1. Order Management
  2. Billing and Invoices
  3. Electronic Invoicing
  4. Electronic Invoicing Administrator Guide
  5. Setting Up Custom Roles to Send E-Documents

Setting Up Custom Roles to Send E-Documents

The following standard roles can send and re-send e-documents in bulk:

An administrator can give custom roles access to the bulk sending feature. The following conditions must be met to enable a custom role to send e-documents in bulk:

To grant custom roles access and permissions to send e-documents:

  1. Add the custom roles to the script audience by performing the following steps:.

    1. Go to Customization > Scripting > Script Deployments.

    2. Click the Edit link of the script named Outbound E-Invoicing Form SU.

    3. On the Audience subtab, in the Roles field, select the custom roles that you want to give access to.

    4. Click Save.

  2. Add the required permissions to custom roles by performing the following steps:

    1. Go to Setup > Users/Roles > Manage Roles.

    2. Click the Edit link of the custom role that you want to modify.

    3. Add permission to edit transaction types:

      1. On the Permissions subtab, go to the Transactions subtab.

      2. In the Permission column, on a blank row, select a transaction type.

      3. In the Level column, select Edit.

      4. Click Add to add the row.

      5. Add other transaction types that the custom role must have access to.

    4. Add permission to edit the custom record used for bulk sending:

      1. On the Permissions subtab, go to the Custom Record subtab.

      2. In the Record column, on a blank row, select Add E-Document Sending Batch.

      3. In the Level column, select Edit.

      4. In the Restrict column, select Editing Only.

      5. Click Add to add the row.

    5. Click Save to save the changes to the custom role.

Related Topics

General Notices