Permissions for the Billing Events to Sales Invoices or Credit Notes
These permissions are for running the Billing Events to Sales Invoices or Credit Notes flow.
Permission Control
Set up a permission control with the following permissions selected, as required. For more information, see
|
Permission |
Description |
|---|---|
| Invoicing | Enables users to edit invoicing-related fields on a project's business records, such as the Invoiced checkbox, Invoice Date, and Invoice Number. |
Object Permissions
The following object permissions are relevant.
|
Object |
Access |
Mandatory |
|---|---|---|
| Billing Event | Read | Yes |
| 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 | Read | [Optional] Required to view process logs that contain information about a background execution of a flow. |
| Process Run | Read | [Optional] Required to view process run records that contain information about a background execution of a flow. |
| Accounting Company | Read |
[Optional] Only required to view the Accounting company related to a billing event on the Billing Events Awaiting Release, Billing Events Awaiting Invoicing, and Invoiced Billing Events pages. |
| Accounting Currency | Read |
[Optional] Only required to view the Accounting currency related to a billing event on the Billing Events Awaiting Release, Billing Events Awaiting Invoicing, and Invoiced Billing Events pages. |
Tab Access
The following tab access is required.
|
Tab |
Access |
Mandatory |
|---|---|---|
| Billing Events | Available | Required to access the Billing Event 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 a flow. |
Field Permissions
The following field permissions are relevant.
|
Object |
Field |
Access |
Mandatory |
|---|---|---|---|
| Billing Event | 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? |
| Account | Read |
[Optional] Only required to view the account related to a billing event on the Billing Events Awaiting Release, Billing Events Awaiting Invoicing, and Invoiced Billing Events pages. |
|
| Billing Event Currency | Read |
[Optional] Only required to view the Accounting currency related to a billing event on the Billing Events Awaiting Release, Billing Events Awaiting Invoicing, and Invoiced Billing Events pages. |
|
| Company | Read |
[Optional] Only required to view the Accounting company related to a billing event on the Billing Events Awaiting Release, Billing Events Awaiting Invoicing, and Invoiced Billing Events pages. |
|
| Process Log | Message | Read | [Optional] Required to view process logs that contain information about a background execution of a 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 a 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 Billing Event record page using the Create Sales 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 a 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.convertbetoinvoicecredit | Enabled | Only required if you use the Create Invoices/Credits detail page button, instead of the Create Sales Invoice or Credit Note Lightning action. |
| ffpsai.convertbetoinvoicecreditHelp | Enabled | Required to access the relevant help link when running the flow using the Create Invoices/Credits list button. |
| ffpsai.convertbetoinvoicescredits | Enabled | Required to run the flow using the Create Invoices/Credits list button. |
Custom Permissions
The following custom permission is required.
|
Custom Permission |
Access |
Mandatory |
|---|---|---|
| ffpsai.Create Sales Invoices or Credit Notes from Billing Events | Enabled | Yes |
|
c2g.Create Documents without an Accounting License |
Enabled | Yes |