Roles Available in Microsoft Dynamics Great Plains 10.0

Accounts PayablesRole ID:Role Name:Description:Task IDCARD_0301*CARD_0302*CARD_0303*CARD_0304*DEFAULTUSERINQ_FIN_001*INQ_FIN_004*INQ_FIN_005*INQ_FIN_007*INQ_PURCH_001*INQ_PURCH_002*INQ_PURCH_003*LIST_PURCH_001*RPT_FIN_004*RPT_PURCH_001*RPT_PURCH_002*RPT_PURCH_003*RPT_PURCH_004*RPT_PURCH_005*RPT_PURCH_CAM01*TRX_PURCH_008*TRX_PURCH_009*TRX_PURCH_010*TRX_PURCH_011*TRX_PURCH_012*TRX_PURCH_013*TRX_PURCH_014*TRX_PURCH_015*TRX_PURCH_016*TRX_PURCH_017*TRX_PURCH_018*TRX_PURCH_019*TRX_PURCH_020*TRX_PURCH_021*

TRX_PURCH_022*TRX_PURCH_025*

Accounts ReceivableRole ID:Role Name:Description:Task IDADMIN_SALES_005*ADMIN_SALES_008*ADMIN_SALES_009*ADMIN_SALES_010*ADMIN_SALES_011*ADMIN_SALES_013*ADMIN_SALES_014*ADMIN_SALES_015*ADMIN_SALES_016*CARD_0201*CARD_0202*CARD_0203*CARD_0206*DEFAULTUSERINQ_SALES_001*INQ_SALES_002*INQ_SALES_003*INQ_SALES_004*INQ_SALES_009*RPT_SALES_001*RPT_SALES_003*RPT_SALES_004*RPT_SALES_005*RPT_SALES_006*TRX_SALES_007*TRX_SALES_013*TRX_SALES_014*TRX_SALES_015*TRX_SALES_016*TRX_SALES_017*TRX_SALES_019*TRX_SALES_020*TRX_SALES_021*TRX_SALES_022*

BOOKKEEPERRole ID:Role Name:Description:Task IDCARD_0101*CARD_0102*CARD_0103*CARD_0104*CARD_0105*CARD_0201*CARD_0202*CARD_0203*CARD_0204*CARD_0205*CARD_0206*CARD_0207*CARD_0208*CARD_0209*CARD_0210*CARD_0301*CARD_0302*CARD_0304*DEFAULTUSERINQ_FIN_001*INQ_FIN_002*INQ_FIN_003*INQ_FIN_004*INQ_FIN_005*INQ_FIN_006*INQ_FIN_007*INQ_FIN_008*INQ_FIN_009*INQ_PURCH_001*INQ_PURCH_002*INQ_PURCH_003*INQ_SALES_001*INQ_SALES_002*INQ_SALES_003*INQ_SALES_004*INQ_SALES_005*LIST_PURCH_001*LIST_SALES_001*RPT_FIN_001*

RPT_FIN_002*RPT_FIN_003*RPT_FIN_004*RPT_FIN_005*RPT_FIN_006*RPT_PURCH_001*RPT_PURCH_002*RPT_PURCH_003*RPT_PURCH_005*RPT_PURCH_CAM01*RPT_SALES_001*RPT_SALES_004*RPT_SALES_005*RPT_SALES_006*TRX_FIN_001*TRX_FIN_002*TRX_FIN_003*TRX_FIN_004*TRX_FIN_005*TRX_FIN_006*TRX_FIN_007*TRX_FIN_008*TRX_FIN_009*TRX_PURCH_009*TRX_PURCH_010*TRX_PURCH_011*TRX_PURCH_012*TRX_PURCH_013*TRX_PURCH_014*TRX_PURCH_015*TRX_PURCH_016*TRX_PURCH_017*TRX_PURCH_018*TRX_PURCH_019*TRX_PURCH_020*TRX_PURCH_021*TRX_PURCH_022*TRX_PURCH_023*TRX_PURCH_024*TRX_PURCH_025*TRX_SALES_001*TRX_SALES_002*TRX_SALES_003*TRX_SALES_004*TRX_SALES_005*

TRX_SALES_006*TRX_SALES_007*TRX_SALES_008*TRX_SALES_009*TRX_SALES_010*TRX_SALES_013*TRX_SALES_014*TRX_SALES_015*TRX_SALES_016*TRX_SALES_017*TRX_SALES_018*TRX_SALES_020*TRX_SALES_021*TRX_SALES_022*

Contract ManagementRole ID:Role Name:Description:Task IDTRX_FSS_CL01*

Role ID:Role Name:Description:Task IDADMIN_FSS_CL01*CARD_FSS_CL01*INQ_FSS_CL01*RPT_FSS_CL01*TRX_FSS_CL01*

Role ID:Role Name:Description:Task IDINQ_FSS_CL01*RPT_FSS_CL01*

AccountantRole ID:Role Name:Description:

Task IDADMIN_FIN_001*ADMIN_FIN_002*ADMIN_FIN_003*ADMIN_FIN_004*ADMIN_FIN_005*ADMIN_FIN_006*ADMIN_FIN_007*ADMIN_FIN_008*ADMIN_FIN_009*ADMIN_FIN_CF01*ADMIN_FIN_IF01*CARD_0101*CARD_0102*CARD_0103*CARD_0104*CARD_0105*DEFAULTUSERINQ_FIN_001*INQ_FIN_002*INQ_FIN_003*INQ_FIN_004*INQ_FIN_005*INQ_FIN_006*INQ_FIN_007*INQ_FIN_008*INQ_FIN_009*INQ_FIN_CF01*RPT_FIN_001*RPT_FIN_002*RPT_FIN_003*RPT_FIN_004*RPT_FIN_005*RPT_FIN_006*TRX_FIN_002*TRX_FIN_008*TRX_PURCH_025*

Service Call ManagementRole ID:Role Name:Description:Task IDTRX_FSS_CL01*

Role ID:Role Name:Description:Task IDTRX_FSS_CL01*TRX_FSS_CL02*

Role ID:Role Name:Description:Task IDADMIN_FSS_CL01*CARD_FSS_CL01*INQ_FSS_CL01*RPT_FSS_CL01*TRX_FSS_CL01*

Role ID:Role Name:Description:Task IDINQ_FSS_CL01*RPT_FSS_CL01*

Collections ManagementRole ID:Role Name:Description:Task IDADMIN_SALES_CM01*ADMIN_SALES_CM02*ADMIN_SALES_CM03*CMDEFAULTUSER*

Role ID:Role Name:Description:Task IDCMDEFAULTUSER*INQ_SALES_CM01*

Role ID:

Role Name:Description:Task IDCMDEFAULTUSER*INQ_SALES_CM01*TRX_SALES_CM01*

Customer Service RepresentativeRole ID:Role Name:Description:Task IDDEFAULTUSERINQ_INV_001*INQ_INV_002*INQ_INV_003*INQ_INV_004*INQ_INV_005*INQ_SALES_005*INQ_SALES_006*INQ_SALES_007*RPT_INV_001*RPT_SALES_001*TRX_SALES_001*TRX_SALES_002*TRX_SALES_003*TRX_SALES_004*TRX_SALES_005*TRX_SALES_006*TRX_SALES_007*TRX_SALES_008*TRX_SALES_009*TRX_SALES_010*

Depot ManagementRole ID:Role Name:Description:Task IDADMIN_FSS_DP01*CARD_FSS_DP01*TRX_FSS_DP01*TRX_FSS_DP02*

