These permissions are for running the Vendor Invoices to Payable Invoices or Credit Notes integration flow.
Object Permissions
The following object permissions are relevant.
|
Object |
Access |
Mandatory |
|---|---|---|
| Vendor Invoice | Read | Yes |
| Process Log | Read | [Optional] Required to view process logs that contain information about a background execution of an integration flow. |
| Process Run | Read | [Optional] Required to view process run records that contain information about a background execution of an integration flow. |
Tab Access
The following tab access is required.
|
Tab |
Access |
Mandatory |
|---|---|---|
| Vendor Invoices | Available | Required to access the Vendor Invoice list view and record page. Not required to run a scheduled execution of the flow. |
| Process Runs | Available | [Optional] Required to view process run records that contain information about a background execution of an integration flow. |
Field Permissions
The following field permissions are relevant.
|
Object |
Field |
Access |
Mandatory |
|---|---|---|---|
| Vendor Invoice | Automatically Pass to Accounting |
Read Edit |
[Optional] Required to use the Automatically Pass to Accounting functionality with the default configuration. For more information, see How Does the Automatically Pass to Accounting Functionality Work? |
| Process Log | Message | Read | [Optional] Required to view process logs that contain information about a background execution of an integration flow. |
| Process Run | |||
| Related Record | |||
| Status | |||
| Process Run | Description | Read | [Optional] Required to view process run records that contain information about a background execution of an integration flow. |
| Finish Time | |||
| Is Parent | |||
| Started By | |||
| Start Time | |||
| Total Number of Errors | |||
| Total Number of Pending | |||
| Total Number of Successes | |||
| Using Detailed Monitoring |
Apex Class Access
The following Apex class access is required.
|
Apex Class |
Access |
Mandatory |
|---|---|---|
| ffpsai.DocumentConversionController | Enabled | Required to run the flow from the Vendor Invoice record page using the Create Payable Invoice or Credit Note Lightning action. |
| fferpcore.ffasync_ProgressStatusController | Enabled | [Optional] Only required to display the progress bar indicating the status of a process run record. Process runs are used when an integration flow executes in the background. |
For information about Apex class access, search for "Apex Class Access" in the Salesforce Help.
Visualforce Page Access
Access to the following Visualforce pages is required.
|
Visualforce Page |
Access |
Mandatory |
|---|---|---|
| ffpsai.convertvinvstopinvs | Enabled | Required to run the flow using the Create Payable Invoices/Credits list button. |
| ffpsai.convertvinvstopinvsHelp | Enabled | Required to access the relevant help link when running the flow using the Create Payable Invoices/Credits list button. |
| ffpsai.convertvitoinvoicescredits | Enabled | Only required if you use the Create Payable Invoice/Credit detail page button, instead of the Create Payable Invoice or Credit Note Lightning action. |
Custom Permissions
The following custom permission is required.
|
Custom Permission |
Access |
Mandatory |
|---|---|---|
| ffpsai.Create Payable Invoices or Credit Notes from Vendor Invoices | Enabled | Yes |
|
c2g.Create Documents without an Accounting License |
Enabled | Yes |