Accounts receivable clerk security role (CustInvoiceAccountsReceivableClerk)
Important
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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 clerk security role represents a user who documents customer invoice events and responds to customer inquiries.
Duties in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack
By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack.
Duty name |
Duty AOT name |
Duty description |
|---|---|---|
Inquire into bank letter of guarantee |
BankLetterOfGuaranteeInquire |
Respond to inquiries about bank letter of guarantee |
Inquire into bill of exchange status |
PaymBillOfExchangeStatusInquire |
Respond to inquiries about the status of bills of exchange |
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 invoice and cash policies |
CustInvoiceInvoiceAndCashPoliciesInquir |
Respond to inquiries about policies governing the invoice and cash process |
Inquire into invoice and cash reference data |
CustInvoiceInvoiceAndCashRefDataInquire |
Respond to inquiries about invoice and cash reference data |
Inquire into project invoices |
ProjProjectInvoiceInquire |
Respond to inquiries about project invoice master information |
Inquire into quotation to sales order reference data |
SalesQuotationToSalesOrderRefDataInquir |
Respond to inquiries about quotation to sales order reference data |
Inquire into sales commissions master |
CustInvoiceSalesCommissionsInquire |
Respond to inquiries about commission master data |
Inquire into sales order progress |
SalesOrderProgressInquire |
Respond to inquiries about the status of the sales order process |
Inquire into sales tax transaction status |
TaxSalesTaxTransactionStatusInquire |
Respond to inquiries about the status of sales tax transactions |
Maintain bank letter of guarantee |
BankLetterOfGuaranteeMaintain |
Maintain bank letter of guarantee |
Maintain customer invoice transactions |
CustInvoiceCustomerInvoiceTransMaintain |
Document and record customer invoice transactions |
Maintain customer print management settings |
PrintMgmtCustTableSetupMaintain |
|
Maintain EInvoice progress |
EInvoiceMaintain_MX |
Maintain EInvoice progress |
Maintain export letter of credit |
BankExportLetterOfCreditMaintain |
Document and record export letter of credit business events |
Maintain free text invoice print management settings |
PrintMgmtFreeTextSettingsMaintain |
Maintain free text invoice print management settings |
Maintain print management settings |
PrintMgmtPrintManagementSettingsMaintai |
Maintain print management settings |
Maintain project invoices |
ProjProjectInvoiceMaintain |
Maintain project invoice master information |
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 |
Duties in Microsoft Dynamics AX 2012 R2
By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R2.
Duty name |
Duty AOT name |
Duty description |
|---|---|---|
Enable financial reports generator |
RRGEnable |
Set up templates, report format, and other information to enable the financial reports generator |
Inquire about accounts receivable reconciliation data |
InquireAPReconciledata_RU |
Respond to inquiries about accounts receivable reconciliation data |
Inquire about accounting data |
InquireAccountingData_RU |
Respond to inquiries about accounting data |
Inquire about accounting data |
LedgerRRGGInquire |
Respond to inquiries about accounting data |
Inquire about export VAT processing |
ExportVATInquire_RU |
Respond to inquiries about export VAT processing |
Inquire about payment status for customer invoices |
CustInvoice4PaymInquire_RU |
Respond to inquiries about payment status for customer invoices |
Inquire about purchase books |
PurchBookInquire_RU |
Respond to inquiries about purchase books |
Inquire about sales books |
SalesBookInquire_RU |
Respond to inquiries about sales books |
Inquire into bank letter of guarantee |
BankLetterOfGuaranteeInquire |
Respond to inquiries about bank letter of guarantee |
Inquire into bill of exchange status |
PaymBillOfExchangeStatusInquire |
Respond to inquiries about the status of bills of exchange |
Inquire into customer consolidated invoice |
CustConsolidatedInvoiceInquire_JP |
Inquire into customer consolidated invoice |
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 invoice and cash policies |
CustInvoiceInvoiceAndCashPoliciesInquir |
Respond to inquiries about policies governing the invoice and cash process |
Inquire into invoice and cash reference data |
CustInvoiceInvoiceAndCashRefDataInquire |
Respond to inquiries about invoice and cash reference data |
Inquire into project invoices |