Role ID:Role Name:Description:Task IDINQ_FSS_DP01*RPT_FSS_DP01*

Role ID:Role Name:Description:Task IDINQ_FSS_DP01*

Fixed AssetsRole ID:Role Name:Description:Task IDADMIN_FIN_FA01*ADMIN_FIN_FA02*ADMIN_FIN_FA03*CARD_FA01*FADEFAULTUSER*INQ_FIN_FA01*INQ_FIN_FA02*RPT_FIN_FA01*TRX_FIN_FA01*

Role ID:Role Name:Description:Task IDFADEFAULTUSER*INQ_FIN_FA02*RPT_FIN_FA01*

ITRole ID:Role Name:Description:Task IDADMIN_PURCH_POE02*ADMIN_SYSTEM_001*

ADMIN_SYSTEM_003*ADMIN_SYSTEM_005*ADMIN_SYSTEM_006*ADMIN_SYSTEM_008*ADMIN_SYSTEM_009*ADMIN_SYSTEM_010*ADMIN_SYSTEM_011*ADMIN_SYSTEM_012*ADMIN_SYSTEM_SL01*CARD_0002*CARD_0003*DEFAULTUSERINQ_SYSTEM_002*INQ_SYSTEM_003*RPT_SYSTEM_001*RPT_SYSTEM_002*

Operations ManagerRole ID:Role Name:Description:Task IDADMIN_INV_001*ADMIN_INV_002*ADMIN_INV_003*ADMIN_INV_004*ADMIN_INV_005*ADMIN_INV_006*ADMIN_INV_007*ADMIN_INV_008*ADMIN_INV_009*ADMIN_INV_010*ADMIN_INV_011*ADMIN_INV_012*ADMIN_PURCH_003*ADMIN_PURCH_004*ADMIN_PURCH_005*ADMIN_PURCH_CAM01*ADMIN_PURCH_POE01*ADMIN_SALES_003*ADMIN_SALES_004*ADMIN_SALES_006*ADMIN_SALES_007*ADMIN_SALES_009*

ADMIN_SALES_010*ADMIN_SALES_011*ADMIN_SALES_012*ADMIN_SALES_013*ADMIN_SALES_014*ADMIN_SALES_015*ADMIN_SALES_016*CARD_0201*CARD_0202*CARD_0203*CARD_0204*CARD_0205*CARD_0206*CARD_0207*CARD_0208*CARD_0209*CARD_0210*CARD_0301*CARD_0302*CARD_0303*CARD_0304*CARD_0401*CARD_0402*CARD_0403*CARD_0404*CARD_0405*CARD_0406*CARD_0407*CARD_0408*CARD_0409*CARD_0410*CARD_0411*CARD_0412*CARD_0413*CARD_0414*CARD_0415*DEFAULTUSERINQ_INV_001*INQ_INV_002*INQ_INV_003*INQ_INV_004*INQ_INV_005*INQ_INV_006*INQ_INV_007*INQ_INV_008*

INQ_PURCH_001*INQ_PURCH_003*INQ_PURCH_004*INQ_PURCH_POE01*INQ_SALES_001*INQ_SALES_002*INQ_SALES_005*INQ_SALES_006*INQ_SALES_007*INQ_SALES_008*INQ_SALES_009*INQ_SALES_010*INQ_SALES_011*LIST_PURCH_001*LIST_SALES_001*RPT_INV_001*RPT_INV_002*RPT_INV_003*RPT_INV_004*RPT_INV_005*RPT_INV_006*RPT_PURCH_001*RPT_PURCH_002*RPT_PURCH_004*RPT_SALES_001*RPT_SALES_003*RPT_SALES_004*RPT_SALES_005*TRX_INV_001*TRX_INV_002*TRX_INV_003*TRX_INV_004*TRX_INV_005*TRX_INV_006*TRX_INV_007*TRX_INV_008*TRX_PURCH_001*TRX_PURCH_002*TRX_PURCH_003*TRX_PURCH_004*TRX_PURCH_005*TRX_PURCH_006*TRX_PURCH_007*TRX_PURCH_008*TRX_PURCH_022*

TRX_PURCH_POE01*TRX_SALES_001*TRX_SALES_002*TRX_SALES_003*TRX_SALES_004*TRX_SALES_005*TRX_SALES_006*TRX_SALES_007*TRX_SALES_008*TRX_SALES_009*TRX_SALES_010*TRX_SALES_011*TRX_SALES_012*

Order ProcessorRole ID:Role Name:Description:Task IDDEFAULTUSERINQ_INV_001*INQ_INV_002*INQ_INV_003*INQ_INV_004*INQ_INV_005*INQ_INV_006*INQ_INV_007*INQ_INV_008*INQ_PURCH_004*INQ_SALES_001*INQ_SALES_005*INQ_SALES_006*INQ_SALES_007*INQ_SALES_008*INQ_SALES_009*INQ_SALES_010*LIST_SALES_001*RPT_INV_001*RPT_INV_002*RPT_INV_006*RPT_PURCH_001*RPT_SALES_001*TRX_SALES_003*TRX_SALES_004*

TRX_SALES_005*TRX_SALES_006*TRX_SALES_008*TRX_SALES_009*TRX_SALES_010*

Project Accounting Role ID:Role Name:Description:Task IDPADEFAULTUSER *TRX_PA_006*

Role ID:Role Name:Description:Task IDPADEFAULTUSER *TRX_PA_003*



Role ID:Role Name:Description:Task IDADMIN_PA_001*CARD_PA_001*INQ_PA01*PADEFAULTUSER *RPT_PA01*

TRX_PA_001*TRX_PA_002*TRX_PA_003*TRX_PA_004*TRX_PA_005*TRX_PA_006*TRX_PA_007*TRX_PA_008*TRX_PA_009*TRX_PA_010*TRX_PURCH_001*TRX_PURCH_004*TRX_PURCH_022*

Role ID:Role Name:Description:Task IDPADEFAULTUSER*TRX_PA_002*

Role ID:Role Name:Description:Task IDPADEFAULTUSER*TRX_PA_008*TRX_PURCH_001*TRX_PURCH_004*


Role ID:Role Name:Description:Task IDINQ_PA_001*PADEFAULTUSER*RPT_PA_001*


PAYROLL Role ID:Role Name:Description:Task IDCARD_0501*CARD_0502*CARD_0503*CARD_0504*CARD_0505*CARD_0506*CARD_0507*CARD_0508*DEFAULTUSERINQ_PAYRL_001*INQ_PAYRL_002*INQ_PAYRL_003*INQ_PAYRL_004*RPT_PAYRL_001*RPT_PAYRL_002*RPT_PAYRL_003*RPT_PAYRL_004*RPT_PAYRL_005*RPT_PAYRL_006*RPT_PAYRL_007*RPT_PAYRL_010*TRX_PAYRL_001*TRX_PAYRL_002*TRX_PAYRL_003*TRX_PAYRL_004*TRX_PAYRL_005*TRX_PAYRL_006*TRX_PAYRL_007*TRX_PAYRL_008*TRX_PAYRL_009*

Preventive MaintenanceRole ID:Role Name:Description:Task IDTRX_FSS_PV01*

Role ID:Role Name:Description:Task IDADMIN_FSS_PV01*CARD_FSS_PV01*INQ_FSS_PV01*RPT_FSS_PV01*TRX_FSS_PV01*

