SCIS Clerk
Employees entering transactions in SCIS, must use the SCIS Clerk role, or a role configured using the SCIS Clerk role as a template. Removing any permissions that are already configured on an SCIS role can prevent employees from performing basic tasks.
Role-Based Permissions for SCIS Clerk
The following table includes a list of permissions required on the SCIS Clerk role. If you use a custom role, go to Setup > Manage Roles, and verify the role you use for SCIS includes all of the following permissions.
Permission Type |
Permission |
Level |
---|---|---|
Transactions |
||
|
Access Payment Audit Log |
View |
|
Cash Sale |
Edit |
|
Credit Memo |
Edit |
|
Customer Deposit |
Edit |
|
Customer Payment |
Edit |
|
Customer Refund |
Edit |
|
Find Transaction |
View |
|
Fulfill Orders |
Edit |
|
Fulfillment Request |
Full |
|
Invoice |
Edit |
|
Invoice Approval |
Edit |
|
Item Fulfillment |
Edit |
|
Sales Order |
Edit |
|
Sales Order Approval |
Edit |
|
Estimate |
Edit |
|
SCIS Closing Drawer
Note:
Required for Advanced Cash Drawer Management. |
Create |
|
SCIS Opening Drawer
Note:
Required for Advanced Cash Drawer Management. |
Create |
|
Store Pickup Fulfillment |
Full |
|
View Payment Results Previews |
View |
Lists |
||
|
Accounts |
Full |
|
Currency
Note:
This is required for using Multiple Currencies. |
View |
|
Custom Record Entries |
View |
|
Customers |
Edit |
|
Documents and Files |
Create |
|
Employee Record |
Full |
|
Employees |
View |
|
Items |
View |
|
Locations |
Edit |
|
Notes Tab |
Full |
|
Perform Search |
View |
|
Phone Calls |
View |
|
Promotion |
View |
|
Shipping Items |
View |
|
Subsidiaries |
View |
Setup |
||
|
Accounting Lists |
View |
|
Custom Lists |
View |
|
Fulfillment Exception Reason |
Edit |
|
Set Up Company |
View |
|
SuiteScript |
View |
Custom Record |
||
|
SCIS Audit Log |
Create |
|
SCIS Cash Drawer |
Full |
|
SCIS Fallback Settings |
View |
|
SCIS Fallback Transactions |
View |
|
SCIS Location Distance |
View |
|
SCIS Mobile Device |
Create |
|
SCIS Shift |
Full |
|
SCIS User Setting |
Edit |