Role Identities in Microsoft Dynamics GP v10 by pharmphresh26

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									Role Identities in Microsoft Dynamics GP v10
Microsoft Dynamics GP v10 now offers you greatly enhanced security. Instead of the class-based security of previous versions, v10 security is
now ‘Task and Role based’
Put simply, Task and Role based security lets you flexibly define which users can access which areas in Microsoft Dynamics GP . You can set
up Tasks to reflect specific daily activities that your staff perform, and then set up Roles (made up of combinations of tasks) that exactly reflect
their jobs.
You need to assign each user to one or more security roles before they can access any forms, reports, or other Microsoft Dyna mics GP data.
To do this, first identify the daily tasks each user completes. Then either create a role that combines these tasks, or use one of the default
Microsoft Dynamics GP roles in the table below.



 Microsoft Dynamics GP v10 Default Role Identities

 Role ID                            Name                            Description

 AA Clerk                           Analytical Accounting Clerk     Can enter analytical account information.

 AA Manager                         Analytical Accounting Manager   Responsible for module setup.

 Accounting Manager                 Accounting Manager              Tasks include reviewing & approving accounts payables, accounts receivables, payroll and
                                                                    bank transactions; processing general ledger transactions, and managing the accounting
                                                                    department, including month- and year-end processes.

 AP Clerk                           Account Payables Clerk          Tasks include processing vendor invoices, paying bills, reconciling bank accounts, working
                                                                    with vendors, and assisting with payables month- and year-end closing procedures.

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

 Bookkeeper                         Bookkeeper                      Tasks include creating and paying vendor invoices, creating sales invoices, billing
                                                                    customers, receiving payments, reconciling bank statements, printing financial statements,
                                                                    and closing the books at the end of the month.




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 Microsoft Dynamics GP v10 Default Role Identities

 Role ID                            Name                           Description

 CA Agent                           Contract Agent                 Responsible for contract entry, maintenance and billing.

 CA Manager                         Contract Administrator         Responsible for all of the Contract Administration Management. Everything from setup, to
                                                                   daily transactions and maintenance to period end closing and reporting.

 CA Stakeholder                     Contract Stakeholder           Can view and report on Contract Administration information.

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

 CL Agent                           Service Call Agent             Responsible for entering service calls, updating and completing service calls.

 CL Dispatcher                      Service Call Dispatcher        Responsible for entering, dispatching, updating and completing service calls.

 CL Manager                         Service Call Administrator     Responsible for all of the Service Call Management. Everything from setup, to daily
                                                                   transactions and maintenance to period end closing and reporting.

 CL Stakeholder                     Service Call Stakeholder       Can view and report on Service Call Management information.

 CM Manager                         Collections Manager            Manager of the Collections Department.

 CM Stakeholder                     Collections Stakeholder        Ability to view and report on Collections information.

 Collector                          Collector                      Performs daily Collections tasks.

 Customer Service Rep               Customer Service               Tasks include answering customer service calls, verifying the status of stock items,
                                    Representative                 processing and entering sales orders, authorising customer returns, and returning goods to
                                                                   a supplier.

 DP Manager                         Depot Management Manager       Responsible for all of the Depot Management. Everything from setup, to daily transactions
                                                                   and maintenance to period end closing and reporting.

 DP Stakeholder                     Depot Management Stakeholder   Can view and report on Depot Management information.




Microsoft Dynamics GP 10 Role Identities                                    Page 2                                                        Olympic Software (NZ) Ltd
 Microsoft Dynamics GP v10 Default Role Identities

 Role ID                            Name                           Description

 DP Technician                      Depot Management Technician    Responsible for applying parts and labour to existing service calls.

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

 FA Stakeholder                     Fixed Assets stakeholders      Ability to view and report on Fixed Assets information.

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

 Operations Manager                 Operations Manager             Tasks include ensuring the timely and cost-effective delivery of products, and managing
                                                                   the operations of the inventory, engineering, production, plant management, shipping, and
                                                                   receiving departments.

 Order Processor                    Order Processor                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, and
                                                                   collaborating with other departments on product issues.

 Payroll Clerk                      Payroll Clerk                  Tasks include entering employee information, collecting timesheets, processing payroll
                                                                   checks for employees, and managing income tax reporting.

 PM Agent                           Preventive Maintenance Agent   Responsible for entering PM schedules and events. Also, responsible for generating
                                                                   preventive maintenance service calls.

 PM Manager                         Preventive Maintenance         Responsible for all of the Preventive Maintenance. Everything from setup, to daily
                                    Manager                        transactions and maintenance to period end closing and reporting.

 PM Stakeholder                     Preventive Maintenance         Can view and report on Preventive Maintenance information.
                                    Stakeholder

 Poweruser                          Power user                     Power user.




Microsoft Dynamics GP 10 Role Identities                                    Page 3                                                          Olympic Software (NZ) Ltd
 Microsoft Dynamics GP v10 Default Role Identities

 Role ID                            Name                            Description

 Purchasing Agent                   Purchasing Agent                Tasks include reviewing minimum and maximum inventory levels, entering purchase
                                                                    orders, monitoring purchase order statuses, entering contact information for new suppliers,
                                                                    and inspecting bills for overcharged items.

 Purchasing Manager                 Purchasing Manager              Tasks include entering contact information for new suppliers, negotiating and maintaining
                                                                    contracts with suppliers, determining future production needs, and placing purchase
                                                                    orders.

 RED Clerk                          Revenue and Expense Deferrals   Performs daily Revenue and Expense Deferrals.
                                    Clerk

 RED Manager                        Revenue and Expense Deferrals   Responsible for all of the Revenue and Expense Deferral management. Everything from
                                    Manager                         setup, to daily transactions and maintenance.

 RT Agent                           Returns Management Agent        Responsible for entering, receiving, processing and closing Return Material Authorisations
                                                                    and Return To Vendor transactions.

 RT Manager                         Returns Management              Responsible for all of the Returns Management. Everything from setup, to daily
                                    Administrator                   transactions and maintenance to period end closing and reporting.

 RT Stakeholder                     Returns Management              Can view and report on Returns Management information.
                                    Stakeholder

 Shipping and Receiving             Shipping and Receiving          Tasks include receiving shipments from vendors, verifying received shipments against
                                                                    purchase orders, monitoring late shipments and receipts, ensuring that goods are stored
                                                                    properly, and shipping orders to customers.

 Warehouse Manager                  Warehouse Manager               Tasks include managing periodic physical inventory counts, verifying the status of sales
                                                                    orders, managing inventory transfers, and overseeing the pick/pack/ship process.




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