Role ID:Role Name:Description:Task IDINQ_FSS_PV01*RPT_FSS_PV01*

Role ID:Role Name:Description:Task ID

PURCHASINGRole ID:Role Name:Description:Task IDCARD_0301*CARD_0302*CARD_0303*CARD_0304*CARD_0401*CARD_0402*CARD_0403*CARD_0404*CARD_0405*

CARD_0406*CARD_0407*CARD_0408*CARD_0409*CARD_0410*CARD_0411*CARD_0412*CARD_0413*CARD_0414*CARD_0415*DEFAULTUSERINQ_INV_001*INQ_INV_002*INQ_INV_003*INQ_INV_004*INQ_INV_005*INQ_INV_006*INQ_INV_007*INQ_INV_008*INQ_PURCH_004*LIST_PURCH_001*RPT_INV_001*RPT_INV_002*RPT_INV_003*RPT_INV_004*RPT_INV_005*RPT_INV_006*RPT_PURCH_001*RPT_PURCH_004*TRX_INV_001*TRX_INV_002*TRX_INV_003*TRX_INV_004*TRX_INV_005*TRX_INV_006*TRX_INV_007*TRX_INV_008*TRX_PURCH_001*TRX_PURCH_002*TRX_PURCH_003*TRX_PURCH_004*TRX_PURCH_005*TRX_PURCH_006*TRX_PURCH_007*TRX_PURCH_008*

Role ID:Role Name:Description:Task IDCARD_0301*CARD_0303*CARD_0304*CARD_0401*CARD_0402*CARD_0403*CARD_0404*CARD_0405*CARD_0406*CARD_0407*CARD_0408*CARD_0409*CARD_0410*CARD_0411*CARD_0412*CARD_0413*CARD_0414*CARD_0415*DEFAULTUSERINQ_INV_001*INQ_INV_002*INQ_INV_003*INQ_INV_004*INQ_INV_005*INQ_INV_006*INQ_INV_007*INQ_INV_008*INQ_PURCH_004*INQ_PURCH_POE01*LIST_PURCH_001*RPT_INV_001*RPT_INV_002*RPT_INV_003*RPT_INV_004*RPT_INV_005*RPT_INV_006*RPT_PURCH_001*TRX_INV_001*TRX_INV_002*TRX_INV_003*

TRX_INV_004*TRX_INV_005*TRX_INV_006*TRX_INV_007*TRX_INV_008*TRX_PURCH_001*TRX_PURCH_002*TRX_PURCH_003*TRX_PURCH_004*TRX_PURCH_005*TRX_PURCH_006*TRX_PURCH_007*TRX_PURCH_008*

Returns ManagementRole ID:Role Name:Description:Task IDTRX_FSS_RT01*

Role ID:Role Name:Description:Task IDADMIN_FSS_RT01*CARD_FSS_RT01*INQ_FSS_RT01*RPT_FSS_RT01*TRX_FSS_RT01*

Role ID:Role Name:Description:Task IDINQ_FSS_RT01*RPT_FSS_RT01*

Shipping and ReceivingRole ID:Role Name:Description:Task ID

DEFAULTUSERINQ_INV_001*INQ_INV_002*INQ_INV_003*INQ_INV_004*INQ_INV_005*INQ_INV_006*INQ_INV_007*INQ_INV_008*INQ_PURCH_001*INQ_PURCH_004*INQ_SALES_001*INQ_SALES_005*INQ_SALES_006*INQ_SALES_007*INQ_SALES_008*INQ_SALES_009*INQ_SALES_010*LIST_PURCH_001*LIST_SALES_001*RPT_INV_001*RPT_INV_004*RPT_INV_005*RPT_INV_006*RPT_PURCH_001*RPT_SALES_001*TRX_PURCH_001*TRX_PURCH_002*TRX_PURCH_003*TRX_PURCH_004*TRX_PURCH_005*TRX_PURCH_006*TRX_PURCH_007*TRX_PURCH_008*TRX_PURCH_022*TRX_SALES_001*TRX_SALES_002*TRX_SALES_003*TRX_SALES_004*TRX_SALES_005*TRX_SALES_006*TRX_SALES_007*TRX_SALES_008*TRX_SALES_009*TRX_SALES_010*

TRX_SALES_011*TRX_SALES_012*

Warehouse ManagerRole ID:Role Name:Description:Task IDDEFAULTUSERINQ_INV_001*INQ_INV_002*INQ_INV_003*INQ_INV_004*INQ_INV_005*INQ_INV_006*INQ_INV_007*INQ_INV_008*INQ_SALES_001*INQ_SALES_005*INQ_SALES_006*INQ_SALES_007*INQ_SALES_008*INQ_SALES_009*INQ_SALES_010*RPT_INV_001*RPT_INV_002*RPT_INV_003*RPT_INV_004*RPT_INV_005*RPT_INV_006*RPT_SALES_001*TRX_INV_001*TRX_INV_002*TRX_INV_003*TRX_INV_004*TRX_INV_005*TRX_INV_006*TRX_INV_007*TRX_INV_008*

Accounts PayablesAP CLERK*Account Payables ClerkTasks include processing vendor invoices, paying bills, reconciling bank accounts, working with vendors, and assisting with payables month-end and year-end closing proceduresNameMaintain vendors and addressesMaintain vendors financial summaryMaintain buyersMaintain customer/vendor relationshipsDefault UserView GL account financial informationView GL journal entriesView General Ledger historyView GL account financial informationView vendorsView Payables Management transactionsView vendor financial informationAll Purchasing Transactions listGeneral Ledger reportsPurchasing reportsSetup reportsPayables Management check informationPurchasing posting journalsVendor lettersControl Account Mgmt reportsGenerate suggested purchase ordersEnter Payables Management transactionsEnter scheduled Payables Management paymentsEnter manual Payables Management paymentsSelect Payables Management checksEdit Payables Management checksPrint Payables Management checksPost Payables Management checksProcess remittanceApply Payables Management documentsVoid historical Payables Management transactionsVoid open Payables Management transactionsEdit Payables Management transactionsHold Payables Management transactions

Purchasing series postGenerate EFT Files

Accounts ReceivableAR CLERK*Account Receivables ClerkTasks include entering sales invoices, processing cash receipts, preparing collection letters, and assisting with receivables month-end and year-end closing procedures.NameReconcile Receivables amountsPost scheduled customer paymentsAge customer balancesAssess finance chargesPrint customer statementsWrite off sales documentsPaid transaction removalPeriod-end sales routinesSales tablesMaintain customers and addressesMaintain customer financial summaryMaintain customer/vendor relationshipsMaintain national accountsDefault UserView customersView customer financial informationView receivables financial informationView receivables transactionsView national accountsSales reportsSales setup reportsPosting journalsCustomer lettersCollection lettersEnter customer/vendor transactionsEnter Receivables transactionEnter customer scheduled paymentsEnter customer cash receiptsApply sales documentsEnter refund checksSales series postEdit posted Receivables transactionsEdit other Receivables transactionsEnter/edit Receivables batches

BOOKKEEPERBOOKKEEPER*BookkeeperTasks include creating and paying vendor invoices, creating sales invoices, billing customers, receiving payments, reconciling bank statements, printing financial statements,NameMaintain accountsMaintain account analysisMaintain budgetsMaintain checkbooksMaintain financial currenciesMaintain customers and addressesMaintain customer financial summaryMaintain customer/vendor relationshipsMaintain customer itemsMaintain customer lockboxMaintain national accountsMaintain picking instructionsMaintain process instructionsMaintain prospectsMaintain salespeople and territoriesMaintain vendors and addressesMaintain vendors financial summaryMaintain customer/vendor relationshipsDefault UserView GL account financial informationView account analysisView account rollupView GL journal entriesView General Ledger historyView budget informationView GL account financial informationView checkbook financial informationView transaction matchingView vendorsView Payables Management transactionsView vendor financial informationView customersView customer financial informationView receivables financial informationView receivables transactionsView SOP transactionsAll Purchasing Transactions listAll Sales Transactions listFinancial statements

