Permissions for the Expense Reports to Payable Invoices or Credit Notes
These permissions are for running the Expense Reports to Payable Invoices or Credit Notes flow.
Object Permissions
The following object permissions are relevant.
|
Object |
Access |
Mandatory |
|---|---|---|
| Expense Report | 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. |
Tab Access
The following tab access is required.
|
Tab |
Access |
Mandatory |
|---|---|---|
| Expense Reports | Available | Required to access the Expense Report 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 |
|---|---|---|---|
| Expense Report | 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 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 Expense Report 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 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.convertertoinvoicescredits | Enabled | Required to run the flow using the Create Payable Invoices/Credit Notes list button. |
| ffpsai.convertexpensereporttopinvs | Enabled | Only required if you use the Create Payable Invoice/Credit Note detail page button, instead of the Create Payable Invoice or Credit Note Lightning action. |
| ffpsai.convertexpensereporttopinvsHelp | Enabled | Required to access the relevant help link when running the flow using the Create Payable Invoices/Credit Notes list button. |
Custom Permissions
The following custom permission is required.
|
Custom Permission |
Access |
Mandatory |
|---|---|---|
| ffpsai.Create Payable Invoices or Credit Notes from Expense Reports | Enabled | Yes |
|
c2g.Create Documents without an Accounting License |
Enabled | Yes |