Accounts receivable manager security role (CustInvoiceAccountsReceivableManager) [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 Accounts receivable manager security role represents a user who reviews customer invoice process performance and enables the customer invoice process.

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

Duty name

Duty AOT name

Duty description

Inquire into bank accounts master

BankBankAccountsInquire

Respond to inquiries about bank master data

Review bank management process performance

BankBankManagementProcessPerfReview

Monitor, analyze, and improve the bank management process

Inquire into export letter of credit

BankExportLetterOfCreditInquire

Respond to inquiries about the status of export letters of credit

Maintain export letter of credit

BankExportLetterOfCreditMaintain

Document and record export letter of credit business events

Inquire into bank letter of guarantee

BankLetterOfGuaranteeInquire

Respond to inquiries about bank letter of guarantee

Maintain bank letter of guarantee

BankLetterOfGuaranteeMaintain

Maintain bank letter of guarantee

Review collections process performance

CollectionLetterCollectionProcPerfRevie

Monitor, analyze, and improve the collections process

Inquire into collections status

CollectionLetterCollectionsStatusInquir

Respond to inquiries about the status of collections

Inquire into collections policies

CollectionLetterCollectPoliciesInquire

Respond to inquiries about policies governing the collections process

Inquire into collections reference data

CollectionLetterCollectRefDataInquire

Respond to inquiries about collections reference data

Maintain Configurator definitions and processes

NoteNote

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

ConfiguratorMaintain_BR

Access to the Definition group, Layout group, Export/import of groups, and Configurator export utility tool

Enable credit cards

CreditCardCreditCardEnable

Set up credit card parameters and payment services

Inquire into credit card processing

CreditCardCreditCardProcessingInquire

Respond to inquiries about credit card processing

Inquire into credit card reference data

CreditCardCreditCardReferenceDataInquir

Respond to inquiries about credit card reference data

Enable credit cards process

CreditCardCreditCardsProcessEnable

Set up policies and reference data to enable the credit cards process

Inquire into customer master

CustCustomerMasterInquire

Respond to inquiries about customer master data

Enable customer process

CustCustomerProcessEnable

Set up policies and reference data to enable the customer process

Maintain customer master

CustCustomersMaintain

Document and record customer master information

Maintain the Accountant acceptance status

NoteNote

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

CustDirectiveAccountantMaintain_PSN

Maintain the Accountant acceptance status

View titre

NoteNote

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

CustDirectiveInquire_PSN

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

Approve customer invoices

CustInvoiceCustomerInvoiceApprove

Approve customer invoices

Inquire into customer invoice status

CustInvoiceCustomerInvoiceStatusInquire

Respond to inquiries about the status of customer invoices

Inquire into invoice and cash policies

CustInvoiceInvoiceAndCashPoliciesInquir

Respond to inquiries about policies governing the invoice and cash process

Enable invoice and cash process

CustInvoiceInvoiceAndCashProcessEnable

Set up policies and reference data to enable the invoice and cash process

Review invoice and cash process performance

CustInvoiceInvoiceAndCashProcPerfReview

Monitor, analyze, and improve the invoice and cash process

Inquire into invoice and cash reference data

CustInvoiceInvoiceAndCashRefDataInquire

Respond to inquiries about invoice and cash reference data

Inquire into sales commissions master

CustInvoiceSalesCommissionsInquire

Respond to inquiries about commission master data

Inquire about customer overdue debt VAT journals

NoteNote

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

CustOverdueVATJournalInquire_W

Maintain sites solution in accounts receivable module

CustSitesSolutionMaintain

Inquire into address book reference data

DirAddressBookReferenceDataInquire

Respond to inquiries about address book reference data

Maintain correction letters

NoteNote

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

EFDocCorrectionLetterMaintain_BR

View electronic fiscal document information

NoteNote

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

EFDocumentMaintain_BR

Configure electronic fiscal document

NoteNote

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

EFDocumentSetup_BR

NF-e issued in contingency mode

NoteNote

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

EFiscalDocContingencyMode_BR

NF-e issued in contingency mode

Inquire into EInvoice progress

EInvoiceInquire_MX

Inquire into EInvoice progress

Role center URL redirection

EPHomePageView

Enable redirection from generic role center URL

View fiscal document

NoteNote

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

FiscalDocumentInquire_BR

View fiscal document source texts

NoteNote

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

FiscalDocumentSourceTextView_BR

Inquire into imported content and FCI

NoteNote

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

ImportedContentPerItemInquire_BR

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 into bill of exchange status

PaymBillOfExchangeStatusInquire

Respond to inquiries about the status of bills of exchange

Approve bill of exchange transactions

PaymBillOfExchangeTransactionsApprove

Inquire into customer payments status

PaymCustomerPaymentsStatusInquire

Respond to inquiries about the status of customer payments

Approve customer payment transactions

PaymCustPaymentTransactionsApprove

Inquire into customer positive payments

NoteNote

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

PaymCustPositivePayInquire

Maintain positive payments

NoteNote

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

PaymPositivePayMaintain

Approves generated customer rebates

NoteNote

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

PdsRebateApprove

Maintain rebate payments

NoteNote

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

PdsRebatePaymentMaintain

Processes customer rebates

NoteNote

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

PdsRebateProcess

Maintain customer print management settings

PrintMgmtCustTableSetupMaintain

Maintain free text invoice print management settings

PrintMgmtFreeTextSettingsMaintain

Maintain free text invoice print management settings

Maintain receivables setup print management settings

PrintMgmtReceivablesSettingsMaintain

Maintain receivables setup print management settings

RPS file export and import for Electronic fiscal document city

NoteNote

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

RPSMaintain_BR

Maintain sales fiscal document

NoteNote

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

SalesFiscalDocumentMaintain_BR

Inquire into sales order progress

SalesOrderProgressInquire

Respond to inquiries about the status of the sales order process

Inquire into quotation to sales order policies

SalesQuotationToSalesOrderPolInquire

Respond to inquiries about the policies governing the quotation to sales order process

Enable quotation to sales order process

SalesQuotationToSalesOrderProcessEnable

Set up policies and reference data to enable the quotation to sales order process

Review average VAT

NoteNote

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

TaxAverageVATReview

Review average VAT details via the average VAT report

View tax branches

NoteNote

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

TaxBranchView

Set up tax branch details

View tax fiscal documents

NoteNote

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

TaxFiscalDocumentInquire_BR

View tax fiscal documents

Inquire into sales tax policies

TaxSalesTaxPoliciesInquire

Respond to inquiries about policies governing the sales tax process

Inquire into sales tax process reference data

TaxSalesTaxProcessReferenceDataInquire

Respond to inquiries about sales tax process reference data

Inquire into sales tax transaction status

TaxSalesTaxTransactionStatusInquire

Respond to inquiries about the status of sales tax transactions

Inquire into withholding tax transactions

NoteNote

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

TaxWithholdTransactionInquire

Inquire the withholding tax transactions details.

Maintain withholding tax transactions

NoteNote

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

TaxWithholdTransactionMaintain

Maintain the withholding tax transactions 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 the details of the Receivables by billing classification

CustReceivablePeriodDetailReportGenerate

Generate the Receivables by billing classification report

CustReceivableClassificationGenerate

By default, no privileges are directly assigned to this security 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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