Purchasing manager security role (TradePurchasingManager) [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 Purchasing manager security role represents a user who reviews purchasing process performance and enables the purchasing process.
By default, this security role is assigned the following duties in Microsoft Dynamics AX.
| Duty name | Duty AOT name | Duty description | ||
|---|---|---|---|---|
| Maintain purchase agreement master | AgreementPurchaseAgreementMasterMaintai | Maintain purchase agreement master | ||
| Configure AIF synchronization | AifSyncConfigure | Allows specifying filters on ports | ||
| Inquire into import letter of credit | BankImportLetterOfCreditInquire | Respond to inquiries about the status of import letters of credit | ||
| Enable case management | CaseCaseManagementEnable | Set up policies and reference data to enable the case management process | ||
| Review case process | CaseCaseProcessReview | Monitor, analyze, and improve the case process | ||
| Maintain cases | CaseCasesMaintain | Maintain cases | ||
| Maintain purchasing cases | CasePurchasingCasesMaintain | Maintain purchasing cases | ||
| Inquire into catalogs | CatProcurementCatalogMasterInquire | View all types of catalogs | ||
| Enable accounting for customs duty process
| CustomsDutyProcessEnable_RU | Set up required customs duty information to enable accounting for customs duty process | ||
| Inquire into external items descriptions master | CustVendExternalItemMasterInquire | Respond to inquiries about customers and vendors external item descriptions | ||
| Maintain external items descriptions master | CustVendExternalItemMasterMaintain | Maintain customers and vendors external item descriptions | ||
| Inquire into category hierarchy details | EcoResCategoryMasterInquire | Respond to inquiries about category hierarchy master data | ||
| Maintain all category hierarchy details | EcoResCategoryMasterMaintain | Category maintenance | ||
| Inquire into products definition master | EcoResProductDefinitionMasterInquire | Respond to inquiries about products definition master data | ||
| Role center URL redirection | EPHomePageView | Enable redirection from generic Role center URL | ||
| Maintain supply forecasts | ForecastSupplyForecastMaintain | |||
| Maintain intercompany master scheduling | InterCompanyMasterSchedulingMaintain | Document and record intercompany master scheduling | ||
| Enable intercompany planning process | IntercompanyPlanningProcessEnable | Set up policies and reference data to enable the intercompany master scheduling process | ||
| Inquire into quality control progress | InventQualityControlProgressInquire | Respond to inquiries about the status of the quality control process | ||
| Inquire into related inventory status | InventRelatedInventoryStatusInquire | Respond to inquiries about the status of the related inventory | ||
| Maintain tracking dimensions master | InventTrackingDimensionsMasterMaintain | Maintain serial and batch numbers | ||
| Inquire into product builder configuration data | PBAProductBuilderConfigStatusInquire | |||
| Commodity pricing
| PdsComdPricingMaintain | |||
| Inquire into product purchase prices and discount master | PriceDiscProdPurchPriceDiscMasterInquir | Respond to inquiries about product purchase prices and discount master data | ||
| Maintain product prices and discount master | PriceDiscProductPriceDiscMasterMaintain | Maintain product prices and discount master | ||
| Approve product prices and discounts | PriceDiscProductPricesDiscountsApprove | Approve and authorize product prices and discounts | ||
| Maintain purchase setup print management settings | PrintMgmtPurchaseSettingsMaintain | Maintain purchase setup print management settings | ||
| Maintain purchase document print management settings | PrintMgmtPurchDocumentSettingsMaintain | Maintain purchase document print management settings. | ||
| Review all purchasing reports | ProcPurchaseProcessReview | View all reports related to the purchasing process | ||
| Enable purchasing process | ProcPurchasingProcessEnable | Set up policies and reference data to enable the purchasing process | ||
| Enable purchasing process for public sector | ProcPurchasingProcessEnable_PSN | Set up policies and reference data to enable the purchasing process | ||
| Maintain purchase agreement activity summary | PurchAgreementActivitiesSummaryMaintain | |||
| View purchase agreement certification compliance report | PurchAgreementCertComplianceMaintain | View purchase agreement certification compliance report | ||
| Maintain child purchase agreements | PurchAgreementChildMaintain_PSN | Maintain child purchase agreements | ||
| Maintain purchase agreement department authorization | PurchAgreementFinDimAccessMaintain_PSN | Document and record information about the departments authorized to use a purchase agreement | ||
| Inquire into purchase agreement tree | PurchAgreementTreeInquire_PSN | Respond to inquiries about the hierarchical list of purchase agreements | ||
| Maintain purchase agreement tree | PurchAgreementTreeMaintain_PSN | Maintain the hierarchical list of purchase agreements | ||
| Approve purchase agreement | PurchaseAgreementWFMaintain | Approve purchase agreement | ||
| Approve purchase order | PurchOrderApprove | Approve and authorize purchase order document | ||
| Review purchase order process performance | PurchOrderProcessPerformanceReview | Monitor purchase orders | ||
| Enable purchase order to invoice process | PurchOrderToInvoiceProcessEnable | Set up policies and reference data to enable the purchase order to invoice process | ||
| Enable purchase order to invoice process for public sector | PurchOrderToInvoiceProcessEnable_PSN | Set up policies and reference data to enable the purchase order to invoice process | ||
| Inquire into purchase order to invoice progress | PurchOrderToInvoiceProgressInquire | Respond to inquiries about the status of the purchase order to invoice process | ||
| Inquire into purchase order to invoice progress for public sector | PurchOrderToInvoiceProgressInquire_PSN | Respond to inquiries about the status of the purchase order to invoice process | ||
| Inquire into purchase order to invoice reference data | PurchOrderToInvoiceReferenceDataInquire | Respond to inquiries about purchase order to invoice reference data | ||
| Inquire into purchase requisition consolidation | PurchReqConsolidationReview | Monitor, analyze and improve the purchase requisition consolidation process | ||
| Maintain creation of purchase orders from purchase requisitions | PurchReqOrderFromRequisitionMaintain | Release purchase orders from purchase requisitions | ||
| Approve purchase requisitions | PurchReqPurchaseRequisitionApprove | Approve and authorize purchase requisitions | ||
| Inquire into purchase requisition | PurchReqPurchaseRequisitionInquire | Respond to inquiries about the status of purchase requisitions | ||
| Maintain all purchase requisitions | PurchReqPurchaseRequisitionMaintainAll | |||
| Maintain document services operation | PurchRFQFormLetterSendProcessMaintain | Send/receive RFQ | ||
| Maintain request for quotations questionnaire
| PurchRFQQuestionnaireMaintain | Maintain request for quotations questionnaire | ||
| Approve request for quotations | PurchRFQRequestForQuoteApprove | Approve request for quotations | ||
| Inquire into request for quotation reply status | PurchRFQRequestForQuoteReplyInquire | Respond to inquiries about the status of request for quotation replies | ||
| Maintain request for quotation replies | PurchRFQRequestForQuoteReplyMaintain | Maintain request for quotation replies | ||
| Review request for quotation performance | PurchRFQRequestForQuoteReview | Monitor request for quotation performance | ||
| Maintain sealed bids
| PurchRFQSealedBids | Maintain sealed bids | ||
| PurchSolicitationTypeMaintain
| PurchRFQSolicitationTypeMaintain | |||
| Maintain sites service solution and online pages available in procurement and sourcing area | PurchRFQSolutionMaintain | |||
| Inquire into CTP | ReqCtpStatusInquire | Respond to inquiries about capable to promise (CTP) requests | ||
| Inquire into planned orders
| ReqPlannedOrderProgressInquire | |||
| Inquire into planned purchase orders | ReqPlannedPurchaseOrderProgressInquire | |||
| Inquire into contact master | smmContactMasterInquire | Respond to inquiries about contact master data | ||
| Inquire into purchase supplementary items master | SupPurchSupplementaryItemsMasterInquire | Respond to inquiries about purchase supplementary items master data | ||
| Maintain purchase supplementary items master | SupPurchSupplementaryItemsMasterMaintai | Maintain purchase supplementary items master data | ||
| Maintain vendor rebate agreements
| TAMVendRebateAgreementMaintain | Create and manage vendor rebate agreements | ||
| Inquire into vendor rebates
| TAMVendRebateInquire | View vendor rebates | ||
| Maintain purchase agreement type | VendCertificationTypeMaintain | |||
| View purchase agreement type | VendCertificationTypeView | View purchase agreement type | ||
| Inquire about payment status for vendor invoices
| VendInvoice4paymentStatusInquire_RU | Respond to inquiries about payment status for vendor invoices | ||
| Inquire into prospective vendor master | VendProspectiveVendorMasterInquire | Respond to inquiries about prospective vendor master data | ||
| Inquire into employee-initiated vendor request status | VendRequestEmployeeVendorRequestInquire | Respond to inquiries about status on employee-initiated vendor requests | ||
| Maintain document services operation | VendRequestSignupServiceMaintain | Read/create unsolicited vendors and inquire about category information | ||
| Activate, deactivate, update and synchronize unsolicited vendor sites solution | VendRequestSignupSolutionMaintain | |||
| Inquire into vendor-initiated request status | VendRequestVendorInitiateRequestInquire | Respond to inquiries about status on vendor-initiated requests | ||
| Inquire into unsolicited vendor master | VendUnsolicitedVendorMasterInquire | Respond to inquiries about unsolicited vendor master data | ||
| Approve vendor user requests | VendUserRequestApprove | View and approve vendor user requests | ||
| Inquire into vendor master | VendVendorMasterInquire | Respond to inquiries about vendor master data | ||
| Maintain vendor master | VendVendorMasterMaintain | Maintain vendor master | ||
| Enable vendor process | VendVendorProcessEnable | Set up policies and reference data to enable the vendor process | ||
| Inquire into vendor questionnaire progress | VendVendorQuestionnaireInquire | Respond to inquiries about vendor questionnaires | ||
| Inquire into performance of workflow participants | WorkflowViewWorkflowParticipantsPerf | Respond to inquiries about status on performance of workflow participants | ||
| Inquire into workflow performance | WorkflowViewWorkflowPerf | View reports about the performance of workflows |
Note Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).