Chief financial officer security role (CompanyChiefFinancialOfficer) [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 Chief financial officer security role represents a user who reviews the financial performance of the organization.
By default, this security role is assigned the following duties in Microsoft Dynamics AX.
| Duty name | Duty AOT name | Duty description | ||
|---|---|---|---|---|
| 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
| LedgerRRGGInquire | Respond to inquiries about accounting data | ||
| Inquire about electronic documents
| LedgerRRGEInquire | Respond to inquiries about electronic documents | ||
| Inquire in purchase agreement department authorization | PurchAgreementFinDimAccessInquire_PSN | Respond to inquiries about the departments that are authorized to use a purchase agreement | ||
| 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 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 commitment documents | PurchCommitmentInquireCommitment_PSN | Respond to inquiries about commitment documents | ||
| 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 customer reference data | CustCustomerReferenceDataInquire | Respond to inquiries about customer master reference data | ||
| 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 fixed assets | AssetFixedAssetsInquire | Respond to inquiries about fixed assets master data | ||
| 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 jobs and positions | HcmJobPositionInquire | Respond to inquiries about job and position data | ||
| 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 retail store sales reports
| RetailSalesStoreReportsInquire | |||
| Inquire into tax transaction status
| TaxTransactionInquiry_IN | |||
| 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 | ||
| Inquire into vendor process | VendVendorProcessInquire | Respond to inquiries about vendor process | ||
| Maintain commitment documents | PurchCommitmentMaintainCommitment_PSN | |||
| 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 compliance process performance | ComplianceMgmtComplianceProcPerfReview | Monitor, analyze, and improve the compliance process | ||
| Review credit cards process performance | CreditCardCreditCardsProcessPerfReview | Monitor, analyze, and improve the credit cards 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 | ||
| Review project control | ProjProjectControlReview | Monitor project hour utilization and efficiency | ||
| Review project control - cash flow | ProjProjectControlCashFlowReview | Monitor forecasted and actual project cash flow | ||
| Review project control - committed cost | ProjProjectControlCommittedCostReview | Monitor the costs of a project or a set of projects | ||
| Review project control - hour utilization | ProjProjectControlHourUtilizationReview | Monitor the utilization and efficiency of assigned project hours | ||
| Review project control - invoice control | ProjProjectControlInvoiceControlReview | Monitor posted project transactions | ||
| Review project control - statement | ProjProjectControlStatementReview | Monitor project control statement reports | ||
| Role center URL redirection | EPHomePageView | Enable redirection from generic role center URL | ||
| View budget planning configuration and processes
| BudgetPlanningConfigProcessView | |||
| View budget plans
| BudgetPlanView | |||
| View derived financial hierarchy filters | LedgerDerivedFinancialHierarchyInquire | View derived financial hierarchy trees and filters | ||
| View fiscal document source texts
| FiscalDocumentSourceTextView_BR | |||
| Role center URL redirection
| EPPurchCenterRole | Enable redirection from generic role center URL |
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 |
|---|---|
| Inquire into all purchase requisitions | PurchReqPurchaseRequisitionInquire |
| View fixed asset records | AssetTableView |
| View positions using a list page | HcmPositionListView |
| View the Finance Director ratios | LedgerFinanceDirectorRatiosGenerate |
By default, no privileges are directly assigned to this security role in Microsoft Dynamics AX 2012 R2.
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).