Permissions for the Payable Invoice Expense Line Items to Miscellaneous Adjustments
These permissions are for running the Payable Invoice Expense Line Items to Miscellaneous Adjustments flow.
Object Permissions
The following object permissions are relevant.
|
Object |
Access |
Mandatory |
|---|---|---|
| Payable Invoice | Read | Yes |
| Payable Invoice Expense Line Item |
Read Edit View All |
View All access is only required if the payable invoice expense line item was created by another user. |
| 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. |
| Project | Read |
[Optional] Only required to view the project that the miscellaneous adjustment will be created for. |
Tab Access
The following tab access is required.
|
Tab |
Access |
Mandatory |
|---|---|---|
| Payable Invoice Expense Line Item | Available | Required to access the Payable Invoice Expense Line Item 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.
|
Object |
Field |
Access |
Mandatory |
|---|---|---|---|
| Payable Invoice Expense Line Item | Automatically Pass to PSA |
Read Edit |
[Optional] Required to use the Automatically Pass to PSA functionality with the default configuration. For more information, see How Does the Automatically Pass to PSA Functionality Work? |
| Pass to PSA |
Read Edit |
[Optional] Only required to mark the line item as eligible for creating a miscellaneous adjustment. |
|
| Project |
Read Edit |
[Optional] Only required to select the project that the miscellaneous adjustment will be created for. |
|
| Recharge Customer |
Read Edit |
[Optional] Only required to select whether an additional miscellaneous adjustment is created with the "Pass-Through Ready-to-Bill Revenue" transaction category. For more information, see Payable Invoice Expense Line Items to Miscellaneous Adjustments. | |
| 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 |
Mandatory |
|---|---|---|
| ffpsai.DocumentConversionController | Enabled | Required to run the flow from the Payable Invoice Expense Line Item record page using the Create Miscellaneous Adjustment 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 |
Mandatory |
|---|---|---|
| ffpsai.convertpIexpenselinestomiscadjs | Enabled | Required to run the flow using the Create Miscellaneous Adjustments list button. |
| ffpsai.convertpIexpenselinestomiscadjsHelp | Enabled | Required to access the relevant help link when running the flow using the Create Miscellaneous Adjustments list button. |
Custom Permissions
The following custom permission is required.
|
Custom Permission |
Access |
Mandatory |
|---|---|---|
| ffpsai.Create Miscellaneous Adjustments from Payable Invoice Expense Line Items | Enabled | Yes |