Accounts receivable manager security role (CustInvoiceAccountsReceivableManager) [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 manager security role represents a user who reviews customer invoice process performance and enables the customer invoice process.
By default, this security role is assigned the following duties in Microsoft Dynamics AX.
| Duty name | Duty AOT name | Duty description | ||
|---|---|---|---|---|
| Inquire into bank accounts master | BankBankAccountsInquire | Respond to inquiries about bank master data | ||
| Review bank management process performance | BankBankManagementProcessPerfReview | Monitor, analyze, and improve the bank management process | ||
| Inquire into export letter of credit | BankExportLetterOfCreditInquire | Respond to inquiries about the status of export letters of credit | ||
| 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 | ||
| 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 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 Configurator definitions and processes
| ConfiguratorMaintain_BR | Access to the Definition group, Layout group, Export/import of groups, and Configurator export utility tool | ||
| Enable credit cards | CreditCardCreditCardEnable | Set up credit card parameters and payment services | ||
| 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 | ||
| Enable credit cards process | CreditCardCreditCardsProcessEnable | Set up policies and reference data to enable the credit cards process | ||
| Inquire into customer master | CustCustomerMasterInquire | Respond to inquiries about customer master data | ||
| Enable customer process | CustCustomerProcessEnable | Set up policies and reference data to enable the customer process | ||
| Maintain customer master | CustCustomersMaintain | Document and record customer master information | ||
| Maintain the Accountant acceptance status
| CustDirectiveAccountantMaintain_PSN | Maintain the Accountant acceptance status | ||
| View titre
| CustDirectiveInquire_PSN | View titre tabs, titre reports, and the titre maintenance form | ||
| Approve customer invoices | CustInvoiceCustomerInvoiceApprove | Approve customer invoices | ||
| 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 | ||
| Review invoice and cash process performance | CustInvoiceInvoiceAndCashProcPerfReview | Monitor, analyze, and improve 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 | ||
| Inquire about customer overdue debt VAT journals
| CustOverdueVATJournalInquire_W | |||
| Maintain sites solution in accounts receivable module | CustSitesSolutionMaintain | |||
| Inquire into address book reference data | DirAddressBookReferenceDataInquire | Respond to inquiries about address book reference data | ||
| Maintain correction letters
| EFDocCorrectionLetterMaintain_BR | |||
| View electronic fiscal document information
| EFDocumentMaintain_BR | |||
| Configure electronic fiscal document
| EFDocumentSetup_BR | |||
| NF-e issued in contingency mode
| EFiscalDocContingencyMode_BR | NF-e issued in contingency mode | ||
| Inquire into EInvoice progress | EInvoiceInquire_MX | Inquire into EInvoice progress | ||
| Role center URL redirection | EPHomePageView | Enable redirection from generic role center URL | ||
| View fiscal document
| FiscalDocumentInquire_BR | |||
| View fiscal document source texts
| FiscalDocumentSourceTextView_BR | |||
| Inquire into imported content and FCI
| ImportedContentPerItemInquire_BR | |||
| 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 into bill of exchange status | PaymBillOfExchangeStatusInquire | Respond to inquiries about the status of bills of exchange | ||
| Approve bill of exchange transactions | PaymBillOfExchangeTransactionsApprove | |||
| Inquire into customer payments status | PaymCustomerPaymentsStatusInquire | Respond to inquiries about the status of customer payments | ||
| Approve customer payment transactions | PaymCustPaymentTransactionsApprove | |||
| Inquire into customer positive payments
| PaymCustPositivePayInquire | |||
| Maintain positive payments
| PaymPositivePayMaintain | |||
| Approves generated customer rebates
| PdsRebateApprove | |||
| Maintain rebate payments
| PdsRebatePaymentMaintain | |||
| Processes customer rebates
| PdsRebateProcess | |||
| Maintain customer print management settings | PrintMgmtCustTableSetupMaintain | |||
| Maintain free text invoice print management settings | PrintMgmtFreeTextSettingsMaintain | Maintain free text invoice print management settings | ||
| 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 | |||
| Maintain sales fiscal document
| SalesFiscalDocumentMaintain_BR | |||
| Inquire into sales order progress | SalesOrderProgressInquire | Respond to inquiries about the status of the sales order process | ||
| Inquire into quotation to sales order policies | SalesQuotationToSalesOrderPolInquire | Respond to inquiries about the policies governing the quotation to sales order process | ||
| Enable quotation to sales order process | SalesQuotationToSalesOrderProcessEnable | Set up policies and reference data to enable the quotation to sales order process | ||
| Review average VAT
| TaxAverageVATReview | Review average VAT details via the average VAT report | ||
| View tax branches
| TaxBranchView | Set up tax branch details | ||
| View tax fiscal documents
| TaxFiscalDocumentInquire_BR | View tax fiscal documents | ||
| 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 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. |
Note 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 the details of the Receivables by billing classification | CustReceivablePeriodDetailReportGenerate |
| Generate the Receivables by billing classification report | CustReceivableClassificationGenerate |
By default, no privileges are directly assigned to this security 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).