Sales clerk security role (TradeSalesClerk) [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 Sales clerk security role represents a user who documents sales events and responds to sales inquiries.

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack.

Duty name

Duty AOT name

Duty description

Inquire into activities

smmActivityInquire

Respond to inquiries about activity data

Inquire into customer master

CustCustomerMasterInquire

Respond to inquiries about customer master data

Inquire into export letter of credit

BankExportLetterOfCreditInquire

Respond to inquiries about the status of export letters of credit

Inquire into product builder configuration data

PBAProductBuilderConfigStatusInquire

Inquire into product configuration

PCProductConfigConfigurationStatInquir

Respond to inquiries about constraint-based product configuration model configuration master data

Inquire into quotation progress

SalesQuotationProgressInquire

Respond to inquiries about the status of the quotation process

Inquire into related inventory status

InventRelatedInventoryStatusInquire

Respond to inquiries about the status of the related inventory

Inquire into sales order progress

SalesOrderProgressInquire

Respond to inquiries about the status of the sales order process

Inquire into sales return order progress

ReturnSalesReturnOrderProgressInquire

Respond to inquiries about the status of the sales return order process

Inquire into sales tax transaction status

TaxSalesTaxTransactionStatusInquire

Respond to inquiries about the status of sales tax transactions

Maintain activities

smmActivitiesMaintain

Maintain activities

Maintain contacts

smmContactsMaintain

Configure and maintain contacts

Maintain credit cards

CreditCardCreditCardMaintain

Maintain credit cards

Maintain CTP

ReqCtpMaintain

Document and record capable to promise (CTP) calculations

Maintain export letter of credit

BankExportLetterOfCreditMaintain

Document and record export letter of credit business events

Maintain inventory marking

InventMarkingMaintain

Document and record inventory marking

Maintain inventory picking

InventPickingMaintain

Document and record inventory picking

Maintain inventory registration

InventRegistrationMaintain

Document and record inventory registration

Maintain on-hand inventory reservations

InventOnHandReservationMaintain

Document and record on-hand inventory reservations

Maintain packing slip corrections

SalesPackingSlipCorrectionMaintain

Document and record sales packing slip corrections

Maintain product builder configuration

PBAProductBuilderConfigurationMaintain

Maintain product configuration

PCProductConfigConfigurationMaintain

Maintain a constraint-based product configuration model configuration

Maintain production order creation

ProdProductionOrderCreationMaintain

Document and record production order creation

Maintain project quotation

ProjProjectQuotationMaintain

Document and record project quotation

Maintain prospects

smmBusinessRelationsMaintain

Maintain prospects

Maintain quotation

SalesQuotationMaintain

Document and record quotation

Maintain release of output order

WMSOutputOrderRelease

Release output orders

Maintain release of sales picking list

SalesPickingListRelease

Release sales picking list

Maintain sales cases

CaseSalesCasesMaintain

Maintain sales cases

Maintain sales document print management settings

PrintMgmtSalesDocumentSettingsMaintain

Maintain sales document print management settings.

Maintain sales events kanban execution

KanbanExecutionSalesEventsMaintain

Document and record sales event kanbans for lean manufacturing

Maintain sales order

SalesOrderMaintain

Document and record sales order

Maintain sales order release from agreements

SalesAgreementReleaseSalesOrder

Maintain sales order release from agreements

Maintain sales packing slip

SalesPackingSlipMaintain

Document and record sales packing slip

Role center URL redirection

EPHomePageView

Enable redirection from generic Role center URL

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R2.

Duty name

Duty AOT name

Duty description

Inquire about payment status for customer invoices

CustInvoice4PaymInquire_RU

Respond to inquiries about payment status for customer invoices

Inquire into activities

smmActivityInquire

Respond to inquiries about activity data

Inquire into customer master

CustCustomerMasterInquire

Respond to inquiries about customer master data

Inquire into product builder configuration data

PBAProductBuilderConfigStatusInquire

Inquire into product configuration

PCProductConfigConfigurationStatInquir

Respond to inquiries about constraint-based product configuration model configuration master data

