Permissions for Reverting Billing Data with SRP

These permissions are for reverting billing data for invoiced billing events when SRP is installed.

Note:

This does not include any permission required by PSA when SRP is not installed. For more information, see Permissions.

Permission Control

Set up a permission control with the following permissions selected, as required. For more information, see Permission Controls.

Permissions
Permission	Description
Billing	Enables users to generate and release billing events and to edit billing related fields such as the Billed checkbox and Billing Event Item field.
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.

Field Permissions

The following field permissions are relevant.

Field Permissions
Object	Field	Access	Mandatory
Billing Event Batch	Time Period	Read	Yes
Billing Event Item	Billing Event	Read Edit	Yes
Billing Event	Account	Read	Yes
	Billing Event Batch
	Billing Event Currency
	Company
	Invoice Number
	Project
	Summary Amount
Budget	Bill Date	Read Edit	Yes
	Billed
	Invoice Date
	Invoice Number
	Invoiced
Expense Report	Billed	Read Edit	Yes
Expense Report	Invoiced	Read Edit	Yes
Expense	Bill Date	Read Edit	Yes
	Billed
	Invoice Date
	Invoice Number
	Invoiced
Milestone	Bill Date	Read Edit	Yes
	Billed
	Invoice Date
	Invoice Number
	Invoiced
Miscellaneous Adjustment	Bill Date	Read Edit	Yes
	Invoice Date
	Invoice Number
	Billed
	Invoiced
Timecard	Billed	Read Edit	Yes
Timecard	Invoiced	Read Edit	Yes

Apex Class Access

The following Apex class access is required.

Apex Class Access
Apex Class	Access	Mandatory
pse__BILL_BEsAwaitingInvoicingController	Enabled	Yes
pse__BILL_BillingEventController
pse__BILL_InvoicedBillingEventsController
pse__BILL_RevertBillingController

For information about Apex class access, search for "Apex Class Access" in the Salesforce Help.

Custom Permissions

The following custom permission is required.

Custom Permission
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

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