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Finance | Project Operations, Human Resources, ...
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Does AX have a required role in order to edit Customer Master File

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I have a client using AX.  Is there any documentation that could prove out that a user would have to have 'customer master file set up' role access in order to change/edit the customer master files? 

  • Community Member Profile Picture
    on at
    RE: Does AX have a required role in order to edit Customer Master File

    Thank you very much Nikolaos

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    nmaenpaa Profile Picture
    101,156 Moderator on at
    RE: Does AX have a required role in order to edit Customer Master File

    You can look into the Security role reference documentation: docs.microsoft.com/.../security-role-reference

    Maintaining customers is granted via "Maintain customer master" security duty which is included in following roles:

    - Collections agent

    - Collections manager

    - Accounts receivable manager

    - Accounting manager

    - Sales manager

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