Purchasing manager security role (TradePurchasingManager)

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

Duties

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

Duty name	Duty AOT name	Duty description
Maintain purchase agreement master	AgreementPurchaseAgreementMasterMaintai	Maintain purchase agreement master
Configure AIF synchronization	AifSyncConfigure	Allows specifying filters on ports
Inquire into import letter of credit	BankImportLetterOfCreditInquire	Respond to inquiries about the status of import letters of credit
Enable case management	CaseCaseManagementEnable	Set up policies and reference data to enable the case management process
Review case process	CaseCaseProcessReview	Monitor, analyze, and improve the case process
Maintain cases	CaseCasesMaintain	Maintain cases
Maintain purchasing cases	CasePurchasingCasesMaintain	Maintain purchasing cases
Inquire into catalogs	CatProcurementCatalogMasterInquire	View all types of catalogs
Enable accounting for customs duty process Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.	CustomsDutyProcessEnable_RU	Set up required customs duty information to enable accounting for customs duty process
Inquire into external items descriptions master	CustVendExternalItemMasterInquire	Respond to inquiries about customers and vendors external item descriptions
Maintain external items descriptions master	CustVendExternalItemMasterMaintain	Maintain customers and vendors external item descriptions
Inquire into category hierarchy details	EcoResCategoryMasterInquire	Respond to inquiries about category hierarchy master data
Maintain all category hierarchy details	EcoResCategoryMasterMaintain	Category maintenance
Inquire into products definition master	EcoResProductDefinitionMasterInquire	Respond to inquiries about products definition master data
Role center URL redirection	EPHomePageView	Enable redirection from generic Role center URL
Maintain supply forecasts	ForecastSupplyForecastMaintain
Maintain intercompany master scheduling	InterCompanyMasterSchedulingMaintain	Document and record intercompany master scheduling
Enable intercompany planning process	IntercompanyPlanningProcessEnable	Set up policies and reference data to enable the intercompany master scheduling process
Inquire into quality control progress	InventQualityControlProgressInquire	Respond to inquiries about the status of the quality control process
Inquire into related inventory status	InventRelatedInventoryStatusInquire	Respond to inquiries about the status of the related inventory
Maintain tracking dimensions master	InventTrackingDimensionsMasterMaintain	Maintain serial and batch numbers
Inquire into product builder configuration data	PBAProductBuilderConfigStatusInquire
Commodity pricing Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	PdsComdPricingMaintain
Inquire into product purchase prices and discount master	PriceDiscProdPurchPriceDiscMasterInquir	Respond to inquiries about product purchase prices and discount master data
Maintain product prices and discount master	PriceDiscProductPriceDiscMasterMaintain	Maintain product prices and discount master
Approve product prices and discounts	PriceDiscProductPricesDiscountsApprove	Approve and authorize product prices and discounts
Maintain purchase setup print management settings	PrintMgmtPurchaseSettingsMaintain	Maintain purchase setup print management settings
Maintain purchase document print management settings	PrintMgmtPurchDocumentSettingsMaintain	Maintain purchase document print management settings.
Review all purchasing reports	ProcPurchaseProcessReview	View all reports related to the purchasing process
Enable purchasing process	ProcPurchasingProcessEnable	Set up policies and reference data to enable the purchasing process
Enable purchasing process for public sector	ProcPurchasingProcessEnable_PSN	Set up policies and reference data to enable the purchasing process
Maintain purchase agreement activity summary	PurchAgreementActivitiesSummaryMaintain
View purchase agreement certification compliance report	PurchAgreementCertComplianceMaintain	View purchase agreement certification compliance report
Maintain child purchase agreements	PurchAgreementChildMaintain_PSN	Maintain child purchase agreements
Maintain purchase agreement department authorization	PurchAgreementFinDimAccessMaintain_PSN	Document and record information about the departments authorized to use a purchase agreement
Inquire into purchase agreement tree	PurchAgreementTreeInquire_PSN	Respond to inquiries about the hierarchical list of purchase agreements
Maintain purchase agreement tree	PurchAgreementTreeMaintain_PSN	Maintain the hierarchical list of purchase agreements
Approve purchase agreement	PurchaseAgreementWFMaintain	Approve purchase agreement
Approve purchase order	PurchOrderApprove	Approve and authorize purchase order document
Review purchase order process performance	PurchOrderProcessPerformanceReview	Monitor purchase orders
Enable purchase order to invoice process	PurchOrderToInvoiceProcessEnable	Set up policies and reference data to enable the purchase order to invoice process
Enable purchase order to invoice process for public sector	PurchOrderToInvoiceProcessEnable_PSN	Set up policies and reference data to enable the purchase order to invoice process
Inquire into purchase order to invoice progress	PurchOrderToInvoiceProgressInquire	Respond to inquiries about the status of the purchase order to invoice process
Inquire into purchase order to invoice progress for public sector	PurchOrderToInvoiceProgressInquire_PSN	Respond to inquiries about the status of the purchase order to invoice process
Inquire into purchase order to invoice reference data	PurchOrderToInvoiceReferenceDataInquire	Respond to inquiries about purchase order to invoice reference data
Inquire into purchase requisition consolidation	PurchReqConsolidationReview	Monitor, analyze and improve the purchase requisition consolidation process
Maintain creation of purchase orders from purchase requisitions	PurchReqOrderFromRequisitionMaintain	Release purchase orders from purchase requisitions
Approve purchase requisitions	PurchReqPurchaseRequisitionApprove	Approve and authorize purchase requisitions
Inquire into purchase requisition	PurchReqPurchaseRequisitionInquire	Respond to inquiries about the status of purchase requisitions
Maintain all purchase requisitions	PurchReqPurchaseRequisitionMaintainAll
Maintain document services operation	PurchRFQFormLetterSendProcessMaintain	Send/receive RFQ
Maintain request for quotations questionnaire Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	PurchRFQQuestionnaireMaintain	Maintain request for quotations questionnaire
Approve request for quotations	PurchRFQRequestForQuoteApprove	Approve request for quotations
Inquire into request for quotation reply status	PurchRFQRequestForQuoteReplyInquire	Respond to inquiries about the status of request for quotation replies
Maintain request for quotation replies	PurchRFQRequestForQuoteReplyMaintain	Maintain request for quotation replies
Review request for quotation performance	PurchRFQRequestForQuoteReview	Monitor request for quotation performance
Maintain sealed bids Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	PurchRFQSealedBids	Maintain sealed bids
PurchSolicitationTypeMaintain Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	PurchRFQSolicitationTypeMaintain
Maintain sites service solution and online pages available in procurement and sourcing area	PurchRFQSolutionMaintain
Inquire into CTP	ReqCtpStatusInquire	Respond to inquiries about capable to promise (CTP) requests
Inquire into planned orders Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.	ReqPlannedOrderProgressInquire
Inquire into planned purchase orders	ReqPlannedPurchaseOrderProgressInquire
Inquire into contact master	smmContactMasterInquire	Respond to inquiries about contact master data
Inquire into purchase supplementary items master	SupPurchSupplementaryItemsMasterInquire	Respond to inquiries about purchase supplementary items master data
Maintain purchase supplementary items master	SupPurchSupplementaryItemsMasterMaintai	Maintain purchase supplementary items master data
Maintain vendor rebate agreements Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	TAMVendRebateAgreementMaintain	Create and manage vendor rebate agreements
Inquire into vendor rebates Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	TAMVendRebateInquire	View vendor rebates
Maintain purchase agreement type	VendCertificationTypeMaintain
View purchase agreement type	VendCertificationTypeView	View purchase agreement type
Inquire about payment status for vendor invoices Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.	VendInvoice4paymentStatusInquire_RU	Respond to inquiries about payment status for vendor invoices
Inquire into prospective vendor master	VendProspectiveVendorMasterInquire	Respond to inquiries about prospective vendor master data
Inquire into employee-initiated vendor request status	VendRequestEmployeeVendorRequestInquire	Respond to inquiries about status on employee-initiated vendor requests
Maintain document services operation	VendRequestSignupServiceMaintain	Read/create unsolicited vendors and inquire about category information
Activate, deactivate, update and synchronize unsolicited vendor sites solution	VendRequestSignupSolutionMaintain
Inquire into vendor-initiated request status	VendRequestVendorInitiateRequestInquire	Respond to inquiries about status on vendor-initiated requests
Inquire into unsolicited vendor master	VendUnsolicitedVendorMasterInquire	Respond to inquiries about unsolicited vendor master data
Approve vendor user requests	VendUserRequestApprove	View and approve vendor user requests
Inquire into vendor master	VendVendorMasterInquire	Respond to inquiries about vendor master data
Maintain vendor master	VendVendorMasterMaintain	Maintain vendor master
Enable vendor process	VendVendorProcessEnable	Set up policies and reference data to enable the vendor process
Inquire into vendor questionnaire progress	VendVendorQuestionnaireInquire	Respond to inquiries about vendor questionnaires
Inquire into performance of workflow participants	WorkflowViewWorkflowParticipantsPerf	Respond to inquiries about status on performance of workflow participants
Inquire into workflow performance	WorkflowViewWorkflowPerf	View reports about the performance of workflows