Permissions for Journal Line Items to Miscellaneous Adjustments
These permissions are for running the Journal Line Items to Miscellaneous Adjustments 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 a flow. |
| Process Run | Read | [Optional] Required to view process run records that contain information about a background execution of a 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 a 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 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 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 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.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 |