Permissions for the Payable Credit Note Expense Line Items to Miscellaneous Adjustments Integration

These permissions are for running the Payable Credit Note Expense Line Items to Miscellaneous Adjustments integration flow.

Object Permissions

The following object permissions are relevant.

Object Permissions
Object	Access	Mandatory
Payable Credit Note	Read	Yes
Payable Credit Note Expense Line Item	Read Edit View All	View All access is only required if the payable credit note expense 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
Tab	Access	Mandatory
Payable Credit Note Expense Line Item	Available	Required to access the Payable Credit Note Expense 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.

Field Permissions
Object	Field	Access	Mandatory
Payable Credit Note Expense 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?
	Pass to PSA	Read Edit	[Optional] Only required to mark the line item as eligible for creating a miscellaneous adjustment.
	Project	Read Edit	[Optional] Only required to select the project that the miscellaneous adjustment will be created for.
	Recharge Customer	Read Edit	[Optional] Only required to select whether an additional miscellaneous adjustment is created with the "Pass-Through Ready-to-Bill Revenue" transaction category. For more information, see Payable Credit Note Expense Line Items to Miscellaneous Adjustments Integration.
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
Apex Class	Access	Mandatory
ffpsai.DocumentConversionController	Enabled	Required to run the flow from the Payable Credit Note Expense Line Item record page using the Create Miscellaneous AdjustmentLightning 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
Visualforce Page	Access	Mandatory
ffpsai.convertpcreditnoteexplinestomiscadjs	Enabled	Required to run the flow using the Create Miscellaneous Adjustments list button.
ffpsai.convertpcnexpenselinestomiscadjsHelp	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
Custom Permission	Access	Mandatory
ffpsai.Create Miscellaneous Adjustments from Payable Credit Note Expense Line Items	Enabled	Yes

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