Permissions for the Billing Events to Sales Invoices or Credit Notes

These permissions are for running the Billing Events to Sales Invoices or Credit Notes flow.

Permission Control

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

Permissions
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 Permissions
Object	Access	Mandatory
Billing Event	Read	Yes
Billing Event	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?
Billing Event Item	Read	Yes
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.
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
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 a flow.

Field Permissions

The following field permissions are relevant.

Field Permissions
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.
Billing Event Item	Category	Read	Required to view the Billing Event Item category picklist field values. PSA – Accounting Connector uses this field to determine the value of the Services Product field for billing event items. For more information, see Billing Events to Sales Invoices or Credit Notes
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
Apex Class	Access	Mandatory
ffpsai.AdministrationSettingsController	Class	Class access for class AdministrationSettingsController. Required to display the PSA - Accounting Administration Settings Admin page.
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 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
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
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

Concepts

Billing Events to Sales Invoices or Credit Notes

Permission Sets and Other Technical Documentation

Tasks

Creating a Sales Invoice or Credit Note from a Single Billing Event

Creating Multiple Sales Invoices and Credit Notes from Billing Events

Creating Sales Invoices and Credit Notes from Billing Events Awaiting Release

Creating Sales Invoices and Credit Notes from Billing Events Awaiting Invoicing

Scheduling the Billing Events to Sales Invoices or Credit Notes Flow

Reverting Billing Data for Invoiced Billing Events

Reference

Billing Event Fields

Sales Credit Note Fields

Sales Invoice Fields

Permissions for the Billing Events to Sales Invoices or Credit Notes

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