Budget clerk security role (BudgetBudgetClerk) [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 Budget clerk security role represents a user who documents budget events and responds to budget inquiries.

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

Duty name

Duty AOT name

Duty description

Approve budget plans

NoteNote

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

BudgetPlanApprove

Approve budget register entries

BudgetBudgetTransactionsApprove

Approve ledger budget business events

Enable financial reports generator

NoteNote

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

RRGEnable

Set up templates, report format, and other information to enable the financial reports generator

Inquire about accounting data

NoteNote

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

LedgerRRGGInquire

Respond to inquiries about accounting data

Inquire into budget check errors or warnings

BudgetBudgetCheckResultsInquire

Respond to inquiries about budget check results

Inquire into budget control process policies

BudgetBudgetCtrlProcPoliciesInquire

Respond to inquiries about policies governing the budget control process

Inquire into budget control process reference data

BudgetBudgetCtrlProcRefDataInquire

Respond to inquiries about budget control process reference data

Inquire into budget master

BudgetBudgetsInquire

Respond to inquiries about budget master data

Inquire into budget process policies

BudgetBudgetProcessPoliciesInquire

Respond to inquiries about budget policy data

Inquire into budget register entry status

BudgetBudgetTransStatusInquire

Respond to inquiries about the status of budget register entries

Inquire into chart of account master

LedgerChartOfAccountsInquire

Respond to inquiries about chart of accounts

Inquire into organizational model

OMOrganizationsInquire

Respond to inquiries about organization and organization hierarchy master data

Maintain budget plans

NoteNote

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

BudgetPlanMaintain

Maintain budget register entries

BudgetBudgetTransactionsMaintain

Document and record ledger budget business events

Maintain fixed asset budgets

AssetFixedAssetBudgetsMaintain

Maintain fixed asset budgets

Maintain fixed assets budget transactions

AssetBudgetMaintain

Maintain forecast position master

NoteNote

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

HcmForecastMaintain

Maintain forecast positions

Select forecast positions

NoteNote

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

BudgetPlanningSelectPositionMaintain

View budget planning configuration and processes

NoteNote

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

BudgetPlanningConfigProcessView


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

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