Project assistant security role (ProjProjectClerk)
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 Project assistant security role represents a user who documents project accounting process events and responds to project accounting process inquiries.
Duties
By default, this security role is assigned the following duties in Microsoft Dynamics AX.
Duty name |
Duty AOT name |
Duty description |
|---|---|---|
Inquire into inventory status |
InventStatusInquire |
Respond to inquiries about the status of the inventory |
Maintain invoice cancellation proposals Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
MaintainInvoiceCancellationProposals_BR |
|
Maintain project document print management settings |
PrintMgmtProjectDocumentSettingsMaintain |
Maintain project document print management settings. |
Maintain project setup print management settings |
PrintMgmtProjectSettingsMaintain |
Maintain project setup print management settings |
Maintain production order creation Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
ProdProductionOrderCreationMaintain |
Document and record production order creation |
Inquire into project activity master |
ProjActivityMasterInquire |
Respond to inquiries about project activity hierarchy master data |
Inquire into project activity effort tracking master Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
ProjActivityMasterInquireEffortTracking |
View the effort tracking view of activity hierarchy |
Maintain project activity cost tracking master Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
ProjActivityMasterMaintainCostTracking |
Maintain cost tracking view of activity hierarchy |
Maintain project forecasts |
ProjProjectForecastMaintain |
Maintain master information about project forecasts |
Inquire into project forecast status |
ProjProjectForecastStatusInquire |
Respond to inquiries about the status of project forecasts |
Inquire into project invoices Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
ProjProjectInvoiceInquire |
Respond to inquiries about project invoice master information |
Maintain project invoices |
ProjProjectInvoiceMaintain |
Maintain project invoice master information |
Inquire into project master |
ProjProjectMasterInquire |
Respond to inquiries about project master information |
Maintain project sales packing slips |
ProjProjectSalesPackingSlipMaintain |
Document and record project sales packing slip |
Maintain project transactions |
ProjProjectTransactionsMaintain |
Maintain the project journals |
Review project transactions |
ProjProjectTransactionsReview |
Review project transactions |
Inquire into project transaction status |
ProjProjectTransactionStatusInquire |
Respond to inquiries about the status of project transactions |
Inquire customer retention |
PSACustomerRetentionForAcc |
Inquire customer retention |
Submit invoice proposal |
PSAProjInvoiceProposalSubmit |
|
Maintain purchase orders Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
PurchOrderMaintain |
Document and record purchase order |
Maintain purchase requisition consolidation |
PurchReqConsolidationMaintain |
Maintain the purchase requisition consolidation process |
Inquire into purchase requisition consolidation |
PurchReqConsolidationReview |
Monitor, analyze and improve the purchase requisition consolidation process |
Maintain purchase requisitions Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
PurchReqPurchaseRequisitionMaintain |
Maintain the purchase requisition process |
Maintain sales order Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3. |
SalesOrderMaintain |
Document and record sales order |
Submit invoice cancellation proposal Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
SubmitInvoiceCancellationProposal_BR |
|
Inquire into vendor master |
VendVendorMasterInquire |
Respond to inquiries about vendor master data |