Inquire into quotation progress

SalesQuotationProgressInquire

Respond to inquiries about the status of the quotation process

Inquire into related inventory status

InventRelatedInventoryStatusInquire

Respond to inquiries about the status of the related inventory

Inquire into sales order progress

SalesOrderProgressInquire

Respond to inquiries about the status of the sales order process

Inquire into sales return order progress

ReturnSalesReturnOrderProgressInquire

Respond to inquiries about the status of the sales return order process

Inquire into sales tax transaction status

TaxSalesTaxTransactionStatusInquire

Respond to inquiries about the status of sales tax transactions

Inquire into service event groups

InquireIntoServiceEventGroups_IN

Maintain activities

smmActivitiesMaintain

Maintain activities

Maintain contacts

smmContactsMaintain

Configure and maintain contacts

Maintain credit cards

CreditCardCreditCardMaintain

Maintain credit cards

Maintain CTP

ReqCtpMaintain

Document and record capable to promise (CTP) calculations

Maintain customer invoices for payment

CustInvoice4PaymMaintain_RU

Maintain inventory marking

InventMarkingMaintain

Document and record inventory marking

Maintain inventory picking

InventPickingMaintain

Document and record inventory picking

Maintain inventory registration

InventRegistrationMaintain

Document and record inventory registration

Maintain on-hand inventory reservations

InventOnHandReservationMaintain

Document and record on-hand inventory reservations

Maintain packing slip corrections

SalesPackingSlipCorrectionMaintain

Document and record sales packing slip corrections

Maintain product builder configuration

PBAProductBuilderConfigurationMaintain

Maintain product configuration

PCProductConfigConfigurationMaintain

Maintain a constraint-based product configuration model configuration

Maintain production order creation

ProdProductionOrderCreationMaintain

Document and record production order creation

Maintain project quotation

ProjProjectQuotationMaintain

Document and record project quotation

Maintain prospects

smmBusinessRelationsMaintain

Maintain prospects

Maintain quotation

SalesQuotationMaintain

Document and record quotation

Maintain release of output order

WMSOutputOrderRelease

Release output orders

Maintain release of sales picking list

SalesPickingListRelease

Release sales picking list

Maintain sales cases

CaseSalesCasesMaintain

Maintain sales cases

Maintain sales document print management settings

PrintMgmtSalesDocumentSettingsMaintain

Maintain sales document print management settings.

Maintain sales events kanban execution

KanbanExecutionSalesEventsMaintain

Document and record sales event kanbans for lean manufacturing

Maintain sales order

SalesOrderMaintain

Document and record sales order

Maintain sales order release from agreements

SalesAgreementReleaseSalesOrder

Maintain sales order release from agreements

Maintain sales packing slip

SalesPackingSlipMaintain

Document and record sales packing slip

Role center URL redirection

EPHomePageView

Enable redirection from generic Role center URL

View electronic fiscal document information

EFDocumentMaintain_BR

View fiscal document source texts

FiscalDocumentSourceTextView_BR

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R3.

