Chief financial officer security role (CompanyChiefFinancialOfficer)

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 Chief financial officer security role represents a user who reviews the financial performance of the organization.

Duties

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

Duty name	Duty AOT name	Duty description
Approve purchase requisitions	PurchReqPurchaseRequisitionApprove	Approve and authorize purchase requisitions
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 about electronic documents Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.	LedgerRRGEInquire	Respond to inquiries about electronic documents
Inquire in purchase agreement department authorization	PurchAgreementFinDimAccessInquire_PSN	Respond to inquiries about the departments that are authorized to use a purchase agreement
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 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 Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.	CashManagementReferenceDataInquire	Respond to inquiries about cash management process reference data
Inquire into cash transaction status Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.	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 commitment documents	PurchCommitmentInquireCommitment_PSN	Respond to inquiries about commitment documents
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 customer reference data	CustCustomerReferenceDataInquire	Respond to inquiries about customer master reference data
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 fixed assets	AssetFixedAssetsInquire	Respond to inquiries about fixed assets master data
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 jobs and positions	HcmJobPositionInquire	Respond to inquiries about job and position data
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 retail store sales reports Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.	RetailSalesStoreReportsInquire
Inquire into tax transaction status Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.	TaxTransactionInquiry_IN
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
Inquire into vendor process	VendVendorProcessInquire	Respond to inquiries about vendor process
Maintain commitment documents	PurchCommitmentMaintainCommitment_PSN
Maintain electronic documents Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.	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 compliance process performance	ComplianceMgmtComplianceProcPerfReview	Monitor, analyze, and improve the compliance process
Review credit cards process performance	CreditCardCreditCardsProcessPerfReview	Monitor, analyze, and improve the credit cards 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
Review project control	ProjProjectControlReview	Monitor project hour utilization and efficiency
Review project control - cash flow	ProjProjectControlCashFlowReview	Monitor forecasted and actual project cash flow
Review project control - committed cost	ProjProjectControlCommittedCostReview	Monitor the costs of a project or a set of projects
Review project control - hour utilization	ProjProjectControlHourUtilizationReview	Monitor the utilization and efficiency of assigned project hours
Review project control - invoice control	ProjProjectControlInvoiceControlReview	Monitor posted project transactions
Review project control - statement	ProjProjectControlStatementReview	Monitor project control statement reports
Role center URL redirection	EPHomePageView	Enable redirection from generic role center URL
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
View budget plans Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.	BudgetPlanView
View derived financial hierarchy filters	LedgerDerivedFinancialHierarchyInquire	View derived financial hierarchy trees and filters
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
Role center URL redirection Note This duty is assigned to the role only in versions prior to Microsoft Dynamics AX 2012 R3.	EPPurchCenterRole	Enable redirection from generic role center URL

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
Inquire into all purchase requisitions	PurchReqPurchaseRequisitionInquire
View fixed asset records	AssetTableView
View positions using a list page	HcmPositionListView
View the Finance Director ratios	LedgerFinanceDirectorRatiosGenerate

By default, no privileges are directly assigned to this security role in Microsoft Dynamics AX 2012 R2.