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
| TAMCustDeductionMaintain | |||
| Inquire into sales tax transaction status | TaxSalesTaxTransactionStatusInquire | Respond to inquiries about the status of sales tax transactions |
Note Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).