Sales clerk security role (TradeSalesClerk)
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 Sales clerk security role represents a user who documents sales events and responds to sales inquiries.
Duties in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack
By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack.
Duty name |
Duty AOT name |
Duty description |
|---|---|---|
Inquire into activities |
smmActivityInquire |
Respond to inquiries about activity data |
Inquire into customer master |
CustCustomerMasterInquire |
Respond to inquiries about customer master data |
Inquire into export letter of credit |
BankExportLetterOfCreditInquire |
Respond to inquiries about the status of export letters of credit |
Inquire into product builder configuration data |
PBAProductBuilderConfigStatusInquire |
|
Inquire into product configuration |
PCProductConfigConfigurationStatInquir |
Respond to inquiries about constraint-based product configuration model configuration master data |
Inquire into quotation progress |
SalesQuotationProgressInquire |
Respond to inquiries about the status of the quotation process |
Inquire into related inventory status |
InventRelatedInventoryStatusInquire |
Respond to inquiries about the status of the related inventory |
Inquire into sales order progress |
SalesOrderProgressInquire |
Respond to inquiries about the status of the sales order process |
Inquire into sales return order progress |
ReturnSalesReturnOrderProgressInquire |
Respond to inquiries about the status of the sales return order process |
Inquire into sales tax transaction status |
TaxSalesTaxTransactionStatusInquire |
Respond to inquiries about the status of sales tax transactions |
Maintain activities |
smmActivitiesMaintain |
Maintain activities |
Maintain contacts |
smmContactsMaintain |
Configure and maintain contacts |
Maintain credit cards |
CreditCardCreditCardMaintain |
Maintain credit cards |
Maintain CTP |
ReqCtpMaintain |
Document and record capable to promise (CTP) calculations |
Maintain export letter of credit |
BankExportLetterOfCreditMaintain |
Document and record export letter of credit business events |
Maintain inventory marking |
InventMarkingMaintain |
Document and record inventory marking |
Maintain inventory picking |
InventPickingMaintain |
Document and record inventory picking |
Maintain inventory registration |
InventRegistrationMaintain |
Document and record inventory registration |
Maintain on-hand inventory reservations |
InventOnHandReservationMaintain |
Document and record on-hand inventory reservations |
Maintain packing slip corrections |
SalesPackingSlipCorrectionMaintain |
Document and record sales packing slip corrections |
Maintain product builder configuration |
PBAProductBuilderConfigurationMaintain |
|
Maintain product configuration |
PCProductConfigConfigurationMaintain |
Maintain a constraint-based product configuration model configuration |
Maintain production order creation |
ProdProductionOrderCreationMaintain |
Document and record production order creation |
Maintain project quotation |
ProjProjectQuotationMaintain |
Document and record project quotation |
Maintain prospects |
smmBusinessRelationsMaintain |
Maintain prospects |
Maintain quotation |
SalesQuotationMaintain |
Document and record quotation |
Maintain release of output order |
WMSOutputOrderRelease |
Release output orders |
Maintain release of sales picking list |
SalesPickingListRelease |
Release sales picking list |
Maintain sales cases |
CaseSalesCasesMaintain |
Maintain sales cases |
Maintain sales document print management settings |
PrintMgmtSalesDocumentSettingsMaintain |
Maintain sales document print management settings. |
Maintain sales events kanban execution |
KanbanExecutionSalesEventsMaintain |
Document and record sales event kanbans for lean manufacturing |
Maintain sales order |
SalesOrderMaintain |
Document and record sales order |
Maintain sales order release from agreements |
SalesAgreementReleaseSalesOrder |
Maintain sales order release from agreements |
Maintain sales packing slip |
SalesPackingSlipMaintain |
Document and record sales packing slip |
Role center URL redirection |
EPHomePageView |
Enable redirection from generic Role center URL |
Duties in Microsoft Dynamics AX 2012 R2
By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R2.
Duty name |
Duty AOT name |
Duty description |
|---|---|---|
Inquire about payment status for customer invoices |
CustInvoice4PaymInquire_RU |
Respond to inquiries about payment status for customer invoices |
Inquire into activities |
smmActivityInquire |
Respond to inquiries about activity data |
Inquire into customer master |
CustCustomerMasterInquire |
Respond to inquiries about customer master data |
Inquire into product builder configuration data |
PBAProductBuilderConfigStatusInquire |
|
Inquire into product configuration |
PCProductConfigConfigurationStatInquir |
Respond to inquiries about constraint-based product configuration model configuration master data |
Inquire into quotation progress |
SalesQuotationProgressInquire |
Respond to inquiries about the status of the quotation process |
Inquire into related inventory status |
InventRelatedInventoryStatusInquire |
Respond to inquiries about the status of the related inventory |
Inquire into sales order progress |
SalesOrderProgressInquire |
Respond to inquiries about the status of the sales order process |
Inquire into sales return order progress |
ReturnSalesReturnOrderProgressInquire |
Respond to inquiries about the status of the sales return order process |
Inquire into sales tax transaction status |
TaxSalesTaxTransactionStatusInquire |
Respond to inquiries about the status of sales tax transactions |
Inquire into service event groups |
InquireIntoServiceEventGroups_IN |
|
Maintain activities |
smmActivitiesMaintain |
Maintain activities |
Maintain contacts |
smmContactsMaintain |
Configure and maintain contacts |
Maintain credit cards |
CreditCardCreditCardMaintain |
Maintain credit cards |
Maintain CTP |
ReqCtpMaintain |
Document and record capable to promise (CTP) calculations |
Maintain customer invoices for payment |
CustInvoice4PaymMaintain_RU |
|
Maintain inventory marking |
InventMarkingMaintain |
Document and record inventory marking |
Maintain inventory picking |
InventPickingMaintain |
Document and record inventory picking |
Maintain inventory registration |
InventRegistrationMaintain |
Document and record inventory registration |
Maintain on-hand inventory reservations |
InventOnHandReservationMaintain |
Document and record on-hand inventory reservations |
Maintain packing slip corrections |
SalesPackingSlipCorrectionMaintain |
Document and record sales packing slip corrections |
Maintain product builder configuration |
PBAProductBuilderConfigurationMaintain |
|
Maintain product configuration |
PCProductConfigConfigurationMaintain |
Maintain a constraint-based product configuration model configuration |
Maintain production order creation |
ProdProductionOrderCreationMaintain |
Document and record production order creation |
Maintain project quotation |
ProjProjectQuotationMaintain |
Document and record project quotation |
Maintain prospects |
smmBusinessRelationsMaintain |
Maintain prospects |
Maintain quotation |
SalesQuotationMaintain |
Document and record quotation |
Maintain release of output order |
WMSOutputOrderRelease |
Release output orders |
Maintain release of sales picking list |
SalesPickingListRelease |
Release sales picking list |
Maintain sales cases |
CaseSalesCasesMaintain |
Maintain sales cases |
Maintain sales document print management settings |
PrintMgmtSalesDocumentSettingsMaintain |
Maintain sales document print management settings. |
Maintain sales events kanban execution |
KanbanExecutionSalesEventsMaintain |
Document and record sales event kanbans for lean manufacturing |
Maintain sales order |
SalesOrderMaintain |
Document and record sales order |
Maintain sales order release from agreements |
SalesAgreementReleaseSalesOrder |
Maintain sales order release from agreements |
Maintain sales packing slip |
SalesPackingSlipMaintain |
Document and record sales packing slip |
Role center URL redirection |
EPHomePageView |
Enable redirection from generic Role center URL |
View electronic fiscal document information |
EFDocumentMaintain_BR |
|
View fiscal document source texts |
FiscalDocumentSourceTextView_BR |
Duties in Microsoft Dynamics AX 2012 R3
By default, this security role is assigned the following duties in Microsoft Dynamics AX 2012 R3.
Duty name |
Duty AOT name |
Duty description |
|---|---|---|
Maintain sales cases |
CaseSalesCasesMaintain |
Maintain sales cases |
Maintain credit cards |
CreditCardCreditCardMaintain |
Maintain credit cards |
Inquire into customer master |
CustCustomerMasterInquireWithoutTaxView |
Respond to inquiries about customer master data |
Inquire about payment status for customer invoices |
CustInvoice4PaymInquire_RU |
Respond to inquiries about payment status for customer invoices |
Maintain customer invoices for payment |
CustInvoice4PaymMaintain_RU |
|
View electronic fiscal document information |
EFDocumentMaintain_BR |
|
Role center URL redirection |
EPHomePageView |
Enable redirection from generic Role center URL |
View fiscal document source texts |
FiscalDocumentSourceTextView_BR |
|
Inquire into service event groups |
InquireIntoServiceEventGroups_IN |
|
Maintain inventory marking |
InventMarkingMaintain |
Document and record inventory marking |
Maintain on-hand inventory reservations |
InventOnHandReservationMaintain |
Document and record on-hand inventory reservations |
Maintain inventory picking |
InventPickingMaintain |
Document and record inventory picking |
Maintain inventory registration |
InventRegistrationMaintain |
Document and record inventory registration |
Inquire into related inventory status |
InventRelatedInventoryStsInqrWithoutRep |
Respond to inquiries about the status of the related inventory |
Maintain correction of serial numbers |
InventTrackingRegisterCorrectionMaintain |
Make corrections to serial numbers that were registered during the sales process |
Maintain registration of unreadable serial numbers |
InventTrackingRegisterUnknownMaintain |
Register serial numbers as not readable as part of the sales process |
Maintain sales events kanban execution |
KanbanExecutionSalesEventsMaintain |
Document and record sales event kanbans for lean manufacturing |
Inquire into broker commissions |
MCRBrokerCommissionInquire |
View information about broker commissions |
Process catalog requests |
MCRCatalogRequestMaintain |
|
View customer payment schedules |
MCRContinuityPaymSchedInquire |
Display customer payment schedules |
Maintain direct delivery |
MCRDirectDeliveryMaintain |
Make changes to direct delivery information |
Maintain gift card amounts |
MCRGiftCardAddAmountMaintain |
Maintain the addition of funds to gift cards |
Enable installment billing process |
MCRInstallmentBillEnable |
Enable the processing of installment billing payments |
Maintain the picking workbench |
MCRInventPickMaintain |
Maintain the picking workbench processes |
Maintain additional item information |
MCRItemDisplayMaintain |
Maintain additional product information that is displayed in sales orders |
Maintain check payments |
MCRPaymCheckMaintain |
Maintain the ability to use check payments in sales orders for call centers |
Maintain credit card payments |
MCRPaymCreditCardMaintain |
Maintain the ability to use credit card payments in sales orders for call centers |
Maintain price overrides |
MCRPriceOverrideMaintain |
Maintain price overrides for sales orders in call centers |
Maintain retail sales order recalculation process |
MCRRetailRecalculatorMaintain |
Maintain retail sales order recalculation process |
Maintain royalty definitions |
MCRRoyaltyTableMaintain |
Make changes to royalty definitions |
Inquire into royalty information |
MCRRoyaltyVendTableInquire |
View royalty claim details |
Maintain sales order holds |
MCRSalesHoldMaintain |
|
Maintain sales order |
MCRSalesMaintain |
|
Maintain sales order |
MCRSalesOrderMaintain |
|
Maintain sales order completion |
MCRSalesTableCompleteMaintain |
|
Update gift card information |
MCRSalesTableUpdateGiftCardMaintain |
|
Inquire into product builder configuration data |
PBAProductBuilderConfigStatusInquire |
|
Maintain product builder configuration |
PBAProductBuilderConfigurationMaintain |
|
Maintain product configuration |
PCProductConfigConfigurationMaintain |
Maintain a constraint-based product configuration model configuration |
Inquire into product configuration |
PCProductConfigConfigurationStatInquir |
Respond to inquiries about constraint-based product configuration model configuration master data |
Maintain sales document print management settings |
PrintMgmtSalesDocumentSettingsMaintain |
Maintain sales document print management settings. |
Maintain production order creation |
ProdProductionOrderCreationMaintain |
Document and record production order creation |
Maintain project quotation |
ProjProjectQuotationMaintain |
Document and record project quotation |
Maintain CTP |
ReqCtpMaintain |
Document and record capable to promise (CTP) calculations |
Maintain retail gift cards |
RetailGiftCardsMaintain |
|
Inquire into sales return order progress |
ReturnSalesReturnOrderProgressInquire |
Respond to inquiries about the status of the sales return order process |
Maintain sales order release from agreements |
SalesAgreementReleaseSalesOrder |
Maintain sales order release from agreements |
Maintain sales order |
SalesOrderMaintain |
Document and record sales order |
Inquire into sales order progress |
SalesOrderProgressInquire |
Respond to inquiries about the status of the sales order process |
Maintain packing slip corrections |
SalesPackingSlipCorrectionMaintain |
Document and record sales packing slip corrections |
Maintain sales packing slip |
SalesPackingSlipMaintain |
Document and record sales packing slip |
Maintain release of sales picking list |
SalesPickingListRelease |
Release sales picking list |
Maintain quotation |
SalesQuotationMaintain |
Document and record quotation |
Inquire into quotation progress |
SalesQuotationProgressInquire |
Respond to inquiries about the status of the quotation process |
Maintain activities |
smmActivitiesMaintain |
Maintain activities |
Inquire into activities |
smmActivityInquire |
Respond to inquiries about activity data |
Maintain prospects |
smmBusinessRelationsMaintain |
Maintain prospects |
Maintain contacts |
smmContactsMaintain |
Configure and maintain contacts |
Inquire into sales tax transaction status |
TaxSalesTaxTrnStatusInquirWithoutTaxPrv |
Respond to inquiries about the status of sales tax transactions |
Release to warehouse |
WHSSalesOrderReleaseMaintain |
|
Maintain release of output order |
WMSOutputOrderRelease |
Release output orders |