Create a product change case in D365 AX

 Create a product change case in Dynamics 365

Manage product change cases This topic describes how to use the product change case functionality in case management to document changes to a product or changes to the entities used in its production. The entities include the product and released product, bill of materials (BOM) or formula, and the production route.

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Prerequisite	Description
Case categories	You must create a case category to use for product change cases. For more information, see the section in this topic titled “Create a case category for a product change.” For information about case categories, see Case categories (form).

Create a case category for a product change

Before you can create a product change case, you must create one or more case categories that you will assign to product change cases. When you create a case category and assign it to the product change category type, a Validation rules FastTab is available. This FastTab is not available for other category types. You can enable validation rules to make sure that the information in the case is complete and consistent. For each validation rule, you can specify whether a violation will cause an error message or a warning. An error message must be addressed before a user can close a case. Warning messages do not prevent a user from closing a case.

To create a case category for a product change case, follow these steps:

1. Click Organization administration > Setup > Cases > Case categories.
2. Click New, and select Case category.
3. In the Case category field, enter a name for the category.
4. In the Description field, enter a description of the category.
5. In the Category type field, select Product change.
6. Click the Validation rules FastTab.
7. For each validation rule that you want to use, do the following:
8. Select the Enabled check box.
9. In the Error level field, specify whether a violation will trigger an error or a warning.
10. Optional: Enter information in the remaining fields.

Thanks,

Vikas Mehta