Electronic Invoicing Permissions and Access Levels
The following tables show the permissions and access levels for features provided by the Electronic Invoicing SuiteApp:
Administrator and Setup Tasks
Tasks or Functionality |
Role and Permission |
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By default, only the Administrator can create, edit, or delete e-document packages. All other roles can only view e-document packages. |
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By default, only the Administrator can create, edit, or delete e-document template records. All other roles can only view e-document template records. |
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Creating E-Document Sending Methods Creating a Custom Plug-in Implementation for Sending E-Documents |
By default, only the Administrator can create, edit, or delete e-document sending methods. All other roles can only view e-document sending methods. |
By default, only the Administrator can select a designated e-document sender. |
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Roles with access to customer and vendor and contact records can assign e-document packages to customer and vendor records. |
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By default, only the Administrator can create a custom plug-in for inbound e-document validation. |
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Processing E-Documents Automatically for Individual Transactions |
By default, only the Administrator can select the required E-Document Automation Type for a particular subsidiary. You can access the subsidiary under the Subsidiaries field group in the Electronic Invoicing Preferences page for OW accounts. In accounts without OneWorld, the E-Document Automation Type field can be set on the parent company in the Electronic Invoicing Preferences page. |
Outbound Processing Permissions and Access Levels
Tasks or Functionality |
Role and Permission |
---|---|
Roles with Edit or Full access to customer and vendor contact records can define e-document email recipients on customer or vendor records. |
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Setting Up Custom Roles to Send E-Documents Customizing Roles to Restrict E-Document Generation or Sending |
The Administrator can restrict the default permission of roles to generate or send outbound e-documents. |
Roles with minimum permission to view supported transaction records, can generate and regenerate e-documents for single transactions. An administrator can grant custom roles the permission to generate e-document for sending to customers and vendors. |
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Only the Administrator role can configure the script used to generate and regenerate e-documents in bulk. |
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Roles with minimum permission to view supported transaction records, can send and resend e-documents for single transactions. |
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The following roles can send and resend e-documents in bulk:
An administrator can grant custom roles the permission to send bulk e-documents. An administrator can grant custom roles the permission to send e-documents to customers/vendors. |
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Template and Sending Method Auto-selection For more information about Template and Sending Method Auto-selection, see Multi-subsidiary Support in the Outbound Process |
Roles with Edit or Full access to customer and vendor records can have access to template and sending method auto-selection feature. |
Inbound Processing Permissions and Access Levels
Tasks or Functionality |
Role and Permission |
---|---|
Setting Up Custom Roles that can Convert Inbound E-Documents |
Only the Administrator role can set the permission to perform conversion of inbound e-documents |
The following roles can upload inbound e-documents manually:
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Converting Individual Inbound E-Documents into Vendor Bills Converting an Inbound E-Document Without a Purchase Order Number Converting Individual Inbound E-Documents into Vendor Credits |
The following roles can convert inbound e-documents into transaction records:
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Converting Failed Inbound E-Documents Deploying Automatic Bulk Conversion Script for Inbound E-Documents |
The following roles can convert inbound e-documents into transaction records in bulk:
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The following roles can cancel inbound e-documents:
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Only the Administrator role can designate an employee or group of employees who will receive the email notification upon completion of batch conversion. |
Vendor Credit or Bill Credit Permissions and Access Levels
Descriptions |
Required Minimum Permissions |
Access Levels |
For Custom roles that can only create Vendor Credit or Bill Credit transactions but do not perform any electronic invoicing tasks. |
E-document sending method > Custom Record subtab |
View |
Perform search > List subtab |
View |
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For Custom roles that can view or edit Vendor Credit or Bill Credit transactions but do not perform any electronic invoicing tasks. |
E-document sending method > Custom Record subtab |
View |
E-document templates > Custom Record subtab |
View |
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Perform search > List subtab |
view |
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For custom Roles that can create, edit or view Vendor Credit or Bill Credit transactions and also perform the following electronic invoicing tasks:
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E-document sending method > Custom Records subtab |
View |
E-document templates > Custom Records subtab |
View |
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E-document audit trail > Custom Records subtab |
Full/Edit |
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Setup Company > Setup subtab |
View |
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Vendor record > List subtab |
View |
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Perform Search > List subtab |
View |
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Find transaction > Transaction subtab |
View |