Purchasing manager security role (TradePurchasingManager) [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 Purchasing manager security role represents a user who reviews purchasing process performance and enables the purchasing process.

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

Duty name

Duty AOT name

Duty description

Maintain purchase agreement master

AgreementPurchaseAgreementMasterMaintai

Maintain purchase agreement master

Configure AIF synchronization

AifSyncConfigure

Allows specifying filters on ports

Inquire into import letter of credit

BankImportLetterOfCreditInquire

Respond to inquiries about the status of import letters of credit

Enable case management

CaseCaseManagementEnable

Set up policies and reference data to enable the case management process

Review case process

CaseCaseProcessReview

Monitor, analyze, and improve the case process

Maintain cases

CaseCasesMaintain

Maintain cases

Maintain purchasing cases

CasePurchasingCasesMaintain

Maintain purchasing cases

Inquire into catalogs

CatProcurementCatalogMasterInquire

View all types of catalogs

Enable accounting for customs duty process

NoteNote

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

CustomsDutyProcessEnable_RU

Set up required customs duty information to enable accounting for customs duty process

Inquire into external items descriptions master

CustVendExternalItemMasterInquire

Respond to inquiries about customers and vendors external item descriptions

Maintain external items descriptions master

CustVendExternalItemMasterMaintain

Maintain customers and vendors external item descriptions

Inquire into category hierarchy details

EcoResCategoryMasterInquire

Respond to inquiries about category hierarchy master data

Maintain all category hierarchy details

EcoResCategoryMasterMaintain

Category maintenance

Inquire into products definition master

EcoResProductDefinitionMasterInquire

Respond to inquiries about products definition master data

Role center URL redirection

EPHomePageView

Enable redirection from generic Role center URL

Maintain supply forecasts

ForecastSupplyForecastMaintain

Maintain intercompany master scheduling

InterCompanyMasterSchedulingMaintain

Document and record intercompany master scheduling

Enable intercompany planning process

IntercompanyPlanningProcessEnable

Set up policies and reference data to enable the intercompany master scheduling process

Inquire into quality control progress

InventQualityControlProgressInquire

Respond to inquiries about the status of the quality control process

Inquire into related inventory status

InventRelatedInventoryStatusInquire

Respond to inquiries about the status of the related inventory

Maintain tracking dimensions master

InventTrackingDimensionsMasterMaintain

Maintain serial and batch numbers

Inquire into product builder configuration data

PBAProductBuilderConfigStatusInquire

Commodity pricing

NoteNote

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

PdsComdPricingMaintain

Inquire into product purchase prices and discount master

PriceDiscProdPurchPriceDiscMasterInquir

Respond to inquiries about product purchase prices and discount master data

Maintain product prices and discount master

PriceDiscProductPriceDiscMasterMaintain

Maintain product prices and discount master

Approve product prices and discounts

PriceDiscProductPricesDiscountsApprove

Approve and authorize product prices and discounts

Maintain purchase setup print management settings

PrintMgmtPurchaseSettingsMaintain

Maintain purchase setup print management settings

Maintain purchase document print management settings

PrintMgmtPurchDocumentSettingsMaintain

Maintain purchase document print management settings.

Review all purchasing reports

ProcPurchaseProcessReview

View all reports related to the purchasing process

Enable purchasing process

ProcPurchasingProcessEnable

Set up policies and reference data to enable the purchasing process

Enable purchasing process for public sector

ProcPurchasingProcessEnable_PSN

Set up policies and reference data to enable the purchasing process

Maintain purchase agreement activity summary

PurchAgreementActivitiesSummaryMaintain

View purchase agreement certification compliance report

PurchAgreementCertComplianceMaintain

View purchase agreement certification compliance report

Maintain child purchase agreements

PurchAgreementChildMaintain_PSN

Maintain child purchase agreements

Maintain purchase agreement department authorization

PurchAgreementFinDimAccessMaintain_PSN

Document and record information about the departments authorized to use a purchase agreement

Inquire into purchase agreement tree

PurchAgreementTreeInquire_PSN

Respond to inquiries about the hierarchical list of purchase agreements

Maintain purchase agreement tree

PurchAgreementTreeMaintain_PSN

Maintain the hierarchical list of purchase agreements

Approve purchase agreement

PurchaseAgreementWFMaintain

Approve purchase agreement

Approve purchase order

PurchOrderApprove

Approve and authorize purchase order document

Review purchase order process performance

PurchOrderProcessPerformanceReview

Monitor purchase orders

Enable purchase order to invoice process

PurchOrderToInvoiceProcessEnable

Set up policies and reference data to enable the purchase order to invoice process

Enable purchase order to invoice process for public sector

PurchOrderToInvoiceProcessEnable_PSN

Set up policies and reference data to enable the purchase order to invoice process