Duty name

Duty AOT name

Duty description

Maintain sales cases

CaseSalesCasesMaintain

Maintain sales cases

Maintain credit cards

CreditCardCreditCardMaintain

Maintain credit cards

Inquire into customer master

CustCustomerMasterInquireWithoutTaxView

Respond to inquiries about customer master data

Inquire about payment status for customer invoices

CustInvoice4PaymInquire_RU

Respond to inquiries about payment status for customer invoices

Maintain customer invoices for payment

CustInvoice4PaymMaintain_RU

View electronic fiscal document information

EFDocumentMaintain_BR

Role center URL redirection

EPHomePageView

Enable redirection from generic Role center URL

View fiscal document source texts

FiscalDocumentSourceTextView_BR

Inquire into service event groups

InquireIntoServiceEventGroups_IN

Maintain inventory marking

InventMarkingMaintain

Document and record inventory marking

Maintain on-hand inventory reservations

InventOnHandReservationMaintain

Document and record on-hand inventory reservations

Maintain inventory picking

InventPickingMaintain

Document and record inventory picking

Maintain inventory registration

InventRegistrationMaintain

Document and record inventory registration

Inquire into related inventory status

InventRelatedInventoryStsInqrWithoutRep

Respond to inquiries about the status of the related inventory

Maintain correction of serial numbers

InventTrackingRegisterCorrectionMaintain

Make corrections to serial numbers that were registered during the sales process

Maintain registration of unreadable serial numbers

InventTrackingRegisterUnknownMaintain

Register serial numbers as not readable as part of the sales process

Maintain sales events kanban execution

KanbanExecutionSalesEventsMaintain

Document and record sales event kanbans for lean manufacturing

Inquire into broker commissions

MCRBrokerCommissionInquire

View information about broker commissions

Process catalog requests

MCRCatalogRequestMaintain

View customer payment schedules

MCRContinuityPaymSchedInquire

Display customer payment schedules

Maintain direct delivery

MCRDirectDeliveryMaintain

Make changes to direct delivery information

Maintain gift card amounts

MCRGiftCardAddAmountMaintain

Maintain the addition of funds to gift cards

Enable installment billing process

MCRInstallmentBillEnable

Enable the processing of installment billing payments

Maintain the picking workbench

MCRInventPickMaintain

Maintain the picking workbench processes

Maintain additional item information

MCRItemDisplayMaintain

Maintain additional product information that is displayed in sales orders

Maintain check payments

MCRPaymCheckMaintain

Maintain the ability to use check payments in sales orders for call centers

Maintain credit card payments

MCRPaymCreditCardMaintain

Maintain the ability to use credit card payments in sales orders for call centers

Maintain price overrides

MCRPriceOverrideMaintain

Maintain price overrides for sales orders in call centers

Maintain retail sales order recalculation process

MCRRetailRecalculatorMaintain

Maintain retail sales order recalculation process

Maintain royalty definitions

MCRRoyaltyTableMaintain

Make changes to royalty definitions

Inquire into royalty information

MCRRoyaltyVendTableInquire

View royalty claim details

Maintain sales order holds

MCRSalesHoldMaintain

Maintain sales order

MCRSalesMaintain

Maintain sales order

MCRSalesOrderMaintain

Maintain sales order completion

MCRSalesTableCompleteMaintain

Update gift card information

MCRSalesTableUpdateGiftCardMaintain

Inquire into product builder configuration data

PBAProductBuilderConfigStatusInquire

Maintain product builder configuration

PBAProductBuilderConfigurationMaintain

Maintain product configuration

PCProductConfigConfigurationMaintain

Maintain a constraint-based product configuration model configuration

Inquire into product configuration

PCProductConfigConfigurationStatInquir

Respond to inquiries about constraint-based product configuration model configuration master data

Maintain sales document print management settings

PrintMgmtSalesDocumentSettingsMaintain

Maintain sales document print management settings.

Maintain production order creation

ProdProductionOrderCreationMaintain

Document and record production order creation

Maintain project quotation

ProjProjectQuotationMaintain

Document and record project quotation

Maintain CTP

ReqCtpMaintain

Document and record capable to promise (CTP) calculations

Maintain retail gift cards

RetailGiftCardsMaintain

Inquire into sales return order progress

ReturnSalesReturnOrderProgressInquire

Respond to inquiries about the status of the sales return order process

Maintain sales order release from agreements

SalesAgreementReleaseSalesOrder

Maintain sales order release from agreements

Maintain sales order

SalesOrderMaintain

Document and record sales order

Inquire into sales order progress

SalesOrderProgressInquire

Respond to inquiries about the status of the sales order process

Maintain packing slip corrections

SalesPackingSlipCorrectionMaintain

Document and record sales packing slip corrections

Maintain sales packing slip

SalesPackingSlipMaintain

Document and record sales packing slip

Maintain release of sales picking list

SalesPickingListRelease

Release sales picking list

Maintain quotation

SalesQuotationMaintain

Document and record quotation

Inquire into quotation progress

SalesQuotationProgressInquire

Respond to inquiries about the status of the quotation process

Maintain activities

smmActivitiesMaintain

Maintain activities

Inquire into activities

smmActivityInquire

Respond to inquiries about activity data

Maintain prospects

smmBusinessRelationsMaintain

Maintain prospects

Maintain contacts

smmContactsMaintain

Configure and maintain contacts

Inquire into sales tax transaction status

TaxSalesTaxTrnStatusInquirWithoutTaxPrv

Respond to inquiries about the status of sales tax transactions

Release to warehouse

WHSSalesOrderReleaseMaintain

Maintain release of output order

WMSOutputOrderRelease

Release output orders


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