title | TOCTitle | ms:assetid | ms:mtpsurl | ms:contentKeyID | author | ms.date | mtps_version |
---|---|---|---|---|---|---|---|
Chief financial officer security role (CompanyChiefFinancialOfficer) |
Chief financial officer security role (CompanyChiefFinancialOfficer) |
909f3d1e-ec39-4787-a8d8-00d2a10f1092 |
37823162 |
tonyafehr |
05/06/2014 |
v=AX.60 |
[!INCLUDEarchive-banner]
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
The Chief financial officer security role represents a user who reviews the financial performance of the organization.
By default, this security role is assigned the following duties in Microsoft Dynamics AX.
Duty name |
Duty AOT name |
Duty description |
---|---|---|
Approve purchase requisitions |
PurchReqPurchaseRequisitionApprove |
Approve and authorize purchase requisitions |
Enable financial reports generator
|
RRGEnable |
Set up templates, report format, and other information to enable the financial reports generator |
Inquire about accounting data
|
LedgerRRGGInquire |
Respond to inquiries about accounting data |
Inquire about electronic documents
|
LedgerRRGEInquire |
Respond to inquiries about electronic documents |
Inquire in purchase agreement department authorization |
PurchAgreementFinDimAccessInquire_PSN |
Respond to inquiries about the departments that are authorized to use a purchase agreement |
Inquire into bank account reconciliation status |
BankBankAcctReconStatusInquire |
Respond to inquiries about the status of bank account reconciliations |
Inquire into bank accounts master |
BankBankAccountsInquire |
Respond to inquiries about bank master data |
Inquire into bank letter of guarantee |
BankLetterOfGuaranteeInquire |
Respond to inquiries about bank letter of guarantee |
Inquire into bank management policies |
BankBankManagementPoliciesInquire |
Respond to inquiries about policies governing the bank management process |
Inquire into bank management reference data |
BankBankMgmtReferenceDataInquire |
Respond to inquiries about bank management reference data |
Inquire into bank transaction status |
BankBankTransactionStatusInquire |
Respond to inquiries about the status of bank transactions |
Inquire into budget master |
BudgetBudgetsInquire |
Respond to inquiries about budget master data |
Inquire into budget register entry status |
BudgetBudgetTransStatusInquire |
Respond to inquiries about the status of budget register entries |
Inquire into cash management reference data
|
CashManagementReferenceDataInquire |
Respond to inquiries about cash management process reference data |
Inquire into cash transaction status
|
CashTransactionStatusInquire |
Respond to inquiries about the status of cash transactions |
Inquire into chart of account master |
LedgerChartOfAccountsInquire |
Respond to inquiries about chart of accounts |
Inquire into closing transaction status |
LedgerClosingTransactionsStatusInquire |
Respond to inquiries about the status of closing transactions |
Inquire into commitment documents |
PurchCommitmentInquireCommitment_PSN |
Respond to inquiries about commitment documents |
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 |
Inquire into export letter of credit |
BankExportLetterOfCreditInquire |
Respond to inquiries about the status of export letters of credit |
Inquire into fixed asset budgets |
AssetFixedAssetBudgetsInquire |
Respond to inquiries about fixed asset budget master data |
Inquire into fixed asset transaction status |
AssetFixedAssetTransactionStatusInquire |
Respond to inquiries about the status of fixed asset transactions |
Inquire into fixed assets |
AssetFixedAssetsInquire |
Respond to inquiries about fixed assets master data |
Inquire into general ledger policies |
LedgerGeneralLedgerPoliciesInquire |
Respond to inquiries about policies governing the general ledger process |
Inquire into general ledger reference data |
LedgerGeneralLedgerReferenceDataInquire |
Respond to inquiries about general ledger reference data |
Inquire into import letter of credit |
BankImportLetterOfCreditInquire |
Respond to inquiries about the status of import letters of credit |
Inquire into inventory through the role center |
LedgerRoleCenterInventoryInquire |
Inquire into inventory through the role center |
Inquire into jobs and positions |
HcmJobPositionInquire |
Respond to inquiries about job and position data |
Inquire into journals and transaction status |
LedgerJournalsTransactionStatusInquire |
Respond to inquiries about the status of journals and transactions |
Inquire into promissory note status |
PaymPromissoryNoteStatusInquire |
Respond to inquiries about the status of promissory notes |
Inquire into purchase requisition |
PurchReqPurchaseRequisitionInquire |
Respond to inquiries about the status of purchase requisitions |
Inquire into retail store sales reports
|
RetailSalesStoreReportsInquire |
|
Inquire into tax transaction status
|
TaxTransactionInquiry_IN |
|
Inquire into vendor invoice status |
VendInvoiceVendorInvoiceStatusInquire |
Respond to inquiries about the status of vendor invoices |
Inquire into vendor master |
VendVendorMasterInquire |
Respond to inquiries about vendor master data |
Inquire into vendor payment status |
PaymVendorPaymentStatusInquire |
Respond to inquiries about the status of vendor payments |
Inquire into vendor process |
VendVendorProcessInquire |
Respond to inquiries about vendor process |
Maintain commitment documents |
PurchCommitmentMaintainCommitment_PSN |
|
Maintain electronic documents
|
RRGEMAintain |
|
Review bank management process performance |
BankBankManagementProcessPerfReview |
Monitor, analyze, and improve the bank management process |
Review budget control process performance |
BudgetBudgetControlProcessPerfReview |
Monitor, analyze, and improve the budget control process |
Review budget process performance |
BudgetBudgetProcessPerfReview |
Monitor, analyze, and improve the budget process |
Review compliance process performance |
ComplianceMgmtComplianceProcPerfReview |
Monitor, analyze, and improve the compliance process |
Review credit cards process performance |
CreditCardCreditCardsProcessPerfReview |
Monitor, analyze, and improve the credit cards process |
Review fixed assets process performance |
AssetFixedAssetsProcessPerfReview |
Monitor, analyze, and improve the fixed assets process |
Review general ledger process performance |
LedgerGeneralLedgerProcessPerfReview |
Monitor, analyze, and improve the general ledger process |
Review invoice and cash process performance |
CustInvoiceInvoiceAndCashProcPerfReview |
Monitor, analyze, and improve the invoice and cash process |
Review invoice and payment process performance |
VendInvoiceInvoicePaymentProcPerfReview |
Monitor, analyze, and improve the invoice and payment process |
Review project control |
ProjProjectControlReview |
Monitor project hour utilization and efficiency |
Review project control - cash flow |
ProjProjectControlCashFlowReview |
Monitor forecasted and actual project cash flow |
Review project control - committed cost |
ProjProjectControlCommittedCostReview |
Monitor the costs of a project or a set of projects |
Review project control - hour utilization |
ProjProjectControlHourUtilizationReview |
Monitor the utilization and efficiency of assigned project hours |
Review project control - invoice control |
ProjProjectControlInvoiceControlReview |
Monitor posted project transactions |
Review project control - statement |
ProjProjectControlStatementReview |
Monitor project control statement reports |
Role center URL redirection |
EPHomePageView |
Enable redirection from generic role center URL |
View budget planning configuration and processes
|
BudgetPlanningConfigProcessView |
|
View budget plans
|
BudgetPlanView |
|
View derived financial hierarchy filters |
LedgerDerivedFinancialHierarchyInquire |
View derived financial hierarchy trees and filters |
View fiscal document source texts
|
FiscalDocumentSourceTextView_BR |
|
Role center URL redirection
|
EPPurchCenterRole |
Enable redirection from generic role center URL |
By default, this security role is assigned the following privileges in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack.
Privilege name |
Privilege AOT name |
---|---|
Inquire into all purchase requisitions |
PurchReqPurchaseRequisitionInquire |
View fixed asset records |
AssetTableView |
View positions using a list page |
HcmPositionListView |
View the Finance Director ratios |
LedgerFinanceDirectorRatiosGenerate |
By default, no privileges are directly assigned to this security role in Microsoft Dynamics AX 2012 R2.