AFA reportsFRx reportsGeneral Ledger reportsBudget reportsCheckbook and Banking reportsPurchasing reportsSetup reportsPayables Management check informationVendor lettersControl Account Mgmt reportsSales reportsPosting journalsCustomer lettersCollection lettersEnter journal entriesEnter/edit General Ledger batchesPost Financial seriesEnter bank depositsEnter bank transactionsEnter miscellaneous checksEnter bank transfersReconcile bank statementsTransaction matchingEnter Payables Management transactionsEnter scheduled Payables Management paymentsEnter manual Payables Management paymentsSelect Payables Management checksEdit Payables Management checksPrint Payables Management checksPost Payables Management checksProcess remittanceApply Payables Management documentsVoid historical Payables Management transactionsVoid open Payables Management transactionsEdit Payables Management transactionsHold Payables Management transactionsPurchasing series postEnter/edit Payables batchesEnter/Edit PO Returns batchesGenerate EFT FilesEnter SOP transactionsEnter/edit SOP batchesPrint sales documentsOrder fulfillmentTransfer shipments

Holds processingEnter customer/vendor transactionsTransfer multiple ordersAutomatic order allocationSales bulk confirmation and printEnter Receivables transactionEnter customer scheduled paymentsEnter customer cash receiptsApply sales documentsEnter refund checksEnter lockbox informationEdit posted Receivables transactionsEdit other Receivables transactionsEnter/edit Receivables batches

Contract ManagementCA AGENT*Contract AgentResponsible for contract entry, maintenance and billing.NameProcess Service Call Mgmt transactions

CA MANAGER*Contract AdministratorResponsible for all of the Contract Administration Management. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.NameSet up Service Call MgmtEnter/Edit Service Call Mgmt infoView Service Call Mgmt infoPrint/View Service Call Mgmt infoProcess Service Call Mgmt transactions

CA STAKEHOLDER*Contract StakeholderCan vew and report on Contract Administration information.NameView Service Call Mgmt infoPrint/View Service Call Mgmt info

CERTIFIED ACCOUNTANT*Certified AccountantTasks include managing and maintaining the general ledger, managing fixed assets, managing bank accounts, and performing auditing services.

NameSet up General LedgerSet up quick journalsSet up financial currenciesSet up Bank ReconciliationGeneral financial administrationPeriod-end financial routinesCurrency revaluationImport from ADPFinancial tablesSet up Cash Flow ManagementSet up Interfund ManagementMaintain accountsMaintain account analysisMaintain budgetsMaintain checkbooksMaintain financial currenciesDefault UserView GL account financial informationView account analysisView account rollupView GL journal entriesView General Ledger historyView budget informationView GL account financial informationView checkbook financial informationView transaction matchingView Cash Flow informationFinancial statementsAFA reportsFRx reportsGeneral Ledger reportsBudget reportsCheckbook and Banking reportsEnter/edit General Ledger batchesReconcile bank statementsGenerate EFT Files

Service Call ManagementCL AGENT*Service Call AgentResponsible for entering service calls, updating and completing service calls.NameProcess Service Call Mgmt transactions

CL DISPATCHER*Service Call DispatcherResponsible for entering, dispatching, updating and completing service calls.NameProcess Service Call Mgmt transactionsDispatch service calls

CL MANAGER*Service Call AdminsitratorResponsible for all of the Service Call Management. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.NameSet up Service Call MgmtEnter/Edit Service Call Mgmt infoView Service Call Mgmt infoPrint/View Service Call Mgmt infoProcess Service Call Mgmt transactions

CL STAKEHOLDER*Service Call StakeholderCan vew and report on Service Call Management information.NameView Service Call Mgmt infoPrint/View Service Call Mgmt info

Collections ManagementCM MANAGER*Collections ManagerManager of the Collections DepartmentNameSet up Collections ManagementManage CollectorsEdit Reminder LevelsCollections Management default user

CM STAKEHOLDER*Collections StakeholderAbility to view and report on Collections informationNameCollections Management default userView collections information

COLLECTOR*

CollectorPerforms daily Collections tasksNameCollections Management default userView collections informationSend collections letters

Customer Service RepresentativeCUSTOMER SERVICE REP*Customer Service RepresentativeTasks include answering customer service calls, verifying the status of stock items, processing and entering sales orders, authorizing customer returns, and returning goods tNameDefault UserView itemsView transactions affecting itemsView inventory transactionsFind serial/lotsView Serial/LotsView SOP transactionsView Serial/LotsView process holdsBudget reportsSales reportsEnter SOP transactionsEnter/edit SOP batchesPrint sales documentsOrder fulfillmentTransfer shipmentsHolds processingEnter customer/vendor transactionsTransfer multiple ordersAutomatic order allocationSales bulk confirmation and print

Depot ManagementDP MANAGER*Depot Management ManagerResponsible for all of the Depot Management. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.NameSet up Depot MgmtEnter/Edit Depot Mgmt infoProcess Depot Mgmt transactionsEnter labor time and parts on work orders

DP STAKEHOLDER*Depot Management StakeholderCan vew and report on Depot Management information.NameView Depot Mgmt infoPrint/View Depot Mgmt info

DP TECHNICIAN*Depot Management TechnicianResponsible for applying parts and labor to existing service calls.NameView Depot Mgmt info

FA MANAGER*Fixed Assets managerResponsible for all of the Fixed Asset management. Everything from setup, to daily transactions and maintenance to period end closing and reporting.NameSet up Fixed Asset moduleFixed Assets period end routinesFixed Assets maintenance and utilitiesCreate and maintain Fixed AssetsFixed Assets general userView Fixed Assets General Ledger informationView Fixed AssetsFixed Assets reportsDepreciate Fixed Assets

FA STAKEHOLDER*Fixed Assets stakeholdersAbility to view and report on Fixed Assets informationNameFixed Assets general userView Fixed AssetsFixed Assets reports

IT OPERATIONS MANAGER*IT Operations ManagerTasks include managing network and server applications, creating reports in the enterprise resource planning system, and determining when new software and hardware is needed.NamePO Enhancements File MaintenanceSet up users and security

Set up system informationFile maintenance, backup and restoreSystem utilitiesReport WriterModifierCustomization maintenanceCustomization statusTable importSet up Advanced LookupsMaintain organizational treeMaintain Business AlertsDefault UserView activity trackingView process server resultsUsers and security reportsGeneral reports

Operations ManagerOPERATIONS MANAGER*Operations ManagerTasks include ensuring the timely and cost-effective delivery of products, and managing the operations of the inventory, engineering, production, plant management, shipping,NameSet up InventorySet up item classes and currenciesSet up lot categoriesSet up price levels and groupsReconcile InventoryInventory change utilitiesPrice list utilitiesPrice sheet transferRemove Inventory historyPeriod-end Inventory routinesItem ABC Analysis wizardInventory tablesSet up purchase order informationReconcile PurchasingRemove Purchasing informationSet up Control Account MgmtPO Enhancements SetupSet up Sales Order ProcessingSet up InvoicingRemove sales informationEdit sales statusAge customer balances

