Accounts receivable manager security role (CustInvoiceAccountsReceivableManager)
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 manager security role represents a user who reviews customer invoice process performance and enables the customer invoice 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 bank accounts master |
BankBankAccountsInquire |
Respond to inquiries about bank master data |
Review bank management process performance |
BankBankManagementProcessPerfReview |
Monitor, analyze, and improve the bank management process |
Inquire into export letter of credit |
BankExportLetterOfCreditInquire |
Respond to inquiries about the status of export letters of credit |
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 |
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 collections policies |
CollectionLetterCollectPoliciesInquire |
Respond to inquiries about policies governing the collections process |
Inquire into collections reference data |
CollectionLetterCollectRefDataInquire |
Respond to inquiries about collections reference data |
Maintain Configurator definitions and processes Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
ConfiguratorMaintain_BR |
Access to the Definition group, Layout group, Export/import of groups, and Configurator export utility tool |
Enable credit cards |
CreditCardCreditCardEnable |
Set up credit card parameters and payment services |
Inquire into credit card processing |
CreditCardCreditCardProcessingInquire |
Respond to inquiries about credit card processing |
Inquire into credit card reference data |
CreditCardCreditCardReferenceDataInquir |
Respond to inquiries about credit card reference data |
Enable credit cards process |
CreditCardCreditCardsProcessEnable |
Set up policies and reference data to enable the credit cards process |
Inquire into customer master |
CustCustomerMasterInquire |
Respond to inquiries about customer master data |
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 |
Maintain the Accountant acceptance status Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
CustDirectiveAccountantMaintain_PSN |
Maintain the Accountant acceptance status |
View titre Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
CustDirectiveInquire_PSN |
View titre tabs, titre reports, and the titre maintenance form |
Approve customer invoices |
CustInvoiceCustomerInvoiceApprove |
Approve customer invoices |
Inquire into customer invoice status |
CustInvoiceCustomerInvoiceStatusInquire |
Respond to inquiries about the status of customer invoices |
Inquire into invoice and cash policies |
CustInvoiceInvoiceAndCashPoliciesInquir |
Respond to inquiries about policies governing the invoice and cash process |
Enable invoice and cash process |
CustInvoiceInvoiceAndCashProcessEnable |
Set up policies and reference data to enable the invoice and cash process |
Review invoice and cash process performance |
CustInvoiceInvoiceAndCashProcPerfReview |
Monitor, analyze, and improve 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 |
Inquire about customer overdue debt VAT journals Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
CustOverdueVATJournalInquire_W |
|
Maintain sites solution in accounts receivable module |
CustSitesSolutionMaintain |
|
Inquire into address book reference data |
DirAddressBookReferenceDataInquire |
Respond to inquiries about address book reference data |
Maintain correction letters Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
EFDocCorrectionLetterMaintain_BR |
|
View electronic fiscal document information Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
EFDocumentMaintain_BR |
|
Configure electronic fiscal document Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
EFDocumentSetup_BR |
|
NF-e issued in contingency mode Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
EFiscalDocContingencyMode_BR |
NF-e issued in contingency mode |
Inquire into EInvoice progress |
EInvoiceInquire_MX |
Inquire into EInvoice progress |
Role center URL redirection |
EPHomePageView |
Enable redirection from generic role center URL |
View fiscal document Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
FiscalDocumentInquire_BR |
|
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 |
|
Inquire into imported content and FCI Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
ImportedContentPerItemInquire_BR |
|
Inquire into chart of account master |
LedgerChartOfAccountsInquire |
Respond to inquiries about chart of accounts |
Inquire into journals and transaction status |
LedgerJournalsTransactionStatusInquire |
Respond to inquiries about the status of journals and transactions |
Inquire into bill of exchange status |
PaymBillOfExchangeStatusInquire |
Respond to inquiries about the status of bills of exchange |
Approve bill of exchange transactions |
PaymBillOfExchangeTransactionsApprove |
|
Inquire into customer payments status |
PaymCustomerPaymentsStatusInquire |
Respond to inquiries about the status of customer payments |
Approve customer payment transactions |
PaymCustPaymentTransactionsApprove |
|
Inquire into customer positive payments Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
PaymCustPositivePayInquire |
|
Maintain positive payments Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
PaymPositivePayMaintain |
|
Approves generated customer rebates Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
PdsRebateApprove |
|
Maintain rebate payments Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
PdsRebatePaymentMaintain |
|
Processes customer rebates Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
PdsRebateProcess |
|
Maintain customer print management settings |
PrintMgmtCustTableSetupMaintain |
|
Maintain free text invoice print management settings |
PrintMgmtFreeTextSettingsMaintain |
Maintain free text invoice print management settings |
Maintain receivables setup print management settings |
PrintMgmtReceivablesSettingsMaintain |
Maintain receivables setup print management settings |
RPS file export and import for Electronic fiscal document city Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
RPSMaintain_BR |
|
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 |
|
Inquire into sales order progress |
SalesOrderProgressInquire |
Respond to inquiries about the status of the sales order process |
Inquire into quotation to sales order policies |
SalesQuotationToSalesOrderPolInquire |
Respond to inquiries about the policies governing the quotation to sales order process |
Enable quotation to sales order process |
SalesQuotationToSalesOrderProcessEnable |
Set up policies and reference data to enable the quotation to sales order process |
Review average VAT Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
TaxAverageVATReview |
Review average VAT details via the average VAT report |
View tax branches Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
TaxBranchView |
Set up tax branch details |
View tax fiscal documents Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
TaxFiscalDocumentInquire_BR |
View tax fiscal documents |
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 sales tax transaction status |
TaxSalesTaxTransactionStatusInquire |
Respond to inquiries about the status of sales tax transactions |
Inquire into withholding tax transactions Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
TaxWithholdTransactionInquire |
Inquire the withholding tax transactions details. |
Maintain withholding tax transactions Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
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 the details of the Receivables by billing classification |
CustReceivablePeriodDetailReportGenerate |
Generate the Receivables by billing classification report |
CustReceivableClassificationGenerate |
By default, no privileges are directly assigned to this security role in Microsoft Dynamics AX 2012 R2 or Microsoft Dynamics AX 2012 R3.