Within Microsoft Dynamics AX 2012 it is possible like older versions to create and use record templates. With this option you can default values within records at time of creating records. It looks like the System administrator is the only person who can create these record templates. This post will inform you how to enable the record templates for other users in AX 2012.
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When creating a customer in Microsoft Dynamics AX 2012, you can select a record type Organization or Person. When you forget to check this field, an error is made easily. So how can we correct this? This post will guide you to change the customer from Organization to Party or vice versa. It also applies to other entities like vendors. Read more