Budget manager security role (BudgetBudgetManager)

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 manager security role represents a user who reviews budget process performance and enables the budget process.

Duties

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

Duty name	Duty AOT name	Duty description
Approve fixed assets budget entries	AssetBudgetApprove
Maintain fixed assets budget transactions	AssetBudgetMaintain
Maintain fixed asset budgets	AssetFixedAssetBudgetsMaintain	Maintain fixed asset budgets
Inquire into fixed assets	AssetFixedAssetsInquire	Respond to inquiries about fixed assets master data
Inquire into fixed asset transaction status	AssetFixedAssetTransactionStatusInquire	Respond to inquiries about the status of fixed asset transactions
Inquire into budget check errors or warnings	BudgetBudgetCheckResultsInquire	Respond to inquiries about budget check results
Enable budget control process	BudgetBudgetControlProcessEnable	Set up policies and reference data to enable the budget control process
Review budget control process performance	BudgetBudgetControlProcessPerfReview	Monitor, analyze, and improve the budget control process
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
Enable budget process	BudgetBudgetProcessEnable	Set up policies and reference data to enable the budget process
Review budget process performance	BudgetBudgetProcessPerfReview	Monitor, analyze, and improve the budget process
Inquire into budget process policies	BudgetBudgetProcessPoliciesInquire	Respond to inquiries about budget policy data
Inquire into budget master	BudgetBudgetsInquire	Respond to inquiries about budget master data
Maintain budget master	BudgetBudgetsMaintain	Maintain budget master
Approve budget register entries	BudgetBudgetTransactionsApprove	Approve ledger budget business events
Maintain budget register entries	BudgetBudgetTransactionsMaintain	Document and record ledger budget business events
Inquire into budget register entry status	BudgetBudgetTransStatusInquire	Respond to inquiries about the status of budget register entries
View positions using a list page	BudgetOpenPositionsInquire
Approve budget plans	BudgetPlanApprove
Maintain budget planning Generate	BudgetPlanGenerateBudgetPlanMaintain	Maintain budget planning Generate
Generate budget register entry	BudgetPlanGenerateBudgetTrnsMaintain
Maintain budget plans	BudgetPlanMaintain
Maintain budget planning configuration and processes	BudgetPlanningConfigProcessMaintain
Select forecast positions	BudgetPlanningSelectPositionMaintain
Inquire into customer reference data	CustCustomerReferenceDataInquire	Respond to inquiries about customer master reference data
Maintain the Director authorization status	CustDirectiveDirectorMaintain_PSN	Maintain the Director authorization status and assign numbers for titres and bordereaux de titres
View titre	CustDirectiveInquire_PSN	View titre tabs, titre reports, and the titre maintenance form
Maintain dimension configuration for integrating applications Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	DimIntegrationConfigurationMaintain
A parameter that is used to group and sub-total the report	ForecastPositionsByBudgetPlanGenerate
Inquire into forecast positions	HcmForecastInquire	Respond to inquiries about forecast position data
Maintain forecast position master	HcmForecastMaintain	Maintain forecast positions
Set up position budgeting Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	HcmForecastPositionBudgetMaintain	Add, edit, and delete all setup information that is used for position budgeting
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 about accounting data	LedgerRRGGInquire	Respond to inquiries about accounting data
Maintain and configure organizational model	OMOrganizationsMaintain	Create or update organizations and organization hierarchies
Close commitments	PurchCommitmentCloseMaintain_PSN	Maintain the commitment closing form and process the batch closing of commitments
Maintain commitment documents	PurchCommitmentMaintainCommitment_PSN
Approve purchase requisitions	PurchReqPurchaseRequisitionApprove	Approve and authorize purchase requisitions
Inquire into purchase requisition	PurchReqPurchaseRequisitionInquire	Respond to inquiries about the status of purchase requisitions
Enable financial reports generator	RRGEnable	Set up templates, report format, and other information to enable the financial reports generator
Maintain the Director authorization status and mandat numbers	VendDirectiveDirectorMaintain_PSN	Maintain the Director authorization status and assign numbers for mandats and bordereaux de mandat
Inquire into mandats	VendDirectiveInquire_PSN	View mandat tabs, mandat reports, and the mandat maintenance form

Privileges

By default, this security role is assigned the following privilege in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack.

Privilege name	Privilege AOT name
URL for the budget manager role center	BudgetManagerRoleCenterView

No privileges are directly assigned to this role in Microsoft Dynamics AX 2012 R2 or Microsoft Dynamics AX 2012 R3.