Accounts receivable payments clerk security role (PaymAccountsReceivablePaymentsClerk)

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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 payments clerk security role represents a user who documents accounts receivable payment events and responds to payment 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 bill of exchange status	PaymBillOfExchangeStatusInquire	Respond to inquiries about the status of bills of exchange
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 export letter of credit	BankExportLetterOfCreditInquire	Respond to inquiries about the status of export letters of credit
Inquire into project invoices	ProjProjectInvoiceInquire	Respond to inquiries about project invoice master information
Maintain bill of exchange transactions	PaymBillOfExchangeTransactionsMaintain	Document and record bill of exchange transactions
Maintain customer payments	PaymCustomerPaymentsMaintain	Document and record customer payments and credit notes transactions
Maintain print management settings	PrintMgmtPrintManagementSettingsMaintai	Maintain print management settings
Maintain project invoices	ProjProjectInvoiceMaintain	Maintain project invoice master information

Duties in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3

By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.

Duty name	Duty AOT Name	Duty description
Inquire about accounting data	InquireAccountingData_RU	Respond to inquiries about accounting data
Inquire into bill of exchange status	PaymBillOfExchangeStatusInquire	Respond to inquiries about the status of bills of exchange
Inquire into credit card processing	CreditCardCreditCardProcessingInquire	Respond to inquiries about credit card processing
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 export letter of credit	BankExportLetterOfCreditInquire	Respond to inquiries about the status of export letters of credit
Inquire into project invoices	ProjProjectInvoiceInquire	Respond to inquiries about project invoice master information
Maintain bill of exchange transactions	PaymBillOfExchangeTransactionsMaintain	Document and record bill of exchange transactions
Maintain client bank statements	ClientbankMaintain_RU
Maintain customer payments	PaymCustomerPaymentsMaintain	Document and record customer payments and credit notes transactions
Maintain exchange rate difference for bank accounts	BankExchAdjMainatin_RU
Maintain invoice cancellation proposals	MaintainInvoiceCancellationProposals_BR
Maintain periodic settlement and unsettlement	MaintainAutoSettleReverse_RU
Maintain prepayment factures	FacturePrepaymProcessing_RU
Maintain print management settings	PrintMgmtPrintManagementSettingsMaintai	Maintain print management settings
Maintain project invoices	ProjProjectInvoiceMaintain	Maintain project invoice master information
Maintain vendor consolidated invoice	VendConsolidatedInvoiceMaintain_JP	Maintain vendor consolidated invoice
Review average VAT	TaxAverageVATReview	Review average VAT details via the average VAT report
View tax branches	TaxBranchView	Set up tax branch 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 privilege in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.

Privilege name	Privilege AOT name
View electronic payment setup	EPPaymentView_BR