Collections manager security role (CollectionLetterCollectionsManager) [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 Collections manager security role represents a user who reviews collections process performance and enables the collections process.

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

Duty name

Duty AOT name

Duty description

Review bank management process performance through the role center

BankRoleCenterBankMgmtProcessPerfReview

Review bank management process performance through the role center.

Enable case management

CaseCaseManagementEnable

Set up policies and reference data to enable the case management process

Enable collections process

CollectionLetterCollectionsProcessEnable

Set up policies and reference data to enable the collections process

Inquire into collections status

CollectionLetterCollectionsStatusInquir

Respond to inquiries about the status of collections

Maintain collections transactions

CollectionLetterCollectionsTransMaintai

Document and record collections activities and collections business events

Inquire into collections policies

CollectionLetterCollectPoliciesInquire

Respond to inquiries about policies governing the collections process

Inquire into collections reference data

CollectionLetterCollectRefDataInquire

Respond to inquiries about collections reference data

Maintain credit cards

CreditCardCreditCardMaintain

Maintain credit cards

Inquire into credit card processing

CreditCardCreditCardProcessingInquire

Respond to inquiries about credit card processing

Inquire into credit card reference data

CreditCardCreditCardReferenceDataInquir

Respond to inquiries about credit card reference data

Review credit cards process performance

CreditCardCreditCardsProcessPerfReview

Monitor, analyze, and improve the credit cards process

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

Maintain customer master

CustCustomersMaintain

Document and record customer master information

Inquire into customer invoice status

CustInvoiceCustomerInvoiceStatusInquire

Respond to inquiries about the status of customer invoices

Inquire into invoice and cash policies

CustInvoiceInvoiceAndCashPoliciesInquir

Respond to inquiries about policies governing the invoice and cash process

Enable invoice and cash process

CustInvoiceInvoiceAndCashProcessEnable

Set up policies and reference data to enable 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 sites solution in accounts receivable module

CustSitesSolutionMaintain

Role center URL redirection

EPHomePageView

Enable redirection from generic role center URL

Maintain periodic settlement and unsettlement

MaintainAutoSettleReverse_RU

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 activities

smmActivityInquire

Respond to inquiries about activity data

Review activity process

smmActivityProcessReview

Monitor, analyze, and improve the activity process

Inquire into activity reference data

smmActivityReferenceDataInquire

Respond to inquiries about activity reference data

Prospect turnover

smmProspectsTurnoverGenerate

Create turnover report for prospects

Maintain customer deductions information

NoteNote

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

TAMCustDeductionMaintain

Inquire into sales tax transaction status

TaxSalesTaxTransactionStatusInquire

Respond to inquiries about the status of sales tax transactions


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

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