Inquire into purchase order to invoice progress

PurchOrderToInvoiceProgressInquire

Respond to inquiries about the status of the purchase order to invoice process

Inquire into purchase order to invoice progress for public sector

PurchOrderToInvoiceProgressInquire_PSN

Respond to inquiries about the status of the purchase order to invoice process

Inquire into purchase order to invoice reference data

PurchOrderToInvoiceReferenceDataInquire

Respond to inquiries about purchase order to invoice reference data

Inquire into purchase requisition consolidation

PurchReqConsolidationReview

Monitor, analyze and improve the purchase requisition consolidation process

Maintain creation of purchase orders from purchase requisitions

PurchReqOrderFromRequisitionMaintain

Release purchase orders from purchase requisitions

Approve purchase requisitions

PurchReqPurchaseRequisitionApprove

Approve and authorize purchase requisitions

Inquire into purchase requisition

PurchReqPurchaseRequisitionInquire

Respond to inquiries about the status of purchase requisitions

Maintain all purchase requisitions

PurchReqPurchaseRequisitionMaintainAll

Maintain document services operation

PurchRFQFormLetterSendProcessMaintain

Send/receive RFQ

Maintain request for quotations questionnaire

NoteNote

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

PurchRFQQuestionnaireMaintain

Maintain request for quotations questionnaire

Approve request for quotations

PurchRFQRequestForQuoteApprove

Approve request for quotations

Inquire into request for quotation reply status

PurchRFQRequestForQuoteReplyInquire

Respond to inquiries about the status of request for quotation replies

Maintain request for quotation replies

PurchRFQRequestForQuoteReplyMaintain

Maintain request for quotation replies

Review request for quotation performance

PurchRFQRequestForQuoteReview

Monitor request for quotation performance

Maintain sealed bids

NoteNote

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

PurchRFQSealedBids

Maintain sealed bids

PurchSolicitationTypeMaintain

NoteNote

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

PurchRFQSolicitationTypeMaintain

Maintain sites service solution and online pages available in procurement and sourcing area

PurchRFQSolutionMaintain

Inquire into CTP

ReqCtpStatusInquire

Respond to inquiries about capable to promise (CTP) requests

Inquire into planned orders

NoteNote

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

ReqPlannedOrderProgressInquire

Inquire into planned purchase orders

ReqPlannedPurchaseOrderProgressInquire

Inquire into contact master

smmContactMasterInquire

Respond to inquiries about contact master data

Inquire into purchase supplementary items master

SupPurchSupplementaryItemsMasterInquire

Respond to inquiries about purchase supplementary items master data

Maintain purchase supplementary items master

SupPurchSupplementaryItemsMasterMaintai

Maintain purchase supplementary items master data

Maintain vendor rebate agreements

NoteNote

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

TAMVendRebateAgreementMaintain

Create and manage vendor rebate agreements

Inquire into vendor rebates

NoteNote

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

TAMVendRebateInquire

View vendor rebates

Maintain purchase agreement type

VendCertificationTypeMaintain

View purchase agreement type

VendCertificationTypeView

View purchase agreement type

Inquire about payment status for vendor invoices

NoteNote

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

VendInvoice4paymentStatusInquire_RU

Respond to inquiries about payment status for vendor invoices

Inquire into prospective vendor master

VendProspectiveVendorMasterInquire

Respond to inquiries about prospective vendor master data

Inquire into employee-initiated vendor request status

VendRequestEmployeeVendorRequestInquire

Respond to inquiries about status on employee-initiated vendor requests

Maintain document services operation

VendRequestSignupServiceMaintain

Read/create unsolicited vendors and inquire about category information

Activate, deactivate, update and synchronize unsolicited vendor sites solution

VendRequestSignupSolutionMaintain

Inquire into vendor-initiated request status

VendRequestVendorInitiateRequestInquire

Respond to inquiries about status on vendor-initiated requests

Inquire into unsolicited vendor master

VendUnsolicitedVendorMasterInquire

Respond to inquiries about unsolicited vendor master data

Approve vendor user requests

VendUserRequestApprove

View and approve vendor user requests

Inquire into vendor master

VendVendorMasterInquire

Respond to inquiries about vendor master data

Maintain vendor master

VendVendorMasterMaintain

Maintain vendor master

Enable vendor process

VendVendorProcessEnable

Set up policies and reference data to enable the vendor process

Inquire into vendor questionnaire progress

VendVendorQuestionnaireInquire

Respond to inquiries about vendor questionnaires

Inquire into performance of workflow participants

WorkflowViewWorkflowParticipantsPerf

Respond to inquiries about status on performance of workflow participants

Inquire into workflow performance

WorkflowViewWorkflowPerf

View reports about the performance of workflows


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

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