Assess finance chargesPrint customer statementsTransfer sales commissionsWrite off sales documentsPaid transaction removalPeriod-end sales routinesSales tablesMaintain customers and addressesMaintain customer financial summaryMaintain customer/vendor relationshipsMaintain customer itemsMaintain customer lockboxMaintain national accountsMaintain picking instructionsMaintain process instructionsMaintain prospectsMaintain salespeople and territoriesMaintain vendors and addressesMaintain vendors financial summaryMaintain buyersMaintain customer/vendor relationshipsMaintain itemsMaintain item kitsMaintain item bill of materialsMaintain item sitesMaintain item quantitiesMaintain item binsMaintain item vendorsMaintain item pricingMaintain item plannersMaintain item Purchasing optionsModify item print optionsMaintain item currencyMaintain resource planningStock count assignmentMaintain landed costsDefault UserView itemsView transactions affecting itemsView inventory transactionsFind serial/lotsView Serial/LotsView bill of materials informationView item resource planningView item price list

View vendorsView vendor financial informationView purchase order transactionsView PO commitments and approval informationView customersView customer financial informationView SOP transactionsView Serial/LotsView process holdsView Invoicing transactionsView national accountsView lockbox informationView salespersons and commissionsAll Purchasing Transactions listAll Sales Transactions listBudget reportsInventory posting journalsInventory setup reportsItem pricing reportsPurchase order generation reportsInventory resource planning reportsPurchasing reportsSetup reportsPurchasing posting journalsSales reportsSales setup reportsPosting journalsCustomer lettersEnter item transactionsEnter item transfersEnter bin transfersEnter item assembliesPost Inventory seriesEnter/edit Inventory batchesSchedule stock countEnter stock countEnter purchase order transactionsPrint purchasing documentsEnter/edit Purchasing batchesEnter Receivings transactionsEnter/match Purchasing invoicesEnter Purchasing returns transactionsEdit purchase ordersGenerate suggested purchase ordersPurchasing series post

PO Commitments and ApprovalsEnter SOP transactionsEnter/edit SOP batchesPrint sales documentsOrder fulfillmentTransfer shipmentsHolds processingEnter customer/vendor transactionsTransfer multiple ordersAutomatic order allocationSales bulk confirmation and printEnter Invoicing transactionsEnter/edit Invoicing batches

Order ProcessorORDER PROCESSOR*Order ProcessorTasks include verifying that there is sufficient inventory for an order, sending new orders to production, verifying orders so that they are shipped correctly and completely,NameDefault UserView itemsView transactions affecting itemsView inventory transactionsFind serial/lotsView Serial/LotsView bill of materials informationView item resource planningView item price listView purchase order transactionsView customersView SOP transactionsView Serial/LotsView process holdsView Invoicing transactionsView national accountsView lockbox informationAll Sales Transactions listBudget reportsInventory posting journalsInventory resource planning reportsPurchasing reportsSales reportsPrint sales documentsOrder fulfillment

Transfer shipmentsHolds processingTransfer multiple ordersAutomatic order allocationSales bulk confirmation and print

Project Accounting PA BILLING CLERK*Project Accounting billing clerkCan enter billing transactionsName

Project Accounting billing

PA EQUIPMENT CLERK*Project Accounting equipment log clerkCan enter equipment logsName

Project Accounting equipment log entry

PA EXPENSE CLERK*Project Accounting employee expense clerkCan enter employee expensesName

Project Accounting employee expense entry

PA INV TRANSFER CLERK*Project Accounting inventory transfer clerkCan enter inventory transfersName

Project Accounting inventory transfer entry

PA MANAGER*Project Accounting managerResponsible for module setup, master record creation and period end procedures.NameSet up and administer Project AccountingProject Accounting enter/edit contracts

Project Accounting timesheet entryProject Accounting miscellaneous log entryProject Accounting equipment log entryProject Accounting employee expense entryProject Accounting inventory transfer entryProject Accounting billingProject Accounting revenue recognitionProject Accounting purchasing entryProject Accounting closingProject Accounting series postingEnter purchase order transactionsEnter Receivings transactionsPurchasing series post

PA MISC CLERK*Project Accounting miscellaneous log clerkCan enter miscellaneous logsNameProject Accounting default userProject Accounting miscellaneous log entry

PA PURCHASING CLERK*Project Accounting purchasing clerkCan enter purchasing transactionsNameProject Accounting default userProject Accounting purchasing entryEnter purchase order transactionsEnter Receivings transactions

PA REVENUE CLERK*Project Accounting revenue recognition clerkCan enter revenue recognition transactionsNameProject Accounting default userProject Accounting revenue recognition

PA STAKEHOLDER*Project Accounting stakeholdersCan view and report on Project Accounting informationNameView Project accounting informationProject Accounting default userProject Accounting reports

PA TIMESHEET CLERK*Project Accounting timesheet clerkCan enter employee timesheetsNameProject Accounting default userProject Accounting timesheet entry

PAYROLL CLERK*Payroll ClerkTasks include entering employee information, collecting time sheets, processing payroll checks for employees, and managing income tax reporting.NameMaintain employeesMaintain taxesQuick employee assignmentMaintain employee pay codesMaintain payroll deductions and benefitsEmployee summaryMaintain future pay ratesMaintain employee direct depositsDefault UserView payroll transaction historyView employee/payroll informationView pay code historyView company payroll summaryEmployee list reportsEmployee wage and hour reports with historyReprint journalsPayroll setup reportsPeriod end payroll reports with postingQuarter end payroll reportsCross-company reportsEmployee/payroll lettersEnter payroll transactionsBuild payroll checksCalculate payroll checksPrint payroll checksGenerate ACH fileEnter manual payroll checksEnter/edit Payroll batchesVoid payroll checksActivate post-dated pay rates

Preventive MaintenancePM AGENT*Preventive Maintenance AgentResponsible for entering PM schedules and events. Also, responsible for generating preventive maintenance service calls.NameProcess Preventive Maintenance transactions

PM MANAGER*Preventive Maintenance ManagerResponsible for all of the Preventive Maintenance. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.NameSet up Preventive MaintenanceEnter/Edit Preventive Maintenance infoView Preventive Maintenance infoPrint/View Preventive Maintenance infoProcess Preventive Maintenance transactions

PM STAKEHOLDER*Preventive Maintenance StakeholderCan vew and report on Preventive Maintenance information.NameView Preventive Maintenance infoPrint/View Preventive Maintenance info

POWERUSERPOWERUSERPOWERUSERName

PURCHASINGPURCHASING AGENT*Purchasing AgentTasks include reviewing minimum and maximum inventory levels, entering purchase orders, monitoring purchase order statuses, entering contact information for new suppliers, anNameMaintain vendors and addressesMaintain vendors financial summaryMaintain buyersMaintain customer/vendor relationshipsMaintain itemsMaintain item kitsMaintain item bill of materialsMaintain item sitesMaintain item quantities

