Salesforce Object Permissions Required for Permission Checks

Permissions to access Salesforce objects are not included in permission set groups by FinancialForce. This means you must create a permission set that grants access to the necessary Salesforce objects.

The table below contains a list of the permission set groups delivered with SCM and indicates where a user assigned the relevant permission set group also requires a permission set with standard Salesforce object access. This ensures the user can view data displayed on SCM objects that is derived from the related Salesforce object.

Permission Set Group Name Description

Salesforce Object Permissions Required

SCM - Warehouse Manager Includes the following SCM permission sets: View Items and Inventory, Initiate Inventory Transfers, Manage Inventory Infrastructure, and Check and Adjust Inventory. Account
SCM - Procurement Manager Includes the following SCM permission sets: View Items and Inventory, Check and Adjust Inventory, View Backorders, Manage Suppliers, Manage Payment Terms, and Manage Purchase Contracts. None
SCM - Pricing Manager Includes the following SCM permission set: Manage Prices and Price Lists. None
SCM - Accounts Payable Includes the following SCM permission sets: Manage AP Vouchers and Manage Payment Terms. None
SCM - Procurement Clerk SCM permission sets included are: Manage Items, View Backorders, Manage Bills of Material, View Items and Inventory, Manage Suppliers, Manage Requisitions, Manage Sourcing Request, Initiate Acquisitions, Manage AP Vouchers and Manage Purchase Contracts. Account
SCM - Sales Representative Includes the following SCM permission sets: View Items and Inventory, View Backorders, Manage Returns to Vendor, Manage Rebates, Manage Customer Quotations, Manage Accounts, Initiate Order Fulfillments, Initiate Customer Returns and Manage Invoices. Account Contact Opportunity Lead
SCM - Sales Manager Includes the following SCM permission sets: Manage Accounts, Manage Customer Quotations, Manage Rebates, and Manage Rebate Claims. Account Contact Opportunity Lead
SCM - Accounts Receivable Includes the Manage Invoices permission set for SCM. None
SCM - Warehouse Worker Includes the following SCM permission sets: Manage Items, View Backorders, Manage Bills of Material, View Items and Inventory, Manage Suppliers, Manage Requisitions, Manage Sourcing Request, Initiate Acquisitions, Manage AP Vouchers, Manage Purchase Contracts, Process Sales Orders, Complete Production Orders and Process Customer Returns. None

For more information on the permission sets, permissions and access granted by the Functional Permissions, see Permission Sets and Other Technical Documentation in the SCM Help.

The following table includes permission sets that are not included in the standard FinancialForce PSGs. These view permission sets should be assigned to the relevant users in your organization.

These permission sets also require the user to have permissions to Salesforce standard objects as detailed below.

Permission Set Name Salesforce Object Permissions required
View Purchase Orders Account
View Prices and Price Lists Account
View Requisitions Account
View Customer Addresses and Standard Orders

Account

Account Tab

View Invoices Account
View Sales Orders Account