Roles that can View and Set up Sales Order Renewal

These roles have default access to sales order records will be able to view and configure the Sales Order Renewal custom form:

• A/R Clerk

• Accountