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Sales manager security role (TradeSalesManager)

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

Duties

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

Duty name

Duty AOT name

Duty description

Inquire into sales agreement master

AgreementSalesAgreementMasterInquire

Respond to inquiries about sales agreement master data

Maintain sales agreement master

AgreementSalesAgreementMasterMaintain

Maintain sales agreement master

Inquire into export letter of credit

BankExportLetterOfCreditInquire

Respond to inquiries about the status of export letters of credit

Enable case management

CaseCaseManagementEnable

Set up policies and reference data to enable the case management process

Maintain cases

CaseCasesMaintain

Maintain cases

Inquire into sales case progress

CaseSalesCaseProgressInquire

Respond to inquiries about the status of sales cases

Inquire into service case progress

CaseServiceCaseProgressInquire

Respond to inquiries about the status of service cases

Inquire into customer master

CustCustomerMasterInquire

Respond to inquiries about customer master data

Review customer master

CustCustomerMasterReview

Review customer master

Enable customer process

CustCustomerProcessEnable

Set up policies and reference data to enable the customer process

Maintain customer master

CustCustomersMaintain

Document and record customer master information

Inquire about payment status for customer invoices

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.

CustInvoice4PaymInquire_RU

Respond to inquiries about payment status for customer invoices

Inquire into sales commissions master

CustInvoiceSalesCommissionsInquire

Respond to inquiries about commission master data

Maintain sales commissions master

CustInvoiceSalesCommissionsMaintain

Document and record sales commissions master information

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

Maintain online commerce batch jobs

Note

This duty is assigned to the role only in versions prior to Microsoft Dynamics AX 2012 R3.

DOCommerceBatchJobsMaintain

Run online commerce batch jobs

Maintain online product item list

Note

This duty is assigned to the role only in versions prior to Microsoft Dynamics AX 2012 R3.

DOCommerceOnlineProductsMaintain

Adds, updates, and deletes the Commerce Service account and configuration

Maintains the online sales orders

Note

This duty is assigned to the role only in versions prior to Microsoft Dynamics AX 2012 R3.

DOCommerceOnlineSalesOrdersMaintain

Maintains the online sales orders

Role center URL redirection

EPHomePageView

Enable redirection from generic role center URL

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

Maintain demand forecasts

ForecastDemandForecastMaintain

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 sales events kanban progress

KanbanExecutionSalesEvtsProgressInquire

Inquire into kanban schedule status

KanbanScheduleStatusInquire

Maintain broker claims

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRBrokerClaimMaintain

Make changes to broker claims

Maintain broker information

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRBrokerMaintain

Make changes to broker information

Process catalog requests

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRCatalogRequestMaintain

Maintain continuity

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRContinuityMaintain

View customer payment schedules

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRContinuityPaymSchedInquire

Display customer payment schedules

Maintain coupons

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRCouponMaintain

Make changes to coupons

Maintain direct delivery

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRDirectDeliveryMaintain

Make changes to direct delivery information

Enable call center events and letters

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCREventEnable

Enable events and letters

Inquire into order events

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCREventInquire

Respond to inquiries about order events

Maintain fraud setup

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRFraudMaintain

Make changes to fraud setup

Enable installment billing process

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRInstallmentBillEnable

Enable the processing of installment billing payments

Maintain scripts

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRMessageMaintain

Maintain scripts that are displayed in sales orders

Maintain support for change-of-address files

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRNCOAMaintain

Maintain the ability to import and process a change-of-address file

Maintain gift card payments

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRPaymGiftCardMaintain

Maintain the ability to use gift card payments in sales orders for call centers

Maintain gift certificate payments

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRPaymGiftCertificateMaintain

Maintain the ability to use gift certificate payments in sales orders for call centers

Maintain refund check processing

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRPaymRefundCheckMaintain

Maintain approval and processing for refund checks

Maintain price details

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRPriceMaintain

Maintain the ability to view price details in sales orders

Maintain price overrides

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRPriceOverrideMaintain

Maintain price overrides for sales orders in call centers

Enable the price override process

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRPriceOverrideProcessEnable

Set up price override permissions and reference data to enable the price override process

Maintain retail sales order recalculation process

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRRetailRecalculatorMaintain

Maintain retail sales order recalculation process

View royalty definitions

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRRoyaltyTableInquire

View information about royalty definitions

Maintain royalty information

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRRoyaltyVendTableMaintain

Enable sales

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRSalesEnable

Maintain sales order holds

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRSalesHoldMaintain

Enable sales order hold process

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRSalesHoldProcessEnable

Set up hold codes and reference data to enable the order hold process

Maintain sales order

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRSalesOrderMaintain

Purge sales orders

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRSalesPurgeBatchProcess

Maintain the sales order purge processes

Maintain sales order completion

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRSalesTableCompleteMaintain

Update gift card information

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRSalesTableUpdateGiftCardMaintain

Maintain full text search

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRSearchMaintain

Maintain up and cross-selling

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

MCRUpSellCrossMaintain

Inquire into product builder configuration data

PBAProductBuilderConfigStatusInquire

Inquire into product configuration

PCProductConfigConfigurationStatInquir

Respond to inquiries about constraint-based product configuration model configuration master data

Maintain activation of product configuration model versions

PCProductConfigModelVersionActivate

Commodity pricing

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

PdsComdPricingMaintain

Approves customer rebate agreement

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

PdsRebateAgreementApprove

Maintains customer rebate agreements

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

PdsRebateAgreementMaintain

Maintain rebate payments

PdsRebatePaymentMaintain

Maintain customer rebates

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

PdsRebateTableMaintain

Inquire into product sales prices and discount master

PriceDiscProdSalesPriceDiscMasterInquir

Respond to inquiries about product sales 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 sales document print management settings

PrintMgmtSalesDocumentSettingsMaintain

Maintain sales document print management settings.

Maintain project master

ProjProjectMasterMaintain

Maintain project master

Inquire into CTP

ReqCtpStatusInquire

Respond to inquiries about capable to promise (CTP) requests

Approve return acknowledgement

ReturnAcknowledgementApprove

Approve and authorize return acknowledgement

Inquire into sales return order progress

ReturnSalesReturnOrderProgressInquire

Respond to inquiries about the status of the sales return order process

Maintain sales fiscal document

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.

SalesFiscalDocumentMaintain_BR

Maintain sales order entry deadlines

SalesOrderEntryDeadlineMaintain

Maintain sales order entry deadlines

Inquire into sales order progress

SalesOrderProgressInquire

Respond to inquiries about the status of the sales order process

Review sales orders process performance

SalesOrdersProcessPerformanceReview

Monitor sales orders

Inquire into quotation progress

SalesQuotationProgressInquire

Respond to inquiries about the status of the quotation process

Enable quotation to sales order process

SalesQuotationToSalesOrderProcessEnable

Set up policies and reference data to enable the quotation to sales order process

Inquire into service agreement master

SMAServiceAgreementMasterInquire

Inquire into service orders

SMAServiceOrderProgressInquire

Maintain service subscriptions

SMAServiceSubscriptionSMAintain

Document and record service subscriptions

Maintain activities

smmActivitiesMaintain

Maintain activities

Inquire into activities

smmActivityInquire

Respond to inquiries about activity data

Enable activity process

smmActivityProcessEnable

Set up policies and reference data to enable the activity process

Review activity process

smmActivityProcessReview

Monitor, analyze, and improve the activity process

Inquire into activity reference data

smmActivityReferenceDataInquire

Respond to inquiries about activity reference data

Inquire into prospect master

smmBusinessRelationMasterInquire

Respond to inquiries about prospects master data

Review prospects

smmBusinessRelationMasterReview

Monitor, analyze, and improve the prospects

Enable prospect process

smmBusinessRelationProcessEnable

Set up policies and reference data to enable the prospect process

Inquire into prospect reference data

smmBusinessRelationReferenceDataInquire

Respond to inquiries about prospect master reference data

Review campaign process

smmCampaginProcessReview

Monitor, analyze, and improve the campaign process

Inquire into campaign progress

smmCampaignProgressInquire

Respond to inquiries about the status of campaigns

Maintain campaigns

smmCampaignsMaintain

Maintain competitors

smmCompetitorsMaintain

Maintain competitors

Inquire into contact master

smmContactMasterInquire

Respond to inquiries about contact master data

Enable contact process

smmContactProcessEnable

Set up policies and reference data to enable the contact process

Inquire into contact reference data

smmContactReferenceDataInquire

Respond to inquiries about contact master reference data

Inquire into Sales and marketing policies

smmCRMPolicyInquire

Respond to inquiries about policies governing the Sales and marketing process

Enable the Sales and marketing process

smmCRMProcessEnable

Set up policies and reference data to enable the Sales and marketing process

Inquire into Sales and marketing reference data

smmCRMReferenceDataInquire

Respond to inquiries about Sales and marketing reference data

Inquire into knowledge articles

smmKnowledgeArticlesInquire

Respond to inquiries about knowledge article data

Review leads and opportunities

smmLeadsAndOppoortunitiesReview

Monitor, analyze, and improve leads and opportunities

Inquire into leads and opportunities

smmLeadsAndOpportunitiesInquire

Respond to inquiries about lead and opportunity data

Maintain leads and opportunities

smmLeadsAndOpportunititiesMaintain

Configure and maintain leads and opportunities

Inquire into marketing policies

smmMarketingPolicyInquire

Respond to inquiries about policies governing the marketing and telemarketing process

Enable marketing process

smmMarketingProcessEnable

Set up policies and reference data to enable the marketing and telemarketing process

Inquire into marketing reference data

smmMarketingReferenceData

Respond to inquiries about marketing and telemarketing reference data

Maintain Microsoft Outlook synchronization

smmOutlookSynchronizationMaintain

Configure and maintain Microsoft Outlook synchronization

Prospect turnover

smmProspectsTurnoverGenerate

Create turnover report for prospects

Review sales target process

smmSalesTargetProcessReview

Monitor, analyze, and improve the sales target process

Maintain sites service solution in sales and marketing module

smmSitesSolutionMaintain

Inquire into telemarketing

smmTelemarketingInquire

Respond to inquiries about telemarketing

Maintain telemarketing

smmTelemarketingMaintain

Respond to inquiries about telemarketing

Inquire into telemarketing progress

smmTelemarketingProgressInquire

Respond to inquiries about the status of telemarketing cases

Inquire into sales supplementary items master

SupSalesSupplementaryItemsMasterInquire

Respond to inquiries about sales supplementary items master data

Maintain sales supplementary items master

SupSalesSupplementaryItemsMasterMaintai

Maintain sales supplementary items master data

Maintain trade allowance inquiries

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

TAMAllowanceInquiryMaintain

Process and review trade allowances

Inquire into bill back rebates

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

TAMBillBackInquire

View bill back rebates

Maintain trade allowances

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.

TAMMaintain

Inquire into sales tax transaction status

TaxSalesTaxTransactionStatusInquire

Respond to inquiries about the status of sales tax transactions