ProjProjectInvoiceInquire |
Respond to inquiries about project invoice master information |
Inquire into quotation to sales order reference data |
SalesQuotationToSalesOrderRefDataInquir |
Respond to inquiries about quotation to sales order reference data |
Inquire into sales commissions master |
CustInvoiceSalesCommissionsInquire |
Respond to inquiries about commission master data |
Inquire into sales order progress |
SalesOrderProgressInquire |
Respond to inquiries about the status of the sales order process |
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 bank letter of guarantee |
BankLetterOfGuaranteeMaintain |
Maintain bank letter of guarantee |
Maintain customer consolidated invoice |
CustConsolidatedInvoiceMaintain_JP |
Maintain customer consolidated invoice |
Maintain customer invoice transactions |
CustInvoiceCustomerInvoiceTransMaintain |
Document and record customer invoice transactions |
Maintain customer invoices for payment |
CustInvoice4PaymMaintain_RU |
|
Maintain customer print management settings |
PrintMgmtCustTableSetupMaintain |
|
Maintain customs duty accounting |
CustomsDutyMaintain_RU |
|
Maintain EInvoice progress |
EInvoiceMaintain_MX |
Maintain EInvoice progress |
Maintain export letter of credit |
BankExportLetterOfCreditMaintain |
Document and record export letter of credit business events |
Maintain export VAT |
ExportVATMainatin_RU |
|
Maintain free text invoice print management settings |
PrintMgmtFreeTextSettingsMaintain |
Maintain free text invoice print management settings |
Maintain invoice cancellation proposals |
MaintainInvoiceCancellationProposals_BR |
|
Maintain outgoing factures |
FactureOutgoingProcessing_RU |
|
Maintain prepayment factures |
FacturePrepaymProcessing_RU |
|
Maintain print management settings |
PrintMgmtPrintManagementSettingsMaintai |
Maintain print management settings |
Maintain project document print management settings |
PrintMgmtProjectDocumentSettingsMaintain |
Maintain project document print management settings |
Maintain project invoices |
ProjProjectInvoiceMaintain |
Maintain project invoice master information |
Maintain receivables setup print management settings |
PrintMgmtReceivablesSettingsMaintain |
Maintain receivables setup print management settings |
Maintain sales books |
SalesBookMaintain_RU |
|
Maintain sales complementary invoices |
SalesComplementaryInvoiceMaintain |
|
Maintain tax fiscal documents |
TaxFiscalDocumentMaintain_BR |
Create and update tax fiscal documents |
Maintain withholding tax transactions |
TaxWithholdTransactionMaintain |
Maintain the withholding tax transactions details |
RPS file export and import for Electronic fiscal document city |
RPSMaintain_BR |
|
View fiscal document source texts |
FiscalDocumentSourceTextView_BR |
|
View sales complementary invoices |
SalesComplementaryInvoiceInquire |
|
View tax branches |
TaxBranchView |
Set up tax branch details |
Duties in Microsoft Dynamics AX 2012 R3
By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R3.
Duty name |
Duty AOT name |
Duty description |
|---|---|---|
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 |
Inquire into customer consolidated invoice |
CustConsolidatedInvoiceInquire_JP |
Inquire into customer consolidated invoice |
Maintain customer consolidated invoice |
CustConsolidatedInvoiceMaintain_JP |
Maintain customer consolidated invoice |
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 |
Inquire about payment status for customer invoices |
CustInvoice4PaymInquire_RU |
Respond to inquiries about payment status for customer invoices |
Maintain customer invoices for payment |
CustInvoice4PaymMaintain_RU |
|
Inquire into customer invoice status |
CustInvoiceCustomerInvoiceStatusInquire |
Respond to inquiries about the status of customer invoices |
Maintain customer invoice transactions |
CustInvoiceCustomerInvoiceTransMaintain |
Document and record customer invoice transactions |
Inquire into invoice and cash policies |
CustInvoiceInvoiceAndCashPoliciesInquir |
Respond to inquiries about policies governing 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 customs duty accounting |
CustomsDutyMaintain_RU |
|
Inquire about customer overdue debt VAT journals |
CustOverdueVATJournalInquire_W |
|
Maintain customer overdue debt VAT journals |
CustOverdueVATJournalMaintain_W |
|
Maintain EInvoice progress |
EInvoiceMaintain_MX |
Maintain EInvoice progress |
Inquire about export VAT processing |
ExportVATInquire_RU |
Respond to inquiries about export VAT processing |
Maintain export VAT |
ExportVATMainatin_RU |
|
Maintain outgoing factures |
FactureOutgoingProcessing_RU |
|
Maintain prepayment factures |
FacturePrepaymProcessing_RU |
|
View fiscal document source texts |
FiscalDocumentSourceTextView_BR |
|
Inquire about accounting data |
InquireAccountingData_RU |
Respond to inquiries about accounting data |
Inquire about accounts receivable reconciliation data |
InquireAPReconciledata_RU |
Respond to inquiries about accounts receivable reconciliation data |
Maintain correction of serial numbers |
InventTrackingRegisterCorrectionMaintain |
Make corrections to serial numbers that were registered during the sales process |
Maintain registration of unreadable serial numbers |
InventTrackingRegisterUnknownMaintain |
Register serial numbers as not readable as part of the sales process |
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 invoice cancellation proposals |
MaintainInvoiceCancellationProposals_BR |
|
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 |
Maintain rebate payments |
PdsRebatePaymentMaintain |
|
Processes customer rebates |
PdsRebateProcess |
|
Maintain customer rebates |
PdsRebateTableMaintain |
Maintain customer rebates |
Maintain customer print management settings |
PrintMgmtCustTableSetupMaintain |
|
Maintain free text invoice print management settings |
PrintMgmtFreeTextSettingsMaintain |
Maintain free text invoice print management settings |
Maintain print management settings |
PrintMgmtPrintManagementSettingsMaintai |
Maintain print management settings |
Maintain project document print management settings |
PrintMgmtProjectDocumentSettingsMaintain |
Maintain project document print management settings. |
Maintain receivables setup print management settings |
PrintMgmtReceivablesSettingsMaintain |
Maintain receivables setup print management settings |
Inquire into project invoices |
ProjProjectInvoiceInquire |
Respond to inquiries about project invoice master information |
Maintain project invoices |
ProjProjectInvoiceMaintain |
Maintain project invoice master information |
Inquire about purchase books |
PurchBookInquire_RU |
Respond to inquiries about purchase books |
RPS file export and import for Electronic fiscal document city |
RPSMaintain_BR |
|
Enable financial reports generator |
RRGEnable |
Set up templates, report format, and other information to enable the financial reports generator |
Inquire about sales books |
SalesBookInquire_RU |
Respond to inquiries about sales books |
Maintain sales books |
SalesBookMaintain_RU |
|
View sales complementary invoices |
SalesComplementaryInvoiceInquire |
|
Maintain sales complementary invoices |
SalesComplementaryInvoiceMaintain |
|
Inquire into sales order progress |
SalesOrderProgressInquire |
Respond to inquiries about the status of the sales order process |
Inquire into quotation to sales order reference data |
SalesQuotationToSalesOrderRefDataInquir |
Respond to inquiries about quotation to sales order reference data |
Maintain bill back rebates |
TAMBillBackMaintain |
Make changes to bill back rebates |
Maintain trade allowances |
TAMMaintain |
|
View tax branches |
TaxBranchView |
Set up tax branch details |
Maintain tax fiscal documents |
TaxFiscalDocumentMaintain_BR |
Create and update tax fiscal documents |
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. |
Privileges
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 a count of unsettled customers |
CustUnsettledByClassificationGenerate |
Generate an interest notes Web part |
CustUnpostedInterestNotesGenerate |
Generate customer account statement report |
CustAccountStatementExtGenerate |
Generate customer aging report |
CustAgingBalanceGenerate |
Generate customer balance list report |
CustProvisionalBalanceGenerate |
Generate customer balance list with credit limit report |
CustBalanceListGenerate |
Generate customer invoice turnover report |
CustInvoiceVolumeGenerate |
Generate the details of the Receivables by billing classification |
CustReceivablePeriodDetailReportGenerate |
Generate the Receivables by billing classification report |
CustReceivableClassificationGenerate |
Generate the Unposted customer collection letters report |
CustUnpostedCollectionLetterGenerate |
View collections customers pools list page |
CustCollectionsPoolsListPageView |
By default, this security role is assigned the following privileges in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.
Privilege name |
Privilege AOT name |
|---|---|
Generate financial stock card report of Thailand |
InventStockCardFinancialGenerate |
Generate physical stock card of Thailand |
InventStockCardPhysicalGenerate |
Inquire fiscal establishments |
FiscalEstablishmentInquire_BR |