PSA Permissions

PSA - Manage Vendor Invoices

API Name: PSAManageVendorInvoices

Create and manage invoices for vendors.

Salesforce Standard Objects and Fields Permissions

The table lists the Salesforce standard objects requiring CRUD (Read, Create, Update, and Delete) access and fields requiring field-level security access needed for this permission set.

TypeItemPermission
Field Permission Contact.AccountId Read
Object Permission Account Read
Contact Read

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermission
Apex Class Permission LookupSearchController Enabled
VI_AddInvoiceItemsController Enabled
VI_RecalculateVendorInvoiceContoller Enabled
VI_VendorInvoiceController Enabled
Field Permission Assignment__c.Role__c Read
Budget_Header__c.Amount__c Read
Budget_Header__c.Amount_Consumed__c Read
Budget_Header__c.Expense_Amount__c Read
Budget_Header__c.Expense_Amount_Consumed__c Read
Budget_Header__c.Name Read
Contact.Resource_Role__c Read
Expense__c.Approved_For_Vendor_Payment__c Read
Expense__c.Billable__c Read
Expense__c.Distance__c Read
Expense__c.Expense_Report__c Read
Expense__c.Name Read
Expense__c.Project__c Read
Expense__c.Resource__c Read
Expense__c.Reimbursement_Amount_In_Project_Currency__c Read
Expense__c.Type__c Read
Expense__c.Vendor_Invoice_Item__c Read
Milestone__c.Actual_Date__c Read
Milestone__c.Approved_For_Vendor_Payment__c Read
Milestone__c.Description__c Read
Milestone__c.Milestone_Cost__c Read
Milestone__c.Name Read
Milestone__c.Vendor_Invoice_Item__c Read
Miscellaneous_Adjustment__c.Approved_For_Vendor_Payment__c Read
Miscellaneous_Adjustment__c.Description__c Read
Miscellaneous_Adjustment__c.Name Read
Miscellaneous_Adjustment__c.Transaction_Category__c Read
Miscellaneous_Adjustment__c.Vendor_Invoice_Item__c Read
Timecard__c.Approved_For_Vendor_Payment__c Read
Timecard__c.Assignment__c Read
Timecard__c.End_Date__c Read
Timecard__c.Name Read
Timecard__c.Resource__c Read
Timecard__c.Total_Cost__c Read
Timecard__c.Total_Days_Worked__c Read
Timecard__c.Total_Hours__c Read
Timecard__c.Vendor_Invoice_Item__c Read
Timecard_Header__c.Daily_Cost_Rate__c Read
Vendor_Invoice__c.Approved_for_Payment__c Edit, Read
Vendor_Invoice__c.Account__c Edit, Read
Vendor_Invoice__c.Date__c Edit, Read
Vendor_Invoice__c.Description__c Edit, Read
Vendor_Invoice__c.Invoice_Number__c Edit, Read
Vendor_Invoice__c.Status__c Edit, Read
Vendor_Invoice__c.Submitted__c Edit, Read
Vendor_Invoice__c.Target_Payment_Date__c Edit, Read
Vendor_Invoice__c.Total__c Read
Vendor_Invoice__c.Vendor_Currency__c Edit, Read
Vendor_Invoice__c.Vendor_VAT__c Edit, Read
Vendor_Invoice_Item__c.Account_Currency__c Read
Vendor_Invoice_Item__c.Budget_Header__c Read
Vendor_Invoice_Item__c.Description__c Read
Vendor_Invoice_Item__c.Expense__c Read
Vendor_Invoice_Item__c.Item_Exchange_Rate_Override__c Read
Vendor_Invoice_Item__c.Milestone__c Read
Vendor_Invoice_Item__c.Miscellaneous_Adjustment__c Read
Vendor_Invoice_Item__c.Override_Item_Exchange_Rate__c Read
Vendor_Invoice_Item__c.Project__c Edit, Read
Vendor_Invoice_Item__c.Project_Currency_Exchange_Rate__c Read
Vendor_Invoice_Item__c.Quantity__c Read
Vendor_Invoice_Item__c.Resource__c Read
Vendor_Invoice_Item__c.Timecard__c Read
Vendor_Invoice_Item__c.Unit_Price__c Read
Vendor_Invoice_Item__c.Vendor_Currency__c Read
Vendor_Invoice_Item__c.Vendor_Currency_Amount_Number__c Read
Vendor_Invoice_Item__c.Vendor_Currency_Exchange_Rate__c Read
Object Permission Assignment__c Read
Budget_Header__c Read
Expense__c Read
Expense_Report__c Read
Milestone__c Read
Miscellaneous_Adjustment__c Read
Proj__c Read
Timecard__c Read
Timecard_Header__c Read
Vendor_Invoice__c Create, Read, Edit, Delete
Vendor_Invoice_Item__c Create, Read, Edit
Apex Page Permission VendorInvoiceHelp Enabled
VendorInvoiceItemHelp Enabled
VendorInvoiceRecalc Enabled
VendorInvoiceRecalcDetail Enabled
VendorInvoiceWizard Enabled
VendorInvoiceWizardConfirm Enabled
Tab Permission Vendor_Invoice__c Visible


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