Budget clerk security role (BudgetBudgetClerk)
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 Budget clerk security role represents a user who documents budget events and responds to budget inquiries.
Duties
By default, this security role is assigned the following duties in Microsoft Dynamics AX.
Duty name |
Duty AOT name |
Duty description |
|---|---|---|
Approve budget plans Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
BudgetPlanApprove |
|
Approve budget register entries |
BudgetBudgetTransactionsApprove |
Approve ledger budget business events |
Enable financial reports generator Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
RRGEnable |
Set up templates, report format, and other information to enable the financial reports generator |
Inquire about accounting data Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
LedgerRRGGInquire |
Respond to inquiries about accounting data |
Inquire into budget check errors or warnings |
BudgetBudgetCheckResultsInquire |
Respond to inquiries about budget check results |
Inquire into budget control process policies |
BudgetBudgetCtrlProcPoliciesInquire |
Respond to inquiries about policies governing the budget control process |
Inquire into budget control process reference data |
BudgetBudgetCtrlProcRefDataInquire |
Respond to inquiries about budget control process reference data |
Inquire into budget master |
BudgetBudgetsInquire |
Respond to inquiries about budget master data |
Inquire into budget process policies |
BudgetBudgetProcessPoliciesInquire |
Respond to inquiries about budget policy data |
Inquire into budget register entry status |
BudgetBudgetTransStatusInquire |
Respond to inquiries about the status of budget register entries |
Inquire into chart of account master |
LedgerChartOfAccountsInquire |
Respond to inquiries about chart of accounts |
Inquire into organizational model |
OMOrganizationsInquire |
Respond to inquiries about organization and organization hierarchy master data |
Maintain budget plans Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
BudgetPlanMaintain |
|
Maintain budget register entries |
BudgetBudgetTransactionsMaintain |
Document and record ledger budget business events |
Maintain fixed asset budgets |
AssetFixedAssetBudgetsMaintain |
Maintain fixed asset budgets |
Maintain fixed assets budget transactions |
AssetBudgetMaintain |
|
Maintain forecast position master Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
HcmForecastMaintain |
Maintain forecast positions |
Select forecast positions Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
BudgetPlanningSelectPositionMaintain |
|
View budget planning configuration and processes Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
BudgetPlanningConfigProcessView |