Compliance manager security role (ComplianceMgmtComplianceManager) [AX 2012]

Updated: May 6, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The Compliance manager security role represents a user who reviews compliance process performance and enables the compliance process.

By default, this security role is assigned the following duties in Microsoft Dynamics AX.

Duty name

Duty AOT name

Duty description

Enable compliance process

ComplianceMgmtComplianceProcessEnable

Set up policies and reference data to enable the compliance process

Inquire into audit policies

ComplianceMgmtAuditPoliciesInquire

Respond to inquiries about audit reference data

Inquire into bank management policies

BankBankManagementPoliciesInquire

Respond to inquiries about policies governing the bank management process

Inquire into budget master

BudgetBudgetsInquire

Respond to inquiries about budget master data

Inquire into compliance policies

ComplianceMgmtCompliancePoliciesInquire

Respond to inquiries about policies governing the compliance process

Inquire into compliance reference data

ComplianceMgmtComplianceRefDataInquire

Respond to inquiries about compliance reference data

Inquire into customer master

CustCustomerMasterInquire

Respond to inquiries about customer master data

Inquire into customer reference data

CustCustomerReferenceDataInquire

Respond to inquiries about customer master reference data

Inquire into general ledger policies

LedgerGeneralLedgerPoliciesInquire

Respond to inquiries about policies governing the general ledger process

Inquire into invoice and cash policies

CustInvoiceInvoiceAndCashPoliciesInquir

Respond to inquiries about policies governing the invoice and cash process

Inquire into invoice and payment policies

VendInvoiceInvoicePaymentPoliciesInquir

Respond to inquiries about policies governing the invoice and payment process

Inquire into journals and transaction status

LedgerJournalsTransactionStatusInquire

Respond to inquiries about the status of journals and transactions

Inquire into purchase order to invoice policies

PurchOrderToInvoicePoliciesInquire

Respond to inquiries about the policies governing the purchase order to invoice process

Inquire into purchasing policies

ProcPurchasingProcessInquire

Respond to inquiries about policies governing the purchasing process

Inquire into purchasing policies for public sector

ProcPurchasingProcessInquire_PSN

Respond to inquiries about policies governing the purchasing process

Inquire into sales tax policies

TaxSalesTaxPoliciesInquire

Respond to inquiries about policies governing the sales tax process

Inquire into travel and expense policies

TrvTravelAndExpensePoliciesInquire

Respond to inquiries about policies governing the travel and expense process

Inquire into vendor master

VendVendorMasterInquire

Respond to inquiries about vendor master data

Inquire into vendor process

VendVendorProcessInquire

Respond to inquiries about vendor process

Maintain audit policies

ComplianceMgmtAuditPoliciesMaintain

Set up policy and reference data to enable audit policy rules and cases

Review bank management process performance

BankBankManagementProcessPerfReview

Monitor, analyze, and improve the bank management process

Review budget control process performance

BudgetBudgetControlProcessPerfReview

Monitor, analyze, and improve the budget control process

Review budget process performance

BudgetBudgetProcessPerfReview

Monitor, analyze, and improve the budget process

Review collections process performance

CollectionLetterCollectionProcPerfRevie

Monitor, analyze, and improve the collections process

Review compliance process performance

ComplianceMgmtComplianceProcPerfReview

Monitor, analyze, and improve the compliance process

Review credit cards process performance

CreditCardCreditCardsProcessPerfReview

Monitor, analyze, and improve the credit cards process

Review EU sales list process performance

TaxEUSalesListProcessPerfReview

Monitor, analyze, and improve the EU sales list process

Review fixed assets process performance

AssetFixedAssetsProcessPerfReview

Monitor, analyze, and improve the fixed assets process

Review general ledger process performance

LedgerGeneralLedgerProcessPerfReview

Monitor, analyze, and improve the general ledger process

Review invoice and cash process performance

CustInvoiceInvoiceAndCashProcPerfReview

Monitor, analyze, and improve the invoice and cash process

Review invoice and payment process performance

VendInvoiceInvoicePaymentProcPerfReview

Monitor, analyze, and improve the invoice and payment process

Review sales taxes process performance

TaxSalesTaxesProcessPerfReview

Monitor sales taxes

View budget plans

NoteNote

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.

BudgetPlanView


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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