Sales manager security role (TradeSalesManager)
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 Sales manager security role represents a user who reviews sales process performance and enables the sales process.
Duties
By default, this security role is assigned the following duties in Microsoft Dynamics AX.
Duty name |
Duty AOT name |
Duty description |
|---|---|---|
Inquire into sales agreement master |
AgreementSalesAgreementMasterInquire |
Respond to inquiries about sales agreement master data |
Maintain sales agreement master |
AgreementSalesAgreementMasterMaintain |
Maintain sales agreement master |
Inquire into export letter of credit |
BankExportLetterOfCreditInquire |
Respond to inquiries about the status of export letters of credit |
Enable case management |
CaseCaseManagementEnable |
Set up policies and reference data to enable the case management process |
Maintain cases |
CaseCasesMaintain |
Maintain cases |
Inquire into sales case progress |
CaseSalesCaseProgressInquire |
Respond to inquiries about the status of sales cases |
Inquire into service case progress |
CaseServiceCaseProgressInquire |
Respond to inquiries about the status of service cases |
Inquire into customer master |
CustCustomerMasterInquire |
Respond to inquiries about customer master data |
Review customer master |
CustCustomerMasterReview |
Review customer master |
Enable customer process |
CustCustomerProcessEnable |
Set up policies and reference data to enable the customer process |
Maintain customer master |
CustCustomersMaintain |
Document and record customer master information |
Inquire about payment status for customer invoices Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
CustInvoice4PaymInquire_RU |
Respond to inquiries about payment status for customer invoices |
Inquire into sales commissions master |
CustInvoiceSalesCommissionsInquire |
Respond to inquiries about commission master data |
Maintain sales commissions master |
CustInvoiceSalesCommissionsMaintain |
Document and record sales commissions master information |
Inquire into external items descriptions master |
CustVendExternalItemMasterInquire |
Respond to inquiries about customers and vendors external item descriptions |
Maintain external items descriptions master |
CustVendExternalItemMasterMaintain |
Maintain customers and vendors external item descriptions |
Maintain online commerce batch jobs Note This duty is assigned to the role only in versions prior to Microsoft Dynamics AX 2012 R3. |
DOCommerceBatchJobsMaintain |
Run online commerce batch jobs |
Maintain online product item list Note This duty is assigned to the role only in versions prior to Microsoft Dynamics AX 2012 R3. |
DOCommerceOnlineProductsMaintain |
Adds, updates, and deletes the Commerce Service account and configuration |
Maintains the online sales orders Note This duty is assigned to the role only in versions prior to Microsoft Dynamics AX 2012 R3. |
DOCommerceOnlineSalesOrdersMaintain |
Maintains the online sales orders |
Role center URL redirection |
EPHomePageView |
Enable redirection from generic role center URL |
View fiscal document source texts Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
FiscalDocumentSourceTextView_BR |
|
Maintain demand forecasts |
ForecastDemandForecastMaintain |
|
Inquire into related inventory status |
InventRelatedInventoryStatusInquire |
Respond to inquiries about the status of the related inventory |
Maintain tracking dimensions master |
InventTrackingDimensionsMasterMaintain |
Maintain serial and batch numbers |
Inquire into sales events kanban progress |
KanbanExecutionSalesEvtsProgressInquire |
|
Inquire into kanban schedule status |
KanbanScheduleStatusInquire |
|
Maintain broker claims Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRBrokerClaimMaintain |
Make changes to broker claims |
Maintain broker information Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRBrokerMaintain |
Make changes to broker information |
Process catalog requests Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRCatalogRequestMaintain |
|
Maintain continuity Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRContinuityMaintain |
|
View customer payment schedules Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRContinuityPaymSchedInquire |
Display customer payment schedules |
Maintain coupons Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRCouponMaintain |
Make changes to coupons |
Maintain direct delivery Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRDirectDeliveryMaintain |
Make changes to direct delivery information |
Enable call center events and letters Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCREventEnable |
Enable events and letters |
Inquire into order events Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCREventInquire |
Respond to inquiries about order events |
Maintain fraud setup Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRFraudMaintain |
Make changes to fraud setup |
Enable installment billing process Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRInstallmentBillEnable |
Enable the processing of installment billing payments |
Maintain scripts Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRMessageMaintain |
Maintain scripts that are displayed in sales orders |
Maintain support for change-of-address files Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRNCOAMaintain |
Maintain the ability to import and process a change-of-address file |
Maintain gift card payments Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRPaymGiftCardMaintain |
Maintain the ability to use gift card payments in sales orders for call centers |
Maintain gift certificate payments Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRPaymGiftCertificateMaintain |
Maintain the ability to use gift certificate payments in sales orders for call centers |
Maintain refund check processing Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRPaymRefundCheckMaintain |
Maintain approval and processing for refund checks |
Maintain price details Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRPriceMaintain |
Maintain the ability to view price details in sales orders |
Maintain price overrides Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRPriceOverrideMaintain |
Maintain price overrides for sales orders in call centers |
Enable the price override process Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRPriceOverrideProcessEnable |
Set up price override permissions and reference data to enable the price override process |
Maintain retail sales order recalculation process Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRRetailRecalculatorMaintain |
Maintain retail sales order recalculation process |
View royalty definitions Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRRoyaltyTableInquire |
View information about royalty definitions |
Maintain royalty information Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRRoyaltyVendTableMaintain |
|
Enable sales Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRSalesEnable |
|
Maintain sales order holds Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRSalesHoldMaintain |
|
Enable sales order hold process Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRSalesHoldProcessEnable |
Set up hold codes and reference data to enable the order hold process |
Maintain sales order Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRSalesOrderMaintain |
|
Purge sales orders Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRSalesPurgeBatchProcess |
Maintain the sales order purge processes |
Maintain sales order completion Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRSalesTableCompleteMaintain |
|
Update gift card information Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRSalesTableUpdateGiftCardMaintain |
|
Maintain full text search Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRSearchMaintain |
|
Maintain up and cross-selling Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
MCRUpSellCrossMaintain |
|
Inquire into product builder configuration data |
PBAProductBuilderConfigStatusInquire |
|
Inquire into product configuration |
PCProductConfigConfigurationStatInquir |
Respond to inquiries about constraint-based product configuration model configuration master data |
Maintain activation of product configuration model versions |
PCProductConfigModelVersionActivate |
|
Commodity pricing Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
PdsComdPricingMaintain |
|
Approves customer rebate agreement Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
PdsRebateAgreementApprove |
|
Maintains customer rebate agreements Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
PdsRebateAgreementMaintain |
|
Maintain rebate payments |
PdsRebatePaymentMaintain |
|
Maintain customer rebates Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
PdsRebateTableMaintain |
|
Inquire into product sales prices and discount master |
PriceDiscProdSalesPriceDiscMasterInquir |
Respond to inquiries about product sales prices and discount master data |
Maintain product prices and discount master |
PriceDiscProductPriceDiscMasterMaintain |
Maintain product prices and discount master |
Approve product prices and discounts |
PriceDiscProductPricesDiscountsApprove |
Approve and authorize product prices and discounts |
Maintain sales document print management settings |
PrintMgmtSalesDocumentSettingsMaintain |
Maintain sales document print management settings. |
Maintain project master |
ProjProjectMasterMaintain |
Maintain project master |
Inquire into CTP |
ReqCtpStatusInquire |
Respond to inquiries about capable to promise (CTP) requests |
Approve return acknowledgement |
ReturnAcknowledgementApprove |
Approve and authorize return acknowledgement |
Inquire into sales return order progress |
ReturnSalesReturnOrderProgressInquire |
Respond to inquiries about the status of the sales return order process |
Maintain sales fiscal document Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
SalesFiscalDocumentMaintain_BR |
|
Maintain sales order entry deadlines |
SalesOrderEntryDeadlineMaintain |
Maintain sales order entry deadlines |
Inquire into sales order progress |
SalesOrderProgressInquire |
Respond to inquiries about the status of the sales order process |
Review sales orders process performance |
SalesOrdersProcessPerformanceReview |
Monitor sales orders |
Inquire into quotation progress |
SalesQuotationProgressInquire |
Respond to inquiries about the status of the quotation process |
Enable quotation to sales order process |
SalesQuotationToSalesOrderProcessEnable |
Set up policies and reference data to enable the quotation to sales order process |
Inquire into service agreement master |
SMAServiceAgreementMasterInquire |
|
Inquire into service orders |
SMAServiceOrderProgressInquire |
|
Maintain service subscriptions |
SMAServiceSubscriptionSMAintain |
Document and record service subscriptions |
Maintain activities |
smmActivitiesMaintain |
Maintain activities |
Inquire into activities |
smmActivityInquire |
Respond to inquiries about activity data |
Enable activity process |
smmActivityProcessEnable |
Set up policies and reference data to enable the activity process |
Review activity process |
smmActivityProcessReview |
Monitor, analyze, and improve the activity process |
Inquire into activity reference data |
smmActivityReferenceDataInquire |
Respond to inquiries about activity reference data |
Inquire into prospect master |
smmBusinessRelationMasterInquire |
Respond to inquiries about prospects master data |
Review prospects |
smmBusinessRelationMasterReview |
Monitor, analyze, and improve the prospects |
Enable prospect process |
smmBusinessRelationProcessEnable |
Set up policies and reference data to enable the prospect process |
Inquire into prospect reference data |
smmBusinessRelationReferenceDataInquire |
Respond to inquiries about prospect master reference data |
Review campaign process |
smmCampaginProcessReview |
Monitor, analyze, and improve the campaign process |
Inquire into campaign progress |
smmCampaignProgressInquire |
Respond to inquiries about the status of campaigns |
Maintain campaigns |
smmCampaignsMaintain |
|
Maintain competitors |
smmCompetitorsMaintain |
Maintain competitors |
Inquire into contact master |
smmContactMasterInquire |
Respond to inquiries about contact master data |
Enable contact process |
smmContactProcessEnable |
Set up policies and reference data to enable the contact process |
Inquire into contact reference data |
smmContactReferenceDataInquire |
Respond to inquiries about contact master reference data |
Inquire into Sales and marketing policies |
smmCRMPolicyInquire |
Respond to inquiries about policies governing the Sales and marketing process |
Enable the Sales and marketing process |
smmCRMProcessEnable |
Set up policies and reference data to enable the Sales and marketing process |
Inquire into Sales and marketing reference data |
smmCRMReferenceDataInquire |
Respond to inquiries about Sales and marketing reference data |
Inquire into knowledge articles |
smmKnowledgeArticlesInquire |
Respond to inquiries about knowledge article data |
Review leads and opportunities |
smmLeadsAndOppoortunitiesReview |
Monitor, analyze, and improve leads and opportunities |
Inquire into leads and opportunities |
smmLeadsAndOpportunitiesInquire |
Respond to inquiries about lead and opportunity data |
Maintain leads and opportunities |
smmLeadsAndOpportunititiesMaintain |
Configure and maintain leads and opportunities |
Inquire into marketing policies |
smmMarketingPolicyInquire |
Respond to inquiries about policies governing the marketing and telemarketing process |
Enable marketing process |
smmMarketingProcessEnable |
Set up policies and reference data to enable the marketing and telemarketing process |
Inquire into marketing reference data |
smmMarketingReferenceData |
Respond to inquiries about marketing and telemarketing reference data |
Maintain Microsoft Outlook synchronization |
smmOutlookSynchronizationMaintain |
Configure and maintain Microsoft Outlook synchronization |
Prospect turnover |
smmProspectsTurnoverGenerate |
Create turnover report for prospects |
Review sales target process |
smmSalesTargetProcessReview |
Monitor, analyze, and improve the sales target process |
Maintain sites service solution in sales and marketing module |
smmSitesSolutionMaintain |
|
Inquire into telemarketing |
smmTelemarketingInquire |
Respond to inquiries about telemarketing |
Maintain telemarketing |
smmTelemarketingMaintain |
Respond to inquiries about telemarketing |
Inquire into telemarketing progress |
smmTelemarketingProgressInquire |
Respond to inquiries about the status of telemarketing cases |
Inquire into sales supplementary items master |
SupSalesSupplementaryItemsMasterInquire |
Respond to inquiries about sales supplementary items master data |
Maintain sales supplementary items master |
SupSalesSupplementaryItemsMasterMaintai |
Maintain sales supplementary items master data |
Maintain trade allowance inquiries Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
TAMAllowanceInquiryMaintain |
Process and review trade allowances |
Inquire into bill back rebates Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
TAMBillBackInquire |
View bill back rebates |
Maintain trade allowances Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
TAMMaintain |
|
Inquire into sales tax transaction status |
TaxSalesTaxTransactionStatusInquire |
Respond to inquiries about the status of sales tax transactions |