Budget manager security role (BudgetBudgetManager) [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 Budget manager security role represents a user who reviews budget process performance and enables the budget process.
By default, this security role is assigned the following duties in Microsoft Dynamics AX.
| Duty name | Duty AOT name | Duty description | ||
|---|---|---|---|---|
| Approve fixed assets budget entries | AssetBudgetApprove | |||
| Maintain fixed assets budget transactions | AssetBudgetMaintain | |||
| Maintain fixed asset budgets | AssetFixedAssetBudgetsMaintain | Maintain fixed asset budgets | ||
| Inquire into fixed assets | AssetFixedAssetsInquire | Respond to inquiries about fixed assets master data | ||
| Inquire into fixed asset transaction status | AssetFixedAssetTransactionStatusInquire | Respond to inquiries about the status of fixed asset transactions | ||
| Inquire into budget check errors or warnings | BudgetBudgetCheckResultsInquire | Respond to inquiries about budget check results | ||
| Enable budget control process | BudgetBudgetControlProcessEnable | Set up policies and reference data to enable the budget control process | ||
| Review budget control process performance | BudgetBudgetControlProcessPerfReview | Monitor, analyze, and improve the budget control process | ||
| Inquire into budget control process policies | BudgetBudgetCtrlProcPoliciesInquire | Respond to inquiries about policies governing the budget control process | ||
| Inquire into budget control process reference data | BudgetBudgetCtrlProcRefDataInquire | Respond to inquiries about budget control process reference data | ||
| Enable budget process | BudgetBudgetProcessEnable | Set up policies and reference data to enable the budget process | ||
| Review budget process performance | BudgetBudgetProcessPerfReview | Monitor, analyze, and improve the budget process | ||
| Inquire into budget process policies | BudgetBudgetProcessPoliciesInquire | Respond to inquiries about budget policy data | ||
| Inquire into budget master | BudgetBudgetsInquire | Respond to inquiries about budget master data | ||
| Maintain budget master | BudgetBudgetsMaintain | Maintain budget master | ||
| Approve budget register entries | BudgetBudgetTransactionsApprove | Approve ledger budget business events | ||
| Maintain budget register entries | BudgetBudgetTransactionsMaintain | Document and record ledger budget business events | ||
| Inquire into budget register entry status | BudgetBudgetTransStatusInquire | Respond to inquiries about the status of budget register entries | ||
| View positions using a list page | BudgetOpenPositionsInquire | |||
| Approve budget plans | BudgetPlanApprove | |||
| Maintain budget planning Generate | BudgetPlanGenerateBudgetPlanMaintain | Maintain budget planning Generate | ||
| Generate budget register entry | BudgetPlanGenerateBudgetTrnsMaintain | |||
| Maintain budget plans | BudgetPlanMaintain | |||
| Maintain budget planning configuration and processes | BudgetPlanningConfigProcessMaintain | |||
| Select forecast positions | BudgetPlanningSelectPositionMaintain | |||
| Inquire into customer reference data | CustCustomerReferenceDataInquire | Respond to inquiries about customer master reference data | ||
| Maintain the Director authorization status | CustDirectiveDirectorMaintain_PSN | Maintain the Director authorization status and assign numbers for titres and bordereaux de titres | ||
| View titre | CustDirectiveInquire_PSN | View titre tabs, titre reports, and the titre maintenance form | ||
| Maintain dimension configuration for integrating applications
| DimIntegrationConfigurationMaintain | |||
| A parameter that is used to group and sub-total the report | ForecastPositionsByBudgetPlanGenerate | |||
| Inquire into forecast positions | HcmForecastInquire | Respond to inquiries about forecast position data | ||
| Maintain forecast position master | HcmForecastMaintain | Maintain forecast positions | ||
| Set up position budgeting
| HcmForecastPositionBudgetMaintain | Add, edit, and delete all setup information that is used for position budgeting | ||
| Inquire into chart of account master | LedgerChartOfAccountsInquire | Respond to inquiries about chart of accounts | ||
| 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 and configure organizational model | OMOrganizationsMaintain | Create or update organizations and organization hierarchies | ||
| Close commitments | PurchCommitmentCloseMaintain_PSN | Maintain the commitment closing form and process the batch closing of commitments | ||
| Maintain commitment documents | PurchCommitmentMaintainCommitment_PSN | |||
| Approve purchase requisitions | PurchReqPurchaseRequisitionApprove | Approve and authorize purchase requisitions | ||
| Inquire into purchase requisition | PurchReqPurchaseRequisitionInquire | Respond to inquiries about the status of purchase requisitions | ||
| Enable financial reports generator | RRGEnable | Set up templates, report format, and other information to enable the financial reports generator | ||
| Maintain the Director authorization status and mandat numbers | VendDirectiveDirectorMaintain_PSN | Maintain the Director authorization status and assign numbers for mandats and bordereaux de mandat | ||
| Inquire into mandats | VendDirectiveInquire_PSN | View mandat tabs, mandat reports, and the mandat maintenance form |
Note By default, this security role is assigned the following privilege in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack.
| Privilege name | Privilege AOT name |
|---|---|
| URL for the budget manager role center | BudgetManagerRoleCenterView |
No privileges are directly assigned to this role in Microsoft Dynamics AX 2012 R2 or Microsoft Dynamics AX 2012 R3.
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).