Accounts receivable payments clerk security role (PaymAccountsReceivablePaymentsClerk) [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 Accounts receivable payments clerk security role represents a user who documents accounts receivable payment events and responds to payment 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 bill of exchange status

PaymBillOfExchangeStatusInquire

Respond to inquiries about the status of bills of exchange

Inquire into credit card processing

CreditCardCreditCardProcessingInquire

Respond to inquiries about credit card processing

Inquire into customer invoice status

CustInvoiceCustomerInvoiceStatusInquire

Respond to inquiries about the status of customer invoices

Inquire into customer master

CustCustomerMasterInquire

Respond to inquiries about customer master data

Inquire into customer payments status

PaymCustomerPaymentsStatusInquire

Respond to inquiries about the status of customer payments

Inquire into export letter of credit

BankExportLetterOfCreditInquire

Respond to inquiries about the status of export letters of credit

Inquire into project invoices

ProjProjectInvoiceInquire

Respond to inquiries about project invoice master information

Maintain bill of exchange transactions

PaymBillOfExchangeTransactionsMaintain

Document and record bill of exchange transactions

Maintain customer payments

PaymCustomerPaymentsMaintain

Document and record customer payments and credit notes transactions

Maintain print management settings

PrintMgmtPrintManagementSettingsMaintai

Maintain print management settings

Maintain project invoices

ProjProjectInvoiceMaintain

Maintain project invoice master information

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.

Duty name

Duty AOT Name

Duty description

Inquire about accounting data

InquireAccountingData_RU

Respond to inquiries about accounting data

Inquire into bill of exchange status

PaymBillOfExchangeStatusInquire

Respond to inquiries about the status of bills of exchange

Inquire into credit card processing

CreditCardCreditCardProcessingInquire

Respond to inquiries about credit card processing

Inquire into customer consolidated invoice

CustConsolidatedInvoiceInquire_JP

Inquire into customer consolidated invoice

Inquire into customer invoice status

CustInvoiceCustomerInvoiceStatusInquire

Respond to inquiries about the status of customer invoices

Inquire into customer master

CustCustomerMasterInquire

Respond to inquiries about customer master data

Inquire into customer payments status

PaymCustomerPaymentsStatusInquire

Respond to inquiries about the status of customer payments

Inquire into export letter of credit

BankExportLetterOfCreditInquire

Respond to inquiries about the status of export letters of credit

Inquire into project invoices

ProjProjectInvoiceInquire

Respond to inquiries about project invoice master information

Maintain bill of exchange transactions

PaymBillOfExchangeTransactionsMaintain

Document and record bill of exchange transactions

Maintain client bank statements

ClientbankMaintain_RU

Maintain customer payments

PaymCustomerPaymentsMaintain

Document and record customer payments and credit notes transactions

Maintain exchange rate difference for bank accounts

BankExchAdjMainatin_RU

Maintain invoice cancellation proposals

MaintainInvoiceCancellationProposals_BR

Maintain periodic settlement and unsettlement

MaintainAutoSettleReverse_RU

Maintain prepayment factures

FacturePrepaymProcessing_RU

Maintain print management settings

PrintMgmtPrintManagementSettingsMaintai

Maintain print management settings

Maintain project invoices

ProjProjectInvoiceMaintain

Maintain project invoice master information

Maintain vendor consolidated invoice

VendConsolidatedInvoiceMaintain_JP

Maintain vendor consolidated invoice

Review average VAT

TaxAverageVATReview

Review average VAT details via the average VAT report

View tax branches

TaxBranchView

Set up tax branch details

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

Privilege name

Privilege AOT name

Generate a count of unsettled customers

CustUnsettledByClassificationGenerate

Generate an interest notes Web part

CustUnpostedInterestNotesGenerate

Generate customer account statement report

CustAccountStatementExtGenerate

Generate customer aging report

CustAgingBalanceGenerate

Generate customer balance list report

CustProvisionalBalanceGenerate

Generate customer balance list with credit limit report

CustBalanceListGenerate

Generate customer invoice turnover report

CustInvoiceVolumeGenerate

Generate the details of the Receivables by billing classification

CustReceivablePeriodDetailReportGenerate

Generate the Receivables by billing classification report

CustReceivableClassificationGenerate

Generate the Unposted customer collection letters report

CustUnpostedCollectionLetterGenerate

View collections customers pools list page

CustCollectionsPoolsListPageView

By default, this security role is assigned the following privilege in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.

Privilege name

Privilege AOT name

View electronic payment setup

EPPaymentView_BR


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

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