CRM Module

This one is the same as your other post - so the answer is the same - specify the customer group on the general tab of the business relation and use the function button to convert to a customer.

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Dilanka 300 on at

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RE: AX 4.0 CRM Module

I have loaded a business relations to the CRM.

I am trying to use "Convert to Customer" Function. When I click on this the following error1 message appears.

And then when I try to change the Customer Group I get the error 2 message,

I am really new to AX and really appreciate some great help.

Many thnaks

Dilanka

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Dilanka 300 on at

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RE: AX 4.0 CRM Module

Hi Andre,

Thanks so much for the answer.

But could you kindly provide more clarity on "You can create a company wide record template where the field Stopped is set to All or enable the Mandatory credit limit "

Company wide Record Template -

Field Stopped;

What happened if it's set to All ? What Happens if its set to enable Mandatory Credit Limit?

Finally, where Can I check this file?

Thanks

Dilanka

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André Arnaud de Cal... 298,007 Super User 2025 Season 2 on at

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RE: AX 4.0 CRM Module

Hi Dilanka,

To convert to a customer, on the Business relations, click Functions, Convert to customer.

There is no direct functional support for approval by another person. You can create a company wide record template where the field Stopped is set to All or enable the Mandatory credit limit.

Then these fields needs to be set to other values by e.g. the credit controller.

Note that when creating a customer based on the template the user who creates also needs to have edit permissions on these fields, so people can get around these values.

If you want to have better control on the customer before it is approved, probably you will need a customization.

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