Creating Cases in AX 2012 R2

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Posted on by DFC1971

We are having difficulty creating Cases in AX 2012 R2. The 'All cases' option is available to the user, but when they add a Case, the contents of the Case Category drop-down are not available. (The same issue occurs if using the New Case option from with the Accounts Receivable customer record)

In desparation we hae assigned any role/privilege/duty that mentions case, type, category or hierarchy, but have not had any success.

Adding the user to the System administrator role rectifies the problem, however this is clearly not a viable solution.

As well as not being able to add a Case, Cases are not visible to them in either All Cases or My Cases. Adding the user to System administrator role rectifies this problem too. I could be proven wrong, but I'm quite certain that the two issues are related

Has anyone else had this issue, and if so, have you found a solution?

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axpediter on at

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RE: Creating Cases in AX 2012 R2

I just experienced the same behaviour and found solution here.

Security for case categories is set depending on case category types. This allows, to structure access to cases depending on case categories. On the other hand, it requires to assign case category types to roles using form

"Case category type security".

By default, role Customer Service Manager is assigned to most of the category types. So it sounds like a good idea to begin testing using that role.

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