Chief financial officer security role (CompanyChiefFinancialOfficer)

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The Chief financial officer security role represents a user who reviews the financial performance of the organization.

Duties

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

Duty name

Duty AOT name

Duty description

Approve purchase requisitions

PurchReqPurchaseRequisitionApprove

Approve and authorize purchase requisitions

Enable financial reports generator

Note

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

Note

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 about electronic documents

Note

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

LedgerRRGEInquire

Respond to inquiries about electronic documents

Inquire in purchase agreement department authorization

PurchAgreementFinDimAccessInquire_PSN

Respond to inquiries about the departments that are authorized to use a purchase agreement

Inquire into bank account reconciliation status

BankBankAcctReconStatusInquire

Respond to inquiries about the status of bank account reconciliations

Inquire into bank accounts master

BankBankAccountsInquire

Respond to inquiries about bank master data

Inquire into bank letter of guarantee

BankLetterOfGuaranteeInquire

Respond to inquiries about bank letter of guarantee

Inquire into bank management policies

BankBankManagementPoliciesInquire

Respond to inquiries about policies governing the bank management process

Inquire into bank management reference data

BankBankMgmtReferenceDataInquire

Respond to inquiries about bank management reference data

Inquire into bank transaction status

BankBankTransactionStatusInquire

Respond to inquiries about the status of bank transactions

Inquire into budget master

BudgetBudgetsInquire

Respond to inquiries about budget master data

Inquire into budget register entry status

BudgetBudgetTransStatusInquire

Respond to inquiries about the status of budget register entries

Inquire into cash management reference data

Note

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

CashManagementReferenceDataInquire

Respond to inquiries about cash management process reference data

Inquire into cash transaction status

Note

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

CashTransactionStatusInquire

Respond to inquiries about the status of cash transactions

Inquire into chart of account master

LedgerChartOfAccountsInquire

Respond to inquiries about chart of accounts

Inquire into closing transaction status

LedgerClosingTransactionsStatusInquire

Respond to inquiries about the status of closing transactions

Inquire into commitment documents

PurchCommitmentInquireCommitment_PSN

Respond to inquiries about commitment documents

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

Inquire into export letter of credit

BankExportLetterOfCreditInquire

Respond to inquiries about the status of export letters of credit

Inquire into fixed asset budgets

AssetFixedAssetBudgetsInquire

Respond to inquiries about fixed asset budget master data

Inquire into fixed asset transaction status

AssetFixedAssetTransactionStatusInquire

Respond to inquiries about the status of fixed asset transactions

Inquire into fixed assets

AssetFixedAssetsInquire

Respond to inquiries about fixed assets master data

Inquire into general ledger policies

LedgerGeneralLedgerPoliciesInquire

Respond to inquiries about policies governing the general ledger process

Inquire into general ledger reference data

LedgerGeneralLedgerReferenceDataInquire

Respond to inquiries about general ledger reference data

Inquire into import letter of credit

BankImportLetterOfCreditInquire

Respond to inquiries about the status of import letters of credit

Inquire into inventory through the role center

LedgerRoleCenterInventoryInquire

Inquire into inventory through the role center

Inquire into jobs and positions

HcmJobPositionInquire

Respond to inquiries about job and position data

Inquire into journals and transaction status

LedgerJournalsTransactionStatusInquire

Respond to inquiries about the status of journals and transactions

Inquire into promissory note status

PaymPromissoryNoteStatusInquire

Respond to inquiries about the status of promissory notes

Inquire into purchase requisition

PurchReqPurchaseRequisitionInquire

Respond to inquiries about the status of purchase requisitions

Inquire into retail store sales reports

Note

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

RetailSalesStoreReportsInquire

Inquire into tax transaction status

Note

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

TaxTransactionInquiry_IN

Inquire into vendor invoice status

VendInvoiceVendorInvoiceStatusInquire

Respond to inquiries about the status of vendor invoices

Inquire into vendor master

VendVendorMasterInquire

Respond to inquiries about vendor master data

Inquire into vendor payment status

PaymVendorPaymentStatusInquire

Respond to inquiries about the status of vendor payments

Inquire into vendor process

VendVendorProcessInquire

Respond to inquiries about vendor process

Maintain commitment documents

PurchCommitmentMaintainCommitment_PSN

Maintain electronic documents

Note

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

RRGEMAintain

Review bank management process performance

BankBankManagementProcessPerfReview

Monitor, analyze, and improve the bank management process

Review budget control process performance

BudgetBudgetControlProcessPerfReview

Monitor, analyze, and improve the budget control process

Review budget process performance

BudgetBudgetProcessPerfReview

Monitor, analyze, and improve the budget process

Review compliance process performance

ComplianceMgmtComplianceProcPerfReview

Monitor, analyze, and improve the compliance process

Review credit cards process performance

CreditCardCreditCardsProcessPerfReview

Monitor, analyze, and improve the credit cards process

Review fixed assets process performance

AssetFixedAssetsProcessPerfReview

Monitor, analyze, and improve the fixed assets process

Review general ledger process performance

LedgerGeneralLedgerProcessPerfReview

Monitor, analyze, and improve the general ledger process

Review invoice and cash process performance

CustInvoiceInvoiceAndCashProcPerfReview

Monitor, analyze, and improve the invoice and cash process

Review invoice and payment process performance

VendInvoiceInvoicePaymentProcPerfReview

Monitor, analyze, and improve the invoice and payment process

Review project control

ProjProjectControlReview

Monitor project hour utilization and efficiency

Review project control - cash flow

ProjProjectControlCashFlowReview

Monitor forecasted and actual project cash flow

Review project control - committed cost

ProjProjectControlCommittedCostReview

Monitor the costs of a project or a set of projects

Review project control - hour utilization

ProjProjectControlHourUtilizationReview

Monitor the utilization and efficiency of assigned project hours

Review project control - invoice control

ProjProjectControlInvoiceControlReview

Monitor posted project transactions

Review project control - statement

ProjProjectControlStatementReview

Monitor project control statement reports

Role center URL redirection

EPHomePageView

Enable redirection from generic role center URL

View budget planning configuration and processes

Note

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

BudgetPlanningConfigProcessView

View budget plans

Note

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

BudgetPlanView

View derived financial hierarchy filters

LedgerDerivedFinancialHierarchyInquire

View derived financial hierarchy trees and filters

View fiscal document source texts

Note

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

FiscalDocumentSourceTextView_BR

Role center URL redirection

Note

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

EPPurchCenterRole

Enable redirection from generic role center URL

Privileges

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

Inquire into all purchase requisitions

PurchReqPurchaseRequisitionInquire

View fixed asset records

AssetTableView

View positions using a list page

HcmPositionListView

View the Finance Director ratios

LedgerFinanceDirectorRatiosGenerate

By default, no privileges are directly assigned to this security role in Microsoft Dynamics AX 2012 R2.