Financial controller security role (LedgerFinancialController) [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 Financial controller security role represents a user who reviews the performance of all accounting processes and enables those processes.

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

Approve purchase requisitions

PurchReqPurchaseRequisitionApprove

Approve and authorize purchase requisitions

Inquire into audit policies

ComplianceMgmtAuditPoliciesInquire

Respond to inquiries about audit reference data

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 bill of exchange status

PaymBillOfExchangeStatusInquire

Respond to inquiries about the status of bills of exchange

Inquire into budget check errors or warnings

BudgetBudgetCheckResultsInquire

Respond to inquiries about budget check results

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 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 collections status

CollectionLetterCollectionsStatusInquir

Respond to inquiries about the status of collections

Inquire into compliance reference data

ComplianceMgmtComplianceRefDataInquire

Respond to inquiries about compliance reference data

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 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 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 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 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 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

Maintain derived financial hierarchy filters

LedgerDerivedFinancialHierarchyMaintain

Create, edit, or delete filters for derived financial hierarchies

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 collections process performance

CollectionLetterCollectionProcPerfRevie

Monitor, analyze, and improve the collections 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

Role center URL redirection

EPHomePageView

Enable redirection from generic role center URL

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

Duty name

Duty AOT name

Duty description

Approve budget plans

BudgetPlanApprove

Approve purchase requisitions

PurchReqPurchaseRequisitionApprove

Approve and authorize purchase requisitions

Enable financial reports generator

RRGEnable

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

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 electronic documents

LedgerRRGEInquire

Respond to inquiries about electronic documents

Inquire about incoming factures

FactureIncomingInquire_RU

Respond to inquiries about incoming factures

Inquire about outgoing factures

FactureOutgoingInquire_RU

Respond to inquiries about outgoing factures

Inquire about payment status for customer invoices

CustInvoice4PaymInquire_RU

Respond to inquiries about payment status for customer invoices

Inquire about payment status for vendor invoices

VendInvoice4paymentStatusInquire_RU

Respond to inquiries about payment status for vendor invoices

Inquire about prepayment factures

FacturePrepaymInquire_RU

Respond to inquiries about prepayment factures

Inquire into audit policies

ComplianceMgmtAuditPoliciesInquire

Respond to inquiries about audit reference data

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 bill of exchange status

PaymBillOfExchangeStatusInquire

Respond to inquiries about the status of bills of exchange

Inquire into budget check errors or warnings

BudgetBudgetCheckResultsInquire

Respond to inquiries about budget check results

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

CashManagementReferenceDataInquire

Respond to inquiries about cash management process reference data

Inquire into cash transaction status

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 collections status

CollectionLetterCollectionsStatusInquir

Respond to inquiries about the status of collections

Inquire into compliance reference data

ComplianceMgmtComplianceRefDataInquire

Respond to inquiries about compliance reference data

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 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 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 items receipt note

GoodsReceiptNoteInquiry_IN

Inquire into journals and transaction status

LedgerJournalsTransactionStatusInquire

Respond to inquiries about the status of journals and transactions

Inquire into project master

ProjProjectMasterInquire

Respond to inquiries about project master information

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 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 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

Maintain budget planning configuration and processes

BudgetPlanningConfigProcessMaintain

Maintain budget plans

BudgetPlanMaintain

Maintain derived financial hierarchy filters

LedgerDerivedFinancialHierarchyMaintain

Create, edit, or delete filters for derived financial hierarchies

Maintain electronic documents

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 collections process performance

CollectionLetterCollectionProcPerfRevie

Monitor, analyze, and improve the collections 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

Role center URL redirection

EPHomePageView

Enable redirection from generic role center URL

View fiscal document source texts

FiscalDocumentSourceTextView_BR

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

Duty name

Duty AOT name

Duty description

Inquire into alcohol declaration data

AlcoholDeclarationDataInquire_RU

Respond to inquires about alcohol declaration data

Inquire into fixed asset budgets

AssetFixedAssetBudgetsInquire

Respond to inquiries about fixed asset budget master data

Review fixed assets process performance

AssetFixedAssetsProcessPerfReview

Monitor, analyze, and improve the fixed assets process

Inquire into fixed asset transaction status

AssetFixedAssetTransactionStatusInquire

Respond to inquiries about the status of fixed asset transactions

Inquire into bank accounts master

BankBankAccountsInquire

Respond to inquiries about bank master data

Inquire into bank account reconciliation status

BankBankAcctReconStatusInquire

Respond to inquiries about the status of bank account reconciliations

Inquire into bank management policies

BankBankManagementPoliciesInquire

Respond to inquiries about policies governing the bank management process

Review bank management process performance

BankBankManagementProcessPerfReview

Monitor, analyze, and improve 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 export letter of credit

BankExportLetterOfCreditInquire

Respond to inquiries about the status of export letters of credit

Inquire into import letter of credit

BankImportLetterOfCreditInquire

Respond to inquiries about the status of import letters of credit

Inquire into bank letter of guarantee

BankLetterOfGuaranteeInquire

Respond to inquiries about bank letter of guarantee

Inquire into budget check errors or warnings

BudgetBudgetCheckResultsInquire

Respond to inquiries about budget check results

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

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

Approve budget plans

BudgetPlanApprove

Maintain budget plans

BudgetPlanMaintain

Maintain budget planning configuration and processes

BudgetPlanningConfigProcessMaintain

Inquire into cash management reference data

CashManagementReferenceDataInquire

Respond to inquiries about cash management process reference data

Inquire into cash transaction status

CashTransactionStatusInquire

Respond to inquiries about the status of cash transactions

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 audit policies

ComplianceMgmtAuditPoliciesInquire

Respond to inquiries about audit reference data

Inquire into compliance reference data

ComplianceMgmtComplianceRefDataInquire

Respond to inquiries about compliance reference data

Inquire into credit card processing

CreditCardCreditCardProcessingInquire

Respond to inquiries about credit card processing

Inquire into customer master

CustCustomerMasterInquire

Respond to inquiries about customer master data

Inquire about payment status for customer invoices

CustInvoice4PaymInquire_RU

Respond to inquiries about payment status for customer invoices

Inquire into customer invoice status

CustInvoiceCustomerInvoiceStatusInquire

Respond to inquiries about the status of customer invoices

Review invoice and cash process performance

CustInvoiceInvoiceAndCashProcPerfReview

Monitor, analyze, and improve the invoice and cash process

Inquire about customer overdue debt VAT journals

CustOverdueVATJournalInquire_W

Role center URL redirection

EPHomePageView

Enable redirection from generic role center URL

Inquire about incoming factures

FactureIncomingInquire_RU

Respond to inquiries about incoming factures

Inquire about outgoing factures

FactureOutgoingInquire_RU

Respond to inquiries about outgoing factures

Inquire about prepayment factures

FacturePrepaymInquire_RU

Respond to inquiries about prepayment factures

View fiscal document source texts

FiscalDocumentSourceTextView_BR

Inquire into items receipt note

GoodsReceiptNoteInquiry_IN

Inquire about accounting data

InquireAccountingData_RU

Respond to inquiries about accounting data

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

Maintain derived financial hierarchy filters

LedgerDerivedFinancialHierarchyMaintain

Create, edit, or delete filters for derived financial hierarchies

Inquire into general ledger policies

LedgerGeneralLedgerPoliciesInquire

Respond to inquiries about policies governing the general ledger process

Review general ledger process performance

LedgerGeneralLedgerProcessPerfReview

Monitor, analyze, and improve the general ledger process

Inquire into general ledger reference data

LedgerGeneralLedgerReferenceDataInquire

Respond to inquiries about general ledger reference data

Inquire into journals and transaction status

LedgerJournalsTransactionStatusInquire

Respond to inquiries about the status of journals and transactions

Inquire into inventory through the role center

LedgerRoleCenterInventoryInquire

Inquire into inventory through the role center

Inquire about electronic documents

LedgerRRGEInquire

Respond to inquires about electronic documents

Inquire about accounting data

LedgerRRGGInquire

Respond to inquiries about accounting data

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

Inquire into customer positive payments

PaymCustPositivePayInquire

Maintain positive payments

PaymPositivePayMaintain

Inquire into promissory note status

PaymPromissoryNoteStatusInquire

Respond to inquiries about the status of promissory notes

Inquire into vendor payment status

PaymVendorPaymentStatusInquire

Respond to inquiries about the status of vendor payments

Inquire into vendor positive payments

PaymVendPositivePayInquire

Inquire into project master

ProjProjectMasterInquire

Respond to inquiries about project master information

Approve purchase requisitions

PurchReqPurchaseRequisitionApprove

Approve and authorize purchase requisitions

Inquire into purchase requisition

PurchReqPurchaseRequisitionInquire

Respond to inquiries about the status of purchase requisitions

Maintain electronic documents

RRGEMAintain

Enable financial reports generator

RRGEnable

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

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 about payment status for vendor invoices

VendInvoice4paymentStatusInquire_RU

Respond to inquiries about payment status for vendor invoices

Review invoice and payment process performance

VendInvoiceInvoicePaymentProcPerfReview

Monitor, analyze, and improve the invoice and payment process

Inquire into vendor invoice status

VendInvoiceVendorInvoiceStatusInquire

Respond to inquiries about the status of vendor invoices

Inquire about overdue vendor debt CIT and PIT journals

VendOverdueCITPITJournalInquire_W

Inquire about vendor overdue debt VAT journals

VendOverdueVATJournalInquire_W

Inquire into vendor master

VendVendorMasterInquire

Respond to inquiries about vendor master data

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

View bank accounts

BankAccountTableView

View projects

ProjTableView

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


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

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