Accounts receivable clerk security role (CustInvoiceAccountsReceivableClerk) [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 clerk security role represents a user who documents customer invoice events and responds to customer inquiries.

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

Duty name

Duty AOT name

Duty description

Inquire into bank letter of guarantee

BankLetterOfGuaranteeInquire

Respond to inquiries about bank letter of guarantee

Inquire into bill of exchange status

PaymBillOfExchangeStatusInquire

Respond to inquiries about the status of bills of exchange

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 invoice and cash policies

CustInvoiceInvoiceAndCashPoliciesInquir

Respond to inquiries about policies governing the invoice and cash process

Inquire into invoice and cash reference data

CustInvoiceInvoiceAndCashRefDataInquire

Respond to inquiries about invoice and cash reference data

Inquire into project invoices

ProjProjectInvoiceInquire

Respond to inquiries about project invoice master information

Inquire into quotation to sales order reference data

SalesQuotationToSalesOrderRefDataInquir

Respond to inquiries about quotation to sales order reference data

Inquire into sales commissions master

CustInvoiceSalesCommissionsInquire

Respond to inquiries about commission master data

Inquire into sales order progress

SalesOrderProgressInquire

Respond to inquiries about the status of the sales order process

Inquire into sales tax transaction status

TaxSalesTaxTransactionStatusInquire

Respond to inquiries about the status of sales tax transactions

Maintain bank letter of guarantee

BankLetterOfGuaranteeMaintain

Maintain bank letter of guarantee

Maintain customer invoice transactions

CustInvoiceCustomerInvoiceTransMaintain

Document and record customer invoice transactions

Maintain customer print management settings

PrintMgmtCustTableSetupMaintain

Maintain EInvoice progress

EInvoiceMaintain_MX

Maintain EInvoice progress

Maintain export letter of credit

BankExportLetterOfCreditMaintain

Document and record export letter of credit business events

Maintain free text invoice print management settings

PrintMgmtFreeTextSettingsMaintain

Maintain free text invoice print management settings

Maintain print management settings

PrintMgmtPrintManagementSettingsMaintai

Maintain print management settings

Maintain project invoices

ProjProjectInvoiceMaintain

Maintain project invoice master information

Maintain receivables setup print management settings

PrintMgmtReceivablesSettingsMaintain

Maintain receivables setup print management settings

RPS file export and import for Electronic fiscal document city

RPSMaintain_BR

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R2.

Duty name

Duty AOT name

Duty description

Enable financial reports generator

RRGEnable

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

Inquire about accounts receivable reconciliation data

InquireAPReconciledata_RU

Respond to inquiries about accounts receivable reconciliation data

Inquire about accounting data

InquireAccountingData_RU

Respond to inquiries about accounting data

Inquire about accounting data

LedgerRRGGInquire

Respond to inquiries about accounting data

Inquire about export VAT processing

ExportVATInquire_RU

Respond to inquiries about export VAT processing

Inquire about payment status for customer invoices

CustInvoice4PaymInquire_RU

Respond to inquiries about payment status for customer invoices

Inquire about purchase books

PurchBookInquire_RU

Respond to inquiries about purchase books

Inquire about sales books

SalesBookInquire_RU

Respond to inquiries about sales books

Inquire into bank letter of guarantee

BankLetterOfGuaranteeInquire

Respond to inquiries about bank letter of guarantee

Inquire into bill of exchange status

PaymBillOfExchangeStatusInquire

Respond to inquiries about the status of bills of exchange

Inquire into customer consolidated invoice

CustConsolidatedInvoiceInquire_JP

Inquire into customer consolidated invoice

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 invoice and cash policies

CustInvoiceInvoiceAndCashPoliciesInquir

Respond to inquiries about policies governing the invoice and cash process

Inquire into invoice and cash reference data

CustInvoiceInvoiceAndCashRefDataInquire

Respond to inquiries about invoice and cash reference data

Inquire into project invoices

ProjProjectInvoiceInquire

Respond to inquiries about project invoice master information

Inquire into quotation to sales order reference data

SalesQuotationToSalesOrderRefDataInquir

Respond to inquiries about quotation to sales order reference data

Inquire into sales commissions master

CustInvoiceSalesCommissionsInquire

Respond to inquiries about commission master data

Inquire into sales order progress

SalesOrderProgressInquire

Respond to inquiries about the status of the sales order process

Inquire into sales tax transaction status

TaxSalesTaxTransactionStatusInquire

Respond to inquiries about the status of sales tax transactions

Inquire into withholding tax transactions

TaxWithholdTransactionInquire

Inquire the withholding tax transactions details

Maintain bank letter of guarantee

BankLetterOfGuaranteeMaintain

Maintain bank letter of guarantee

Maintain customer consolidated invoice

CustConsolidatedInvoiceMaintain_JP

Maintain customer consolidated invoice

Maintain customer invoice transactions

CustInvoiceCustomerInvoiceTransMaintain

Document and record customer invoice transactions

Maintain customer invoices for payment

CustInvoice4PaymMaintain_RU

Maintain customer print management settings

PrintMgmtCustTableSetupMaintain

Maintain customs duty accounting

CustomsDutyMaintain_RU

Maintain EInvoice progress

EInvoiceMaintain_MX

Maintain EInvoice progress

Maintain export letter of credit

BankExportLetterOfCreditMaintain

Document and record export letter of credit business events

Maintain export VAT

ExportVATMainatin_RU

Maintain free text invoice print management settings

PrintMgmtFreeTextSettingsMaintain

Maintain free text invoice print management settings

Maintain invoice cancellation proposals

MaintainInvoiceCancellationProposals_BR

Maintain outgoing factures

FactureOutgoingProcessing_RU

Maintain prepayment factures

FacturePrepaymProcessing_RU

Maintain print management settings

PrintMgmtPrintManagementSettingsMaintai

Maintain print management settings

Maintain project document print management settings

PrintMgmtProjectDocumentSettingsMaintain

Maintain project document print management settings

Maintain project invoices

ProjProjectInvoiceMaintain

Maintain project invoice master information

Maintain receivables setup print management settings

PrintMgmtReceivablesSettingsMaintain

Maintain receivables setup print management settings

Maintain sales books

SalesBookMaintain_RU

Maintain sales complementary invoices

SalesComplementaryInvoiceMaintain

Maintain tax fiscal documents

TaxFiscalDocumentMaintain_BR

Create and update tax fiscal documents

Maintain withholding tax transactions

TaxWithholdTransactionMaintain

Maintain the withholding tax transactions details

RPS file export and import for Electronic fiscal document city

RPSMaintain_BR

View fiscal document source texts

FiscalDocumentSourceTextView_BR

View sales complementary invoices

SalesComplementaryInvoiceInquire

View tax branches

TaxBranchView

Set up tax branch details

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R3.

Duty name

Duty AOT name

Duty description

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

Inquire into customer consolidated invoice

CustConsolidatedInvoiceInquire_JP

Inquire into customer consolidated invoice

Maintain customer consolidated invoice

CustConsolidatedInvoiceMaintain_JP

Maintain customer consolidated invoice

Inquire into customer master

CustCustomerMasterInquire

Respond to inquiries about customer master data

Inquire into customer reference data

CustCustomerReferenceDataInquire

Respond to inquiries about customer master reference data

Inquire about payment status for customer invoices

CustInvoice4PaymInquire_RU

Respond to inquiries about payment status for customer invoices

Maintain customer invoices for payment

CustInvoice4PaymMaintain_RU

Inquire into customer invoice status

CustInvoiceCustomerInvoiceStatusInquire

Respond to inquiries about the status of customer invoices

Maintain customer invoice transactions

CustInvoiceCustomerInvoiceTransMaintain

Document and record customer invoice transactions

Inquire into invoice and cash policies

CustInvoiceInvoiceAndCashPoliciesInquir

Respond to inquiries about policies governing 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

Maintain customs duty accounting

CustomsDutyMaintain_RU

Inquire about customer overdue debt VAT journals

CustOverdueVATJournalInquire_W

Maintain customer overdue debt VAT journals

CustOverdueVATJournalMaintain_W

Maintain EInvoice progress

EInvoiceMaintain_MX

Maintain EInvoice progress

Inquire about export VAT processing

ExportVATInquire_RU

Respond to inquiries about export VAT processing

Maintain export VAT

ExportVATMainatin_RU

Maintain outgoing factures

FactureOutgoingProcessing_RU

Maintain prepayment factures

FacturePrepaymProcessing_RU

View fiscal document source texts

FiscalDocumentSourceTextView_BR

Inquire about accounting data

InquireAccountingData_RU

Respond to inquiries about accounting data

Inquire about accounts receivable reconciliation data

InquireAPReconciledata_RU

Respond to inquiries about accounts receivable reconciliation data

Maintain correction of serial numbers

InventTrackingRegisterCorrectionMaintain

Make corrections to serial numbers that were registered during the sales process

Maintain registration of unreadable serial numbers

InventTrackingRegisterUnknownMaintain

Register serial numbers as not readable as part of the sales process

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 invoice cancellation proposals

MaintainInvoiceCancellationProposals_BR

Inquire into bill of exchange status

PaymBillOfExchangeStatusInquire

Respond to inquiries about the status of bills of exchange

Inquire into customer payments status

PaymCustomerPaymentsStatusInquire

Respond to inquiries about the status of customer payments

Maintain rebate payments

PdsRebatePaymentMaintain

Processes customer rebates

PdsRebateProcess

Maintain customer rebates

PdsRebateTableMaintain

Maintain customer rebates

Maintain customer print management settings

PrintMgmtCustTableSetupMaintain

Maintain free text invoice print management settings

PrintMgmtFreeTextSettingsMaintain

Maintain free text invoice print management settings

Maintain print management settings

PrintMgmtPrintManagementSettingsMaintai

Maintain print management settings

Maintain project document print management settings

PrintMgmtProjectDocumentSettingsMaintain

Maintain project document print management settings.

Maintain receivables setup print management settings

PrintMgmtReceivablesSettingsMaintain

Maintain receivables setup print management settings

Inquire into project invoices

ProjProjectInvoiceInquire

Respond to inquiries about project invoice master information

Maintain project invoices

ProjProjectInvoiceMaintain

Maintain project invoice master information

Inquire about purchase books

PurchBookInquire_RU

Respond to inquiries about purchase books

RPS file export and import for Electronic fiscal document city

RPSMaintain_BR

Enable financial reports generator

RRGEnable

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

Inquire about sales books

SalesBookInquire_RU

Respond to inquiries about sales books

Maintain sales books

SalesBookMaintain_RU

View sales complementary invoices

SalesComplementaryInvoiceInquire

Maintain sales complementary invoices

SalesComplementaryInvoiceMaintain

Inquire into sales order progress

SalesOrderProgressInquire

Respond to inquiries about the status of the sales order process

Inquire into quotation to sales order reference data

SalesQuotationToSalesOrderRefDataInquir

Respond to inquiries about quotation to sales order reference data

Maintain bill back rebates

TAMBillBackMaintain

Make changes to bill back rebates

Maintain trade allowances

TAMMaintain

View tax branches

TaxBranchView

Set up tax branch details

Maintain tax fiscal documents

TaxFiscalDocumentMaintain_BR

Create and update tax fiscal documents

Inquire into sales tax transaction status

TaxSalesTaxTransactionStatusInquire

Respond to inquiries about the status of sales tax transactions

Inquire into withholding tax transactions

TaxWithholdTransactionInquire

Inquire the withholding tax transactions details.

Maintain withholding tax transactions

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 a count of unsettled customers

CustUnsettledByClassificationGenerate

Generate an interest notes Web part

CustUnpostedInterestNotesGenerate

Generate customer account statement report

CustAccountStatementExtGenerate

Generate customer aging report

CustAgingBalanceGenerate

Generate customer balance list report

CustProvisionalBalanceGenerate

Generate customer balance list with credit limit report

CustBalanceListGenerate

Generate customer invoice turnover report

CustInvoiceVolumeGenerate

Generate the details of the Receivables by billing classification

CustReceivablePeriodDetailReportGenerate

Generate the Receivables by billing classification report

CustReceivableClassificationGenerate

Generate the Unposted customer collection letters report

CustUnpostedCollectionLetterGenerate

View collections customers pools list page

CustCollectionsPoolsListPageView

By default, this security role is assigned the following privileges in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.

Privilege name

Privilege AOT name

Generate financial stock card report of Thailand

InventStockCardFinancialGenerate

Generate physical stock card of Thailand

InventStockCardPhysicalGenerate

Inquire fiscal establishments

FiscalEstablishmentInquire_BR


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

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