Budget manager security role (BudgetBudgetManager) [AX 2012]

Updated: May 5, 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 manager security role represents a user who reviews budget process performance and enables the budget process.

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

Duty name

Duty AOT name

Duty description

Approve fixed assets budget entries

AssetBudgetApprove

Maintain fixed assets budget transactions

AssetBudgetMaintain

Maintain fixed asset budgets

AssetFixedAssetBudgetsMaintain

Maintain fixed asset budgets

Inquire into fixed assets

AssetFixedAssetsInquire

Respond to inquiries about fixed assets master data

Inquire into fixed asset transaction status

AssetFixedAssetTransactionStatusInquire

Respond to inquiries about the status of fixed asset transactions

Inquire into budget check errors or warnings

BudgetBudgetCheckResultsInquire

Respond to inquiries about budget check results

Enable budget control process

BudgetBudgetControlProcessEnable

Set up policies and reference data to enable the budget control process

Review budget control process performance

BudgetBudgetControlProcessPerfReview

Monitor, analyze, and improve the budget control process

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

Enable budget process

BudgetBudgetProcessEnable

Set up policies and reference data to enable the budget process

Review budget process performance

BudgetBudgetProcessPerfReview

Monitor, analyze, and improve the budget process

Inquire into budget process policies

BudgetBudgetProcessPoliciesInquire

Respond to inquiries about budget policy data

Inquire into budget master

BudgetBudgetsInquire

Respond to inquiries about budget master data

Maintain budget master

BudgetBudgetsMaintain

Maintain budget master

Approve budget register entries

BudgetBudgetTransactionsApprove

Approve ledger budget business events

Maintain budget register entries

BudgetBudgetTransactionsMaintain

Document and record ledger budget business events

Inquire into budget register entry status

BudgetBudgetTransStatusInquire

Respond to inquiries about the status of budget register entries

View positions using a list page

BudgetOpenPositionsInquire

Approve budget plans

BudgetPlanApprove

Maintain budget planning Generate

BudgetPlanGenerateBudgetPlanMaintain

Maintain budget planning Generate

Generate budget register entry

BudgetPlanGenerateBudgetTrnsMaintain

Maintain budget plans

BudgetPlanMaintain

Maintain budget planning configuration and processes

BudgetPlanningConfigProcessMaintain

Select forecast positions

BudgetPlanningSelectPositionMaintain

Inquire into customer reference data

CustCustomerReferenceDataInquire

Respond to inquiries about customer master reference data

Maintain the Director authorization status

CustDirectiveDirectorMaintain_PSN

Maintain the Director authorization status and assign numbers for titres and bordereaux de titres

View titre

CustDirectiveInquire_PSN

View titre tabs, titre reports, and the titre maintenance form

Maintain dimension configuration for integrating applications

NoteNote

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

DimIntegrationConfigurationMaintain

A parameter that is used to group and sub-total the report

ForecastPositionsByBudgetPlanGenerate

Inquire into forecast positions

HcmForecastInquire

Respond to inquiries about forecast position data

Maintain forecast position master

HcmForecastMaintain

Maintain forecast positions

Set up position budgeting

NoteNote

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

HcmForecastPositionBudgetMaintain

Add, edit, and delete all setup information that is used for position budgeting

Inquire into chart of account master

LedgerChartOfAccountsInquire

Respond to inquiries about chart of accounts

Inquire into journals and transaction status

LedgerJournalsTransactionStatusInquire

Respond to inquiries about the status of journals and transactions

Inquire about accounting data

LedgerRRGGInquire

Respond to inquiries about accounting data

Maintain and configure organizational model

OMOrganizationsMaintain

Create or update organizations and organization hierarchies

Close commitments

PurchCommitmentCloseMaintain_PSN

Maintain the commitment closing form and process the batch closing of commitments

Maintain commitment documents

PurchCommitmentMaintainCommitment_PSN

Approve purchase requisitions

PurchReqPurchaseRequisitionApprove

Approve and authorize purchase requisitions

Inquire into purchase requisition

PurchReqPurchaseRequisitionInquire

Respond to inquiries about the status of purchase requisitions

Enable financial reports generator

RRGEnable

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

Maintain the Director authorization status and mandat numbers

VendDirectiveDirectorMaintain_PSN

Maintain the Director authorization status and assign numbers for mandats and bordereaux de mandat

Inquire into mandats

VendDirectiveInquire_PSN

View mandat tabs, mandat reports, and the mandat maintenance form

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

Privilege name

Privilege AOT name

URL for the budget manager role center

BudgetManagerRoleCenterView

No privileges are directly assigned to this role in Microsoft Dynamics AX 2012 R2 or Microsoft Dynamics AX 2012 R3.


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

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