Permissions for the Journal Line Items to Miscellaneous Adjustments Integration
These permissions are for running the Journal Line Items to Miscellaneous Adjustments integration flow.
Object Permissions
The following object permissions are relevant.
|
Object |
Access |
Mandatory |
|---|---|---|
| Journal | Read | Yes |
| Journal Line Item |
Read Edit View All |
View All access is only required if the journal line item was created by another user. |
| 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. |
| Project | Read |
[Optional] Only required to view the project that the miscellaneous adjustment will be created for. |
Tab Access
The following tab access is required.
|
Tab |
Access |
Mandatory |
|---|---|---|
| Journal Line Item | Available | Required to access the Journal Line Item 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 |
|---|---|---|---|
| Journal Line Item | Automatically Pass to PSA |
Read Edit |
[Optional] Required to use the Automatically Pass to PSA functionality with the default configuration. For more information, see How Does the Automatically Pass to PSA Functionality Work? |
| Project |
Read Edit |
[Optional] Only required to select the project that the miscellaneous adjustment will be created for. |
|
| Send to PSA |
Read Edit |
[Optional] Only required to mark the line item as eligible for creating a miscellaneous adjustment. |
|
| Transaction Category |
Read Edit |
[Optional] Only required to select the transaction category of the miscellaneous adjustment being created. | |
| 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 Journal Line Item record page using the Create Miscellaneous Adjustment 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.convertjournallinestomiscadjs | Enabled | Required to run the flow using the Create Miscellaneous Adjustments list button. |
| ffpsai.convertjournallinestomiscadjsHelp | Enabled | Required to access the relevant help link when running the flow using the Create Miscellaneous Adjustments list button. |
Custom Permissions
The following custom permission is required.
|
Custom Permission |
Access |
Mandatory |
|---|---|---|
| ffpsai.Create Miscellaneous Adjustments from Journals | Enabled | Yes |