Sunday, January 29, 2012

type of users in Dynamics AX 2012

Question: How many type of users are in Dynamics AX 2012 and what are their duties?

Answer: There are four types of user in AX 2012 (I have copy the matter from a link)
1.     Enterprise
2.     Functional
3.     Task
4.     Self Server
Enterprise User:

·         Unrestrictive access to setup, administer all parameters and functional processes across the enterprise. Key Roles whose work impacts multiple users’ activities or tasks such as budgeting, forecasting, planning or scheduling

·         Manage complete cross organizational activities and business including: Legal, Financial, Payroll, Compensation & Benefits and IT

·         Setting up and Defining Organizations, Business Unit, departments, divisions, Positions, and employee Jobs

·         Access to all Manufacturing Roles and functions excluding Shop Floor Control and Quality Management

·         Managing cross organizational processes

·         Approving professional user processes

Functional Users: 
·         Manage a set of activities in the process to create, fabricate, sell, deliver, or support the product or the service sold by their company.

·         Manage a shop floor within a production or manufacturing cycle.

·         Manage a set of projects and related services incl. the management of relevant resources.

·         Manage HR cycles: Recruitment, Trainings, and On/Off boarding of employees.

·         Manage budget transfers and requests pertaining to his / her operational department, division, or unit.

·         Create applicants / employee master data records; create a job or a position requisition within the organization.

·         Raise invoices pertaining to their clients.

·         Approve Vendor invoices or voucher for rendered services.

·         Create and Manage master data records pertaining to their Customers, Vendors, as well as their product inventory or catalog.

·         Approver of Self Serve or Task Users.

Functional Users do not and cannot perform (these are completed by Enterprise Users):

·         ERP system setup, Data base setup or reports customizations.

·         Functions related to setting up (System Configuration) projects, productions, services or financial parameters (Product, Inventory, projects, production, route, service grouping, etc.)

·         financial Transactions related to Employee Payroll, Customer and vendor settlements, payments, credits, checks, cash dispenses, all Accounting functions & activities
·         transaction spanning cross Business Units or Legal entities processes: Budgeting and Resourcing

Task User:
Users access the system to:
·         Enter billable time (Project Activities, Production card, etc.)
·         Billable expenses (project and other types)
·         Performance management and goal setting, annual reviews, etc.

Self Serve User:

·         Employee Self Serve Discrete Scenarios (Payroll Clock In/Out, Expense Report, Personal Data, Time & Attendance, Personal Service Requisitions

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