Financial controller security role (LedgerFinancialController)

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 Financial controller security role represents a user who reviews the performance of all accounting processes and enables those processes.

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
Approve purchase requisitions	PurchReqPurchaseRequisitionApprove	Approve and authorize purchase requisitions
Inquire into audit policies	ComplianceMgmtAuditPoliciesInquire	Respond to inquiries about audit reference data
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 bill of exchange status	PaymBillOfExchangeStatusInquire	Respond to inquiries about the status of bills of exchange
Inquire into budget check errors or warnings	BudgetBudgetCheckResultsInquire	Respond to inquiries about budget check results
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 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 collections status	CollectionLetterCollectionsStatusInquir	Respond to inquiries about the status of collections
Inquire into compliance reference data	ComplianceMgmtComplianceRefDataInquire	Respond to inquiries about compliance reference data
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 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 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 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 sales tax policies	TaxSalesTaxPoliciesInquire	Respond to inquiries about policies governing the sales tax process
Inquire into sales tax process reference data	TaxSalesTaxProcessReferenceDataInquire	Respond to inquiries about sales tax process reference data
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
Maintain derived financial hierarchy filters	LedgerDerivedFinancialHierarchyMaintain	Create, edit, or delete filters for derived financial hierarchies
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 collections process performance	CollectionLetterCollectionProcPerfRevie	Monitor, analyze, and improve the collections 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
Role center URL redirection	EPHomePageView	Enable redirection from generic role center URL

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
Approve budget plans	BudgetPlanApprove
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	InquireAccountingData_RU	Respond to inquiries about accounting data
Inquire about accounting data	LedgerRRGGInquire	Respond to inquiries about accounting data
Inquire about electronic documents	LedgerRRGEInquire	Respond to inquiries about electronic documents
Inquire about incoming factures	FactureIncomingInquire_RU	Respond to inquiries about incoming factures
Inquire about outgoing factures	FactureOutgoingInquire_RU	Respond to inquiries about outgoing factures
Inquire about payment status for customer invoices	CustInvoice4PaymInquire_RU	Respond to inquiries about payment status for customer invoices
Inquire about payment status for vendor invoices	VendInvoice4paymentStatusInquire_RU	Respond to inquiries about payment status for vendor invoices
Inquire about prepayment factures	FacturePrepaymInquire_RU	Respond to inquiries about prepayment factures
Inquire into audit policies	ComplianceMgmtAuditPoliciesInquire	Respond to inquiries about audit reference data
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 bill of exchange status	PaymBillOfExchangeStatusInquire	Respond to inquiries about the status of bills of exchange
Inquire into budget check errors or warnings	BudgetBudgetCheckResultsInquire	Respond to inquiries about budget check results
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 collections status	CollectionLetterCollectionsStatusInquir	Respond to inquiries about the status of collections
Inquire into compliance reference data	ComplianceMgmtComplianceRefDataInquire	Respond to inquiries about compliance reference data
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 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 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 items receipt note	GoodsReceiptNoteInquiry_IN
Inquire into journals and transaction status	LedgerJournalsTransactionStatusInquire	Respond to inquiries about the status of journals and transactions
Inquire into project master	ProjProjectMasterInquire	Respond to inquiries about project master information
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 sales tax policies	TaxSalesTaxPoliciesInquire	Respond to inquiries about policies governing the sales tax process
Inquire into sales tax process reference data	TaxSalesTaxProcessReferenceDataInquire	Respond to inquiries about sales tax process reference data
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
Maintain budget planning configuration and processes	BudgetPlanningConfigProcessMaintain
Maintain budget plans	BudgetPlanMaintain
Maintain derived financial hierarchy filters	LedgerDerivedFinancialHierarchyMaintain	Create, edit, or delete filters for derived financial hierarchies
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 collections process performance	CollectionLetterCollectionProcPerfRevie	Monitor, analyze, and improve the collections 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
Role center URL redirection	EPHomePageView	Enable redirection from generic role center URL
View fiscal document source texts	FiscalDocumentSourceTextView_BR

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
Inquire into alcohol declaration data	AlcoholDeclarationDataInquire_RU	Respond to inquires about alcohol declaration data
Inquire into fixed asset budgets	AssetFixedAssetBudgetsInquire	Respond to inquiries about fixed asset budget master data
Review fixed assets process performance	AssetFixedAssetsProcessPerfReview	Monitor, analyze, and improve the fixed assets process
Inquire into fixed asset transaction status	AssetFixedAssetTransactionStatusInquire	Respond to inquiries about the status of fixed asset transactions
Inquire into bank accounts master	BankBankAccountsInquire	Respond to inquiries about bank master data
Inquire into bank account reconciliation status	BankBankAcctReconStatusInquire	Respond to inquiries about the status of bank account reconciliations
Inquire into bank management policies	BankBankManagementPoliciesInquire	Respond to inquiries about policies governing the bank management process
Review bank management process performance	BankBankManagementProcessPerfReview	Monitor, analyze, and improve 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 export letter of credit	BankExportLetterOfCreditInquire	Respond to inquiries about the status of export letters of credit
Inquire into import letter of credit	BankImportLetterOfCreditInquire	Respond to inquiries about the status of import letters of credit
Inquire into bank letter of guarantee	BankLetterOfGuaranteeInquire	Respond to inquiries about bank letter of guarantee
Inquire into budget check errors or warnings	BudgetBudgetCheckResultsInquire	Respond to inquiries about budget check results
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
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
Approve budget plans	BudgetPlanApprove
Maintain budget plans	BudgetPlanMaintain
Maintain budget planning configuration and processes	BudgetPlanningConfigProcessMaintain
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
Review collections process performance	CollectionLetterCollectionProcPerfRevie	Monitor, analyze, and improve the collections process
Inquire into collections status	CollectionLetterCollectionsStatusInquir	Respond to inquiries about the status of collections
Inquire into audit policies	ComplianceMgmtAuditPoliciesInquire	Respond to inquiries about audit reference data
Inquire into compliance reference data	ComplianceMgmtComplianceRefDataInquire	Respond to inquiries about compliance reference data
Inquire into credit card processing	CreditCardCreditCardProcessingInquire	Respond to inquiries about credit card processing
Inquire into customer master	CustCustomerMasterInquire	Respond to inquiries about customer master data
Inquire about payment status for customer invoices	CustInvoice4PaymInquire_RU	Respond to inquiries about payment status for customer invoices
Inquire into customer invoice status	CustInvoiceCustomerInvoiceStatusInquire	Respond to inquiries about the status of customer invoices
Review invoice and cash process performance	CustInvoiceInvoiceAndCashProcPerfReview	Monitor, analyze, and improve the invoice and cash process
Inquire about customer overdue debt VAT journals	CustOverdueVATJournalInquire_W
Role center URL redirection	EPHomePageView	Enable redirection from generic role center URL
Inquire about incoming factures	FactureIncomingInquire_RU	Respond to inquiries about incoming factures
Inquire about outgoing factures	FactureOutgoingInquire_RU	Respond to inquiries about outgoing factures
Inquire about prepayment factures	FacturePrepaymInquire_RU	Respond to inquiries about prepayment factures
View fiscal document source texts	FiscalDocumentSourceTextView_BR
Inquire into items receipt note	GoodsReceiptNoteInquiry_IN
Inquire about accounting data	InquireAccountingData_RU	Respond to inquiries about accounting data
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
Maintain derived financial hierarchy filters	LedgerDerivedFinancialHierarchyMaintain	Create, edit, or delete filters for derived financial hierarchies
Inquire into general ledger policies	LedgerGeneralLedgerPoliciesInquire	Respond to inquiries about policies governing the general ledger process
Review general ledger process performance	LedgerGeneralLedgerProcessPerfReview	Monitor, analyze, and improve the general ledger process
Inquire into general ledger reference data	LedgerGeneralLedgerReferenceDataInquire	Respond to inquiries about general ledger reference data
Inquire into journals and transaction status	LedgerJournalsTransactionStatusInquire	Respond to inquiries about the status of journals and transactions
Inquire into inventory through the role center	LedgerRoleCenterInventoryInquire	Inquire into inventory through the role center
Inquire about electronic documents	LedgerRRGEInquire	Respond to inquires about electronic documents
Inquire about accounting data	LedgerRRGGInquire	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 customer payments status	PaymCustomerPaymentsStatusInquire	Respond to inquiries about the status of customer payments
Inquire into customer positive payments	PaymCustPositivePayInquire
Maintain positive payments	PaymPositivePayMaintain
Inquire into promissory note status	PaymPromissoryNoteStatusInquire	Respond to inquiries about the status of promissory notes
Inquire into vendor payment status	PaymVendorPaymentStatusInquire	Respond to inquiries about the status of vendor payments
Inquire into vendor positive payments	PaymVendPositivePayInquire
Inquire into project master	ProjProjectMasterInquire	Respond to inquiries about project master information
Approve purchase requisitions	PurchReqPurchaseRequisitionApprove	Approve and authorize purchase requisitions
Inquire into purchase requisition	PurchReqPurchaseRequisitionInquire	Respond to inquiries about the status of purchase requisitions
Maintain electronic documents	RRGEMAintain
Enable financial reports generator	RRGEnable	Set up templates, report format, and other information to enable the financial reports generator
Inquire into sales tax policies	TaxSalesTaxPoliciesInquire	Respond to inquiries about policies governing the sales tax process
Inquire into sales tax process reference data	TaxSalesTaxProcessReferenceDataInquire	Respond to inquiries about sales tax process reference data
Inquire about payment status for vendor invoices	VendInvoice4paymentStatusInquire_RU	Respond to inquiries about payment status for vendor invoices
Review invoice and payment process performance	VendInvoiceInvoicePaymentProcPerfReview	Monitor, analyze, and improve the invoice and payment process
Inquire into vendor invoice status	VendInvoiceVendorInvoiceStatusInquire	Respond to inquiries about the status of vendor invoices
Inquire about overdue vendor debt CIT and PIT journals	VendOverdueCITPITJournalInquire_W
Inquire about vendor overdue debt VAT journals	VendOverdueVATJournalInquire_W
Inquire into vendor master	VendVendorMasterInquire	Respond to inquiries about vendor master data

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
View bank accounts	BankAccountTableView
View projects	ProjTableView

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