title | TOCTitle | ms:assetid | ms:mtpsurl | ms:contentKeyID | author | ms.date | mtps_version |
---|---|---|---|---|---|---|---|
Sales representative security role (TradeSalesRepresentative) |
Sales representative security role (TradeSalesRepresentative) |
088c9766-5215-4ce0-9942-960ce18179e8 |
37823120 |
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 Sales representative security role represents a user who documents sales events and responds to sales inquiries.
By default, this security role is assigned the following duties in Microsoft Dynamics AX.
Duty name |
Duty AOT name |
Duty description |
---|---|---|
Review case process |
CaseCaseProcessReview |
Monitor, analyze, and improve the case process |
Inquire into case progress |
CaseCaseProgressInquire |
Respond to inquiries about the status of cases |
Maintain cases |
CaseCasesMaintain |
Maintain cases |
Maintain sales cases |
CaseSalesCasesMaintain |
Maintain sales cases |
Maintain service cases |
CaseServiceCasesMaintain |
Maintain service cases |
Inquire into customer master |
CustCustomerMasterInquire |
Respond to inquiries about customer master data |
Review customer master |
CustCustomerMasterReview |
Review customer master |
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 |
|
Inquire into related inventory status |
InventRelatedInventoryStatusInquire |
Respond to inquiries about the status of the related inventory |
Process catalog requests
|
MCRCatalogRequestMaintain |
|
Merge and unmerge customers
|
MCRCustMergeMaintain |
Merge and unmerge customer records |
Maintain customer service
|
MCRCustomerServiceMaintain |
Maintain customer service |
Maintain direct delivery
|
MCRDirectDeliveryMaintain |
Make changes to direct delivery information |
Inquire into order events
|
MCREventInquire |
Respond to inquiries about order events |
Maintain price overrides
|
MCRPriceOverrideMaintain |
Maintain price overrides for sales orders in call centers |
Maintain sales order holds
|
MCRSalesHoldMaintain |
|
Maintain sales order
|
MCRSalesMaintain |
|
Maintain sales order
|
MCRSalesOrderMaintain |
|
Inquire into product builder configuration data |
PBAProductBuilderConfigStatusInquire |
|
Maintain product builder configuration |
PBAProductBuilderConfigurationMaintain |
|
Maintain project activity master |
ProjActivityMasterMaintain |
Maintain project activity hierarchy |
Maintain project quotation |
ProjProjectQuotationMaintain |
Document and record project quotation |
Inquire into CTP |
ReqCtpStatusInquire |
Respond to inquiries about capable to promise (CTP) requests |
Inquire into sales return order progress |
ReturnSalesReturnOrderProgressInquire |
Respond to inquiries about the status of the sales return order process |
Inquire into sales order progress |
SalesOrderProgressInquire |
Respond to inquiries about the status of the sales order process |
Maintain quotation |
SalesQuotationMaintain |
Document and record quotation |
Inquire into quotation progress |
SalesQuotationProgressInquire |
Respond to inquiries about the status of the quotation process |
Inquire into service agreement master |
SMAServiceAgreementMasterInquire |
|
Inquire into service orders |
SMAServiceOrderProgressInquire |
|
Inquire into service subscriptions |
SMAServiceSubscriptionProgressInquire |
|
Maintain activities |
smmActivitiesMaintain |
Maintain activities |
Review prospects |
smmBusinessRelationMasterReview |
Monitor, analyze, and improve the prospects |
Maintain prospects |
smmBusinessRelationsMaintain |
Maintain prospects |
Inquire into campaigns |
smmCampaignInquire |
Respond to inquiries about campaigns |
Inquire into competitor master |
smmCompetitorMasterInquire |
Respond to inquiries about competitor master data |
Inquire into contact master |
smmContactMasterInquire |
Respond to inquiries about contact master data |
Maintain contacts |
smmContactsMaintain |
Configure and maintain contacts |
Inquire into knowledge articles |
smmKnowledgeArticlesInquire |
Respond to inquiries about knowledge article data |
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 |
Maintain Microsoft Outlook synchronization |
smmOutlookSynchronizationMaintain |
Configure and maintain Microsoft Outlook synchronization |
Review sales target process |
smmSalesTargetProcessReview |
Monitor, analyze, and improve the sales target process |
Inquire into telemarketing progress |
smmTelemarketingProgressInquire |
Respond to inquiries about the status of telemarketing cases |
Inquire into calendar master |
WorkCalendarMasterInquire |