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