Collections agent security role (CollectionLetterCollectionsAgent)
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 Collections agent security role represents a user who documents collections events and responds to collections inquiries.
Duties
By default, this security role is assigned the following duties in Microsoft Dynamics AX.
Duty name |
Duty AOT name |
Duty description |
---|---|---|
Inquire into bill of exchange status |
PaymBillOfExchangeStatusInquire |
Respond to inquiries about the status of bills of exchange |
Inquire into collections status |
CollectionLetterCollectionsStatusInquir |
Respond to inquiries about the status of collections |
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 |
Maintain activities |
smmActivitiesMaintain |
Maintain activities |
Maintain collections transactions |
CollectionLetterCollectionsTransMaintai |
Document and record collections activities and collections business events |
Maintain contacts |
smmContactsMaintain |
Configure and maintain contacts |
Maintain customer master |
CustCustomersMaintain |
Document and record customer master information |
Maintain periodic settlement and unsettlement Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
MaintainAutoSettleReverse_RU |