Maintain item binsMaintain item vendorsMaintain item pricingMaintain item plannersMaintain item Purchasing optionsModify item print optionsMaintain item currencyMaintain resource planningStock count assignmentMaintain landed costsDefault UserView itemsView transactions affecting itemsView inventory transactionsFind serial/lotsView Serial/LotsView bill of materials informationView item resource planningView item price listView purchase order transactionsAll Purchasing Transactions listBudget reportsInventory posting journalsInventory setup reportsItem pricing reportsPurchase order generation reportsInventory resource planning reportsPurchasing reportsPurchasing posting journalsEnter item transactionsEnter item transfersEnter bin transfersEnter item assembliesPost Inventory seriesEnter/edit Inventory batchesSchedule stock countEnter stock countEnter purchase order transactionsPrint purchasing documentsEnter/edit Purchasing batchesEnter Receivings transactionsEnter/match Purchasing invoicesEnter Purchasing returns transactionsEdit purchase ordersGenerate suggested purchase orders

PURCHASING MANAGER*Purchasing ManagerTasks include entering contact information for new suppliers, negotiating and maintaining contracts with suppliers, determining future production needs, and placing purchaseNameMaintain vendors and addressesMaintain buyersMaintain customer/vendor relationshipsMaintain itemsMaintain item kitsMaintain item bill of materialsMaintain item sitesMaintain item quantitiesMaintain item binsMaintain item vendorsMaintain item pricingMaintain item plannersMaintain item Purchasing optionsModify item print optionsMaintain item currencyMaintain resource planningStock count assignmentMaintain landed costsDefault UserView itemsView transactions affecting itemsView inventory transactionsFind serial/lotsView Serial/LotsView bill of materials informationView item resource planningView item price listView purchase order transactionsView PO commitments and approval informationAll Purchasing Transactions listBudget reportsInventory posting journalsInventory setup reportsItem pricing reportsPurchase order generation reportsInventory resource planning reportsPurchasing reportsEnter item transactionsEnter item transfersEnter bin transfers

Enter item assembliesPost Inventory seriesEnter/edit Inventory batchesSchedule stock countEnter stock countEnter purchase order transactionsPrint purchasing documentsEnter/edit Purchasing batchesEnter Receivings transactionsEnter/match Purchasing invoicesEnter Purchasing returns transactionsEdit purchase ordersGenerate suggested purchase orders

Returns ManagementRT AGENT*Returns Management AgentResponsible for entering, receiving, processing and closing Return Material Authorizations and Return To Vendor transactions.NameProcess Returns Mgmt transactions

RT MANAGER*Returns Management AdministratorResponsible for all of the Returns Management. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.NameSet up Returns MgmtEnter/Edit Returns Mgmt infoView Returns Mgmt infoPrint/View Returnsl Mgmt infoProcess Returns Mgmt transactions

RT STAKEHOLDER*Returns Mangement StakeholderCan vew and report on Returns Management information.NameView Returns Mgmt infoPrint/View Returnsl Mgmt info

Shipping and ReceivingSHIPPING AND RECEIVING*Shipping and ReceivingTasks include receiving shipments from vendors, verifying received shipments against purchase orders, monitoring late shipments and receipts, ensuring that goods are stored pName

Default UserView itemsView transactions affecting itemsView inventory transactionsFind serial/lotsView Serial/LotsView bill of materials informationView item resource planningView item price listView vendorsView purchase order transactionsView customersView SOP transactionsView Serial/LotsView process holdsView Invoicing transactionsView national accountsView lockbox informationAll Purchasing Transactions listAll Sales Transactions listBudget reportsItem pricing reportsPurchase order generation reportsInventory resource planning reportsPurchasing reportsSales reportsEnter purchase order transactionsPrint purchasing documentsEnter/edit Purchasing batchesEnter Receivings transactionsEnter/match Purchasing invoicesEnter Purchasing returns transactionsEdit purchase ordersGenerate suggested purchase ordersPurchasing series postEnter SOP transactionsEnter/edit SOP batchesPrint sales documentsOrder fulfillmentTransfer shipmentsHolds processingEnter customer/vendor transactionsTransfer multiple ordersAutomatic order allocationSales bulk confirmation and print

Enter Invoicing transactionsEnter/edit Invoicing batches

Warehouse ManagerWAREHOUSE MANAGER*Warehouse ManagerTasks include managing periodic physical inventory counts, verifying the status of sales orders, managing inventory transfers, and overseeing the pick/pack/ship process.NameDefault UserView itemsView transactions affecting itemsView inventory transactionsFind serial/lotsView Serial/LotsView bill of materials informationView item resource planningView item price listView customersView SOP transactionsView Serial/LotsView process holdsView Invoicing transactionsView national accountsView lockbox informationBudget reportsInventory posting journalsInventory setup reportsItem pricing reportsPurchase order generation reportsInventory resource planning reportsSales reportsEnter item transactionsEnter item transfersEnter bin transfersEnter item assembliesPost Inventory seriesEnter/edit Inventory batchesSchedule stock countEnter stock count

Roles available in Microsoft Dynamics Great Plains 10.0

Tasks include processing vendor invoices, paying bills, reconciling bank accounts, working with vendors, and assisting with payables month-end and year-end closing proceduresDescriptionMaintain vendors and vendor addresses. Also includes the Vendor list, preview and customizat

Default UserView detail and summary account information. Also includes the Account list and preview.Also includes the Account list and preview. Also includes the Account list and preview.View detail and summary history account information.View net change, currency summary and checkbook information. Also includes the Checkbook lisAlso includes the Vendor list and preview.View transaction by vendor or by document. Also includes the Payables Transactions list andView payables summary, vendor credit, vendor yearly, vendor period, and vendor summary.

Trial-Balance, cross-reference, account, setup, Multidimensional Analysis and Transaction MaTrial-Balance, history, and analysis reports

Used in the Letter Writing Assistant

Does not include posting. Also includes the Payables Transactions list, preview and customizDoes not include posting.Does not include posting.Does not include posting.Does not include posting.Does not include posting.Includes the ability to post Payables Management checks.Does not include posting.Does not include posting.Can void historical Payables Management transactions and post them.Can void open Payables Management transactions and post them.Does not include posting.Does not include posting.

Includes all posting of the purchasing series.

Tasks include entering sales invoices, processing cash receipts, preparing collection letters, and assisting with receivables month-end and year-end closing procedures.Description

Create checklists and perform year end close.Access to the tables is only necessary to report data from within Report Writer.Also includes the Customer list, preview and customization.

Default UserAlso includes the Customer list and preview.View customer period summary, yearly summary, payment summary, and customer summary.

View receivables transactions by customer and by document. Also includes the Receivables Tra

Trial-Balance, history, analysis, and activity reports

Used in the Letter Writing AssistantUsed in the Letter Writing AssistantDoes not include posting.Does not include posting. Also includes the Receivables Transactions list, preview and custoDoes not include posting.Does not include posting.

Does not include posting.Includes all posting of the sales series.Can waive finance charges, mark customer payments as NSF, and void or post receivables transDoes not include posting.Does not include posting. Also includes the Receivables Batches list, preview, and customiza

Tasks include creating and paying vendor invoices, creating sales invoices, billing customers, receiving payments, reconciling bank statements, printing financial statements,DescriptionThe ability to create all types of accounts and to mass modify accounts. Also includes the A

Also includes the Checkbook list, preview, and customization.

Also includes the Customer list, preview and customization.

Maintain lockbox and lockbox bank details.

Also includes the Prospects list, preview and customization.Also includes the Salespeople list, preview and customization.Maintain vendors and vendor addresses. Also includes the Vendor list, preview and customizat

Default UserView detail and summary account information. Also includes the Account list and preview.

Also includes the Account list and preview. Also includes the Account list and preview.View detail and summary history account information.

View net change, currency summary and checkbook information. Also includes the Checkbook lisView checkbook register and checkbook balance.

Also includes the Vendor list and preview.View transaction by vendor or by document. Also includes the Payables Transactions list andView payables summary, vendor credit, vendor yearly, vendor period, and vendor summary.Also includes the Customer list and preview.View customer period summary, yearly summary, payment summary, and customer summary.

View receivables transactions by customer and by document. Also includes the Receivables TraView sales documents, sales items, restrict sales documents, and sales range inquiry. Also i

Trial-Balance, cross-reference, account, setup, Multidimensional Analysis and Transaction MaBudget, checkbook, bank posting journals and bank history reports

Trial-Balance, history, and analysis reports



Used in the Letter Writing AssistantUsed in the Letter Writing AssistantDoes not include posting. Also includes the General Ledger Batches list, preview, and customDoes not include posting. Also includes the General Ledger Batches list, preview, and customIncludes all posting of the financial series.Does not include posting.Does not include posting.Does not include posting.Does not include posting.Does not include posting.

Does not include posting. Also includes the Payables Transactions list, preview and customizDoes not include posting.Does not include posting.Does not include posting.Does not include posting.Does not include posting.Includes the ability to post Payables Management checks.Does not include posting.Does not include posting.Can void historical Payables Management transactions and post them.Can void open Payables Management transactions and post them.Does not include posting.Does not include posting.Includes all posting of the purchasing series.Does not include posting. Also includes the Payables Batches list, preview, and customizatioDoes not include posting. Also includes the Returns Batches list, preview, and customization

Does not include posting. Includes all document types. Also includes the Sales Order TransacDoes not include posting.

Does not include posting.

Does not include posting. Also includes the Receivables Transactions list, preview and custoDoes not include posting.Does not include posting.

Does not include posting.Does not include posting.Can waive finance charges, mark customer payments as NSF, and void or post receivables transDoes not include posting.Does not include posting. Also includes the Receivables Batches list, preview, and customiza

DescriptionAble to enter/update/complete service calls, including billing

Responsible for all of the Contract Administration Management. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.DescriptionAble to setup all the Service Call Management related tablesAble to create and maintain Service Call Management tablesAble to view service call informationAble to print or view service call informationAble to enter/update/complete service calls, including billing

DescriptionAble to view service call informationAble to print or view service call information

Tasks include managing and maintaining the general ledger, managing fixed assets, managing bank accounts, and performing auditing services.

DescriptionSet up the General Ledger module, account categories, segments and transaction matching setu

Set up multicurrency, rate types, and currency accounts.

Perform administrative tasks such as reconcile, remove history and archive matched transactiPerform period consolidation, year end closing and create checklists.

Access to the tables is only necessary to report data from within Report Writer.

The ability to create all types of accounts and to mass modify accounts. Also includes the A

Also includes the Checkbook list, preview, and customization.

Default UserView detail and summary account information. Also includes the Account list and preview.

Also includes the Account list and preview. Also includes the Account list and preview.View detail and summary history account information.

View net change, currency summary and checkbook information. Also includes the Checkbook lisView checkbook register and checkbook balance.

Trial-Balance, cross-reference, account, setup, Multidimensional Analysis and Transaction MaBudget, checkbook, bank posting journals and bank history reports

Does not include posting. Also includes the General Ledger Batches list, preview, and customDoes not include posting.

DescriptionAble to enter/update/complete service calls, including billing

DescriptionAble to enter/update/complete service calls, including billingAble to dispatch service calls

Responsible for all of the Service Call Management. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.DescriptionAble to setup all the Service Call Management related tablesAble to create and maintain Service Call Management tablesAble to view service call informationAble to print or view service call informationAble to enter/update/complete service calls, including billing

DescriptionAble to view service call informationAble to print or view service call information

Description

Contains all of the general Collections Management windows that users would need access to s

DescriptionContains all of the general Collections Management windows that users would need access to s

DescriptionContains all of the general Collections Management windows that users would need access to s

Tasks include answering customer service calls, verifying the status of stock items, processing and entering sales orders, authorizing customer returns, and returning goods tDescriptionDefault UserAlso includes the Item list and preview.View item transactions and receipts.Also includes the Item Transaction list and preview.

View sales documents, sales items, restrict sales documents, and sales range inquiry. Also i

Budget reports for items, serial/lots, activity and analysisTrial-Balance, history, analysis, and activity reportsDoes not include posting. Includes all document types. Also includes the Sales Order TransacDoes not include posting.


Responsible for all of the Depot Management. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.DescriptionAble to setup all the Depotl Management related tablesAble to create and maintain Depot Management tablesAble to process work ordersAble to process work orders

DescriptionAble to view work order informationAble to print or view work order information

DescriptionAble to view work order information

Responsible for all of the Fixed Asset management. Everything from setup, to daily transactions and maintenance to period end closing and reporting.Description

Contains all of the general Fixed Asset windows that users would need access to such as look

Access to all of the Fixed Asset reports

DescriptionContains all of the general Fixed Asset windows that users would need access to such as look

Access to all of the Fixed Asset reports

Tasks include managing network and server applications, creating reports in the enterprise resource planning system, and determining when new software and hardware is needed.Description

Set up users, user classes, user access, system password, activity tracking, security task s

Set up registration, business alerts, organizational structures, intercompany, language, proCheck links, clear data, SQL maintenance, backup and restore.Ability to reconcile, remove rates, remove activity detail, process server, business alerts,

Ability to view, export and import modified forms and repotsAbility to view, disable and enable sub-features and additional products installed.

Maintain organization tree and assignments.

Default User

Tasks include ensuring the timely and cost-effective delivery of products, and managing the operations of the inventory, engineering, production, plant management, shipping,DescriptionSet up unit of measure schedules, bill of materials, inventory control and stock calendar.

Ability to adjust costs, change valuation, change decimal places, change average cost, repla

Ability to mass remove sheets, remove transaction history, distributions, period history, joCreate checklists and perform year end close.

Access to the tables is only necessary to report data from within Report Writer.Set up purchase order processing and purchase order generator map sites.Reconcile purchasing and purchasing documents.Mass vendor delete, remove transaction history, distributions, period history, journal histo

Set up sales order processing, process holds, sales workflow, advanced picking and extended

Remove sales documents, mass delete, remove transaction history, distributions, periods hist

Create checklists and perform year end close.Access to the tables is only necessary to report data from within Report Writer.Also includes the Customer list, preview and customization.

Maintain lockbox and lockbox bank details.

Also includes the Prospects list, preview and customization.Also includes the Salespeople list, preview and customization.Maintain vendors and vendor addresses. Also includes the Vendor list, preview and customizat

Maintain item history and setup. Also includes the Item list, preview and customization.

Maintain price lists, price groups, group assignments, group items, price sheets, sheet assi

Maintain item and site resource planning.

Default UserAlso includes the Item list and preview.View item transactions and receipts.Also includes the Item Transaction list and preview.

View assembly documents and indented bill.View bin quantities, item allocation, item resource planning, available to promise and itemView price lists, price trace, price sheets, and items and promotions.

Also includes the Vendor list and preview.View payables summary, vendor credit, vendor yearly, vendor period, and vendor summary.View purchase order documents and purchase order items. Also includes the Purchase Order Tra

Also includes the Customer list and preview.View customer period summary, yearly summary, payment summary, and customer summary.View sales documents, sales items, restrict sales documents, and sales range inquiry. Also i

View invoices and invoiced items. Also includes the Invoicing Transactions list and preview.

Also includes the Salespeople list and preview.

Budget reports for items, serial/lots, activity and analysis

Pricing and error reports



Used in the Letter Writing AssistantEnter transactions and transfers. Does not include posting. Also includes the Item TransactiDoes not include posting.Does not include posting.Does not include posting.Includes all posting of the inventory series.Does not include posting.

Also includes the Purchase Order Transactions list, preview and customization.

Does not include posting. Also includes the Purchase Order Transactions list, preview and cuDoes not include posting. Also includes the Purchase Order Transactions list, preview and cuDoes not include posting. Also includes the Purchase Order Transactions list, preview and cuDoes not include posting.

Includes all posting of the purchasing series.

Does not include posting. Includes all document types. Also includes the Sales Order TransacDoes not include posting.


Does not include posting. Also includes the Invoicing Transactions list, preview and customiDoes not include posting.

Tasks include verifying that there is sufficient inventory for an order, sending new orders to production, verifying orders so that they are shipped correctly and completely,DescriptionDefault UserAlso includes the Item list and preview.View item transactions and receipts.Also includes the Item Transaction list and preview.

View assembly documents and indented bill.View bin quantities, item allocation, item resource planning, available to promise and itemView price lists, price trace, price sheets, and items and promotions.View purchase order documents and purchase order items. Also includes the Purchase Order TraAlso includes the Customer list and preview.View sales documents, sales items, restrict sales documents, and sales range inquiry. Also i



Trial-Balance, history, and analysis reportsTrial-Balance, history, analysis, and activity reports

Description

Ability to enter billing invoice transactions

Description

Ability to enter equipment log transactions

Description

Ability to enter employee expense transactions

Description

Ability to enter inventory transfer transactions

DescriptionIncludes PA initialization, setup, utilities, and file maintenanceCreation of Project Accounting cards

Ability to enter timesheet transactions.Ability to enter miscellaneous log transactionsAbility to enter equipment log transactionsAbility to enter employee expense transactionsAbility to enter inventory transfer transactionsAbility to enter billing invoice transactionsAbility to enter revenue recognition transactionsAbility to enter purchasing transactionsAbility to enter closing transactionsAccess to the series post window and abilty to print associated posting journalsAlso includes the Purchase Order Transactions list, preview and customization.Does not include posting. Also includes the Purchase Order Transactions list, preview and cuIncludes all posting of the purchasing series.

DescriptionAccess to all of the lookups that a PA user will need to haveAbility to enter miscellaneous log transactions

DescriptionAccess to all of the lookups that a PA user will need to haveAbility to enter purchasing transactionsAlso includes the Purchase Order Transactions list, preview and customization.Does not include posting. Also includes the Purchase Order Transactions list, preview and cu

DescriptionAccess to all of the lookups that a PA user will need to haveAbility to enter revenue recognition transactions

Description

Access to all of the lookups that a PA user will need to have

DescriptionAccess to all of the lookups that a PA user will need to haveAbility to enter timesheet transactions.

Tasks include entering employee information, collecting time sheets, processing payroll checks for employees, and managing income tax reporting.DescriptionAlso includes the Employee list, preview and customization.Maintain employee, state and local taxes.

Default User

Also includes the Employee list and preview.

Ability to print period-end reports and post the tax liabilities.


Includes Posting and voiding of payroll checks

Includes Posting and voiding of payroll checksIncludes PostingAbility to void and post the payroll checks

Responsible for entering PM schedules and events. Also, responsible for generating preventive maintenance service calls.DescriptionAble to process preventive maintenance service calls

Responsible for all of the Preventive Maintenance. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.DescriptionAble to setup all the Preventive Maintenance related tablesAble to create and maintain Preventive Maintenance tablesAble to view preventive maintenance informationAble to print or view preventive maintenance informationAble to process preventive maintenance service calls

DescriptionAble to view preventive maintenance informationAble to print or view preventive maintenance information

Description

Tasks include reviewing minimum and maximum inventory levels, entering purchase orders, monitoring purchase order statuses, entering contact information for new suppliers, anDescriptionMaintain vendors and vendor addresses. Also includes the Vendor list, preview and customizat





View assembly documents and indented bill.View bin quantities, item allocation, item resource planning, available to promise and itemView price lists, price trace, price sheets, and items and promotions.View purchase order documents and purchase order items. Also includes the Purchase Order Tra




Enter transactions and transfers. Does not include posting. Also includes the Item TransactiDoes not include posting.Does not include posting.Does not include posting.Includes all posting of the inventory series.Does not include posting.



Tasks include entering contact information for new suppliers, negotiating and maintaining contracts with suppliers, determining future production needs, and placing purchaseDescriptionMaintain vendors and vendor addresses. Also includes the Vendor list, preview and customizat





View assembly documents and indented bill.View bin quantities, item allocation, item resource planning, available to promise and itemView price lists, price trace, price sheets, and items and promotions.View purchase order documents and purchase order items. Also includes the Purchase Order Tra



Trial-Balance, history, and analysis reportsEnter transactions and transfers. Does not include posting. Also includes the Item TransactiDoes not include posting.Does not include posting.

Does not include posting.Includes all posting of the inventory series.Does not include posting.



Responsible for entering, receiving, processing and closing Return Material Authorizations and Return To Vendor transactions.DescriptionAble to process RMAs and RTVs, including billing

Responsible for all of the Returns Management. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.DescriptionAble to setup all the Returns Management related tablesAble to create and maintain Returns Management tablesAble to view RMA and RTV informationAble to print or view RMA and RTV informationAble to process RMAs and RTVs, including billing

DescriptionAble to view RMA and RTV informationAble to print or view RMA and RTV information

Tasks include receiving shipments from vendors, verifying received shipments against purchase orders, monitoring late shipments and receipts, ensuring that goods are stored pDescription


View assembly documents and indented bill.View bin quantities, item allocation, item resource planning, available to promise and itemView price lists, price trace, price sheets, and items and promotions.Also includes the Vendor list and preview.View purchase order documents and purchase order items. Also includes the Purchase Order TraAlso includes the Customer list and preview.View sales documents, sales items, restrict sales documents, and sales range inquiry. Also i


Budget reports for items, serial/lots, activity and analysisPricing and error reports

Trial-Balance, history, and analysis reportsTrial-Balance, history, analysis, and activity reportsAlso includes the Purchase Order Transactions list, preview and customization.


Includes all posting of the purchasing series.Does not include posting. Includes all document types. Also includes the Sales Order TransacDoes not include posting.


Does not include posting. Also includes the Invoicing Transactions list, preview and customiDoes not include posting.

Tasks include managing periodic physical inventory counts, verifying the status of sales orders, managing inventory transfers, and overseeing the pick/pack/ship process.DescriptionDefault UserAlso includes the Item list and preview.View item transactions and receipts.Also includes the Item Transaction list and preview.

View assembly documents and indented bill.View bin quantities, item allocation, item resource planning, available to promise and itemView price lists, price trace, price sheets, and items and promotions.Also includes the Customer list and preview.View sales documents, sales items, restrict sales documents, and sales range inquiry. Also i




Trial-Balance, history, analysis, and activity reportsEnter transactions and transfers. Does not include posting. Also includes the Item TransactiDoes not include posting.Does not include posting.Does not include posting.Includes all posting of the inventory series.Does not include posting.

Roles available in Microsoft Dynamics Great Plains 10.0

Roles Available in Microsoft Dynamics Great Plains 10.0

Documents

Transcript of Roles Available in Microsoft Dynamics Great Plains 10.0