Permissions for the Billing Document to Sales Invoice or Credit Note Integration
These permissions are for creating sales invoices and credit notes from billing documents.
Permission Set
The Accounting and Billing - Billing Documents to Sales Invoices or Credit Notes permission set contains all the standard permissions that are detailed in this topic. For more information about all the permission sets available in Accounting, see
Object Permissions
The following object permissions are relevant.
|
Object |
Access |
Mandatory |
|---|---|---|
| Billing Document |
Read Edit |
Yes |
| Process Log | Read | [Optional] Required to view process logs that contain information about a background execution of the integration. |
| Process Run | Read | [Optional] Required to view process run records that contain information about a background execution of the integration. |
Field Permissions
The following field permissions are relevant.
|
Object |
Field |
Access |
Mandatory |
|---|---|---|---|
| Billing Document | Account | Read | Yes |
| Auto Create Sales Invoice or Credit Note | Read | [Optional] Required to use the automatic creation functionality with the default configuration. For more information, see Setting up Automatic Creation of Sales Documents from Billing Documents. | |
| Process Log | Message | Read | [Optional] Required to view process logs that contain information about a background execution of the integration. |
| Process Run | |||
| Related Record | |||
| Status | |||
| Process Run | Description | Read | [Optional] Required to view process run records that contain information about a background execution of the integration. |
| 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 |
Description |
Mandatory |
|---|---|---|---|
| c2g.BillingDocumentController | Enabled | Used to display the modal when a user clicks the Create Sales Invoice or Credit Note action from the billing document record page. | Yes |
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 |
Access |
Mandatory |
|---|---|---|
| Create Sales Invoices or Credit Notes from Billing Documents | Enabled | Yes |