Purchasing agent security role (VendPurchasingAgent)

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 agent security role represents a user who documents purchasing events and responds to purchasing inquiries.

Duties

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

Duty name

Duty AOT name

Duty description

Configure AIF synchronization

AifSyncConfigure

Allows specifying filters on ports

Inquire into purchasing case progress

CasePurchasingCaseProgressInquire

Respond to inquiries about the status of purchasing cases

Maintain catalogs

CatProcurementCatalogMasterMaintain

Maintain all types of catalogs

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

Note

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

EPHomePageView

Enable redirection from generic role center URL

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

Maintain price details

Note

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

MCRPriceHistoryMaintain

Maintain the ability to view price details in sales orders

Maintain purchase order details

Note

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

MCRPurchMaintain

Maintain purchase order details

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 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.

Inquire into purchasing policies

ProcPurchasingProcessInquire

Respond to inquiries about policies governing the purchasing process

Inquire into purchasing policies for public sector

ProcPurchasingProcessInquire_PSN

Respond to inquiries about policies governing the purchasing process

Maintain purchase orders

PurchOrderMaintain

Document and record purchase order

Maintain purchase requisition consolidation

PurchReqConsolidationMaintain

Maintain 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

Maintain all purchase requisitions

PurchReqPurchaseRequisitionMaintainAll

View purchase requisitions on hold

Note

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

PurchReqTableView

View purchase requisitions on hold

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

Maintain request for quotations

PurchRFQRequestForQuoteMaintain

Maintain request for quotations

Maintain request for quotation replies

PurchRFQRequestForQuoteReplyMaintain

Maintain request for quotation replies

Maintain sealed bids

Note

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

PurchRFQSealedBids

Maintain sealed bids

Review average VAT

Note

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

TaxAverageVATReview

Review average VAT details via the average VAT report

View tax branches

Note

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

TaxBranchView

Set up tax branch details

Review unrealized VAT

Note

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

TaxUnrealizdVATRemainingReview

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

Maintain vendor invoices for payment

Note

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

VendInvoice4PaymMaintain_RU

Maintain vendor hold status

Note

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

VendOnHoldUpdate

Maintain vendor hold status

Maintain prospective vendor master

VendProspectiveVendorMasterMaintain

Maintain prospective vendor master

Maintain employee-initiated vendor requests

VendRequestEmployeeVendorRequestMaintain

Document and record employee initiated vendor requests

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

Maintain vendor user requests

VendUserRequestMaintain

Maintain and submit vendor user requests

Maintain vendor master

VendVendorMasterMaintain

Maintain vendor master

Maintain vendor questionnaires

VendVendorQuestionnaireMaintain

Create and update vendor questionnaire information

Inquire into workflow performance

WorkflowViewWorkflowPerf

View reports about the performance of workflows