Permissions for the Billing Events to Sales Invoices or Credit Notes Integration
These permissions are for running the Billing Events to Sales Invoices or Credit Notes integration 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 an integration flow. |
| Process Run | Read | [Optional] Required to view process run records that contain information about a background execution of an integration 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 an integration 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 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 |
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 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 |
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 |