Setting Up Custom Roles that can Convert Inbound E-Documents

To grant a role the permission to convert inbound e-documents into transaction records:

1. Set up the permission. Go to Setup > Users/Roles > User Management > Manage Roles. Select the role you want to grant permission to and click its Customize link. On the Role page, do the following:

   • On the Custom Record subtab, do the following:

     • In the Inbound E-Documents row, click the entry in the Level column. Select Edit.

     • In the E-Document Audit Trail row, click the entry in the Level column. Select Edit.

   • On the Transactions subtab, do the following:

     • In the Bills row, click the entry in the Level column. Select Full.

     • In the Purchase Order row, click the entry in the Level column. Select View.

   • On the Lists subtab, do the following:

     • In the Vendors row, click the entry in the Level column. Select View.

     • In the Customers row, click the entry in the Level column. Select View.

     • In the Perform Search row, click the entry in the Level column. Select View.

     • In the Documents and Files row, click the entry in the Level column. Select View.

   • Click Save.

2. Make the Convert button visible to the roles with permission to perform e-document conversion. To do so, the inbound e-document script deployment must be enabled. Go to Customization > Scripting > Script Deployments. On the Script Deployments page, do the following:

   • Click the Edit link of the script customdeploy_edoc_ue_inbound, E-Document Inbound UE.

   • On the Audience subtab, select the roles that the script will execute for. To select multiple roles, press and hold down the Ctrl key while selecting the roles.

   • Click Save.

     For more information about associating a role with script deployment, see Executing Scripts Using a Specific Role.

3. Assign the role with the permission to perform inbound conversion, to employees. See Assigning Roles to an Employee.

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