Project assistant security role (ProjProjectClerk) [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 Project assistant security role represents a user who documents project accounting process events and responds to project accounting process inquiries.

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

Duty name

Duty AOT name

Duty description

Inquire into inventory status

InventStatusInquire

Respond to inquiries about the status of the inventory

Maintain invoice cancellation proposals

NoteNote

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

MaintainInvoiceCancellationProposals_BR

Maintain project document print management settings

PrintMgmtProjectDocumentSettingsMaintain

Maintain project document print management settings.

Maintain project setup print management settings

PrintMgmtProjectSettingsMaintain

Maintain project setup print management settings

Maintain production order creation

NoteNote

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

ProdProductionOrderCreationMaintain

Document and record production order creation

Inquire into project activity master

ProjActivityMasterInquire

Respond to inquiries about project activity hierarchy master data

Inquire into project activity effort tracking master

NoteNote

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

ProjActivityMasterInquireEffortTracking

View the effort tracking view of activity hierarchy

Maintain project activity cost tracking master

NoteNote

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

ProjActivityMasterMaintainCostTracking

Maintain cost tracking view of activity hierarchy

Maintain project forecasts

ProjProjectForecastMaintain

Maintain master information about project forecasts

Inquire into project forecast status

ProjProjectForecastStatusInquire

Respond to inquiries about the status of project forecasts

Inquire into project invoices

NoteNote

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

ProjProjectInvoiceInquire

Respond to inquiries about project invoice master information

Maintain project invoices

ProjProjectInvoiceMaintain

Maintain project invoice master information

Inquire into project master

ProjProjectMasterInquire

Respond to inquiries about project master information

Maintain project sales packing slips

ProjProjectSalesPackingSlipMaintain

Document and record project sales packing slip

Maintain project transactions

ProjProjectTransactionsMaintain

Maintain the project journals

Review project transactions

ProjProjectTransactionsReview

Review project transactions

Inquire into project transaction status

ProjProjectTransactionStatusInquire

Respond to inquiries about the status of project transactions

Inquire customer retention

PSACustomerRetentionForAcc

Inquire customer retention

Submit invoice proposal

PSAProjInvoiceProposalSubmit

Maintain purchase orders

NoteNote

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

PurchOrderMaintain

Document and record purchase order

Maintain purchase requisition consolidation

PurchReqConsolidationMaintain

Maintain the purchase requisition consolidation process

Inquire into purchase requisition consolidation

PurchReqConsolidationReview

Monitor, analyze and improve the purchase requisition consolidation process

Maintain purchase requisitions

NoteNote

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

PurchReqPurchaseRequisitionMaintain

Maintain the purchase requisition process

Maintain sales order

NoteNote

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

SalesOrderMaintain

Document and record sales order

Submit invoice cancellation proposal

NoteNote

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

SubmitInvoiceCancellationProposal_BR

Inquire into vendor master

VendVendorMasterInquire

Respond to inquiries about vendor master data


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

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