Collections manager security role (CollectionLetterCollectionsManager)

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

Duties

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

Duty name	Duty AOT name	Duty description
Review bank management process performance through the role center	BankRoleCenterBankMgmtProcessPerfReview	Review bank management process performance through the role center.
Enable case management	CaseCaseManagementEnable	Set up policies and reference data to enable the case management process
Enable collections process	CollectionLetterCollectionsProcessEnable	Set up policies and reference data to enable the collections process
Inquire into collections status	CollectionLetterCollectionsStatusInquir	Respond to inquiries about the status of collections
Maintain collections transactions	CollectionLetterCollectionsTransMaintai	Document and record collections activities and collections business events
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 credit cards	CreditCardCreditCardMaintain	Maintain credit cards
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
Review credit cards process performance	CreditCardCreditCardsProcessPerfReview	Monitor, analyze, and improve the credit cards process
Inquire into customer master	CustCustomerMasterInquire	Respond to inquiries about customer master data
Inquire into customer reference data	CustCustomerReferenceDataInquire	Respond to inquiries about customer master reference data
Maintain customer master	CustCustomersMaintain	Document and record customer master information
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
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
Maintain sites solution in accounts receivable module	CustSitesSolutionMaintain
Role center URL redirection	EPHomePageView	Enable redirection from generic role center URL
Maintain periodic settlement and unsettlement	MaintainAutoSettleReverse_RU
Inquire into bill of exchange status	PaymBillOfExchangeStatusInquire	Respond to inquiries about the status of bills of exchange
Inquire into customer payments status	PaymCustomerPaymentsStatusInquire	Respond to inquiries about the status of customer payments
Inquire into activities	smmActivityInquire	Respond to inquiries about activity data
Review activity process	smmActivityProcessReview	Monitor, analyze, and improve the activity process
Inquire into activity reference data	smmActivityReferenceDataInquire	Respond to inquiries about activity reference data
Prospect turnover	smmProspectsTurnoverGenerate	Create turnover report for prospects
Maintain customer deductions information Note This duty is assigned to this role only in Microsoft Dynamics AX 2012 R3.	TAMCustDeductionMaintain
Inquire into sales tax transaction status	TaxSalesTaxTransactionStatusInquire	Respond to inquiries about the status of sales tax transactions