Collections agent security role (CollectionLetterCollectionsAgent) [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 Collections agent security role represents a user who documents collections events and responds to collections inquiries.

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

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 collections status

CollectionLetterCollectionsStatusInquir

Respond to inquiries about the status of collections

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 customer reference data

CustCustomerReferenceDataInquire

Respond to inquiries about customer master reference data

Maintain activities

smmActivitiesMaintain

Maintain activities

Maintain collections transactions

CollectionLetterCollectionsTransMaintai

Document and record collections activities and collections business events

Maintain contacts

smmContactsMaintain

Configure and maintain contacts

Maintain customer master

CustCustomersMaintain

Document and record customer master information

Maintain periodic settlement and unsettlement

NoteNote

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

MaintainAutoSettleReverse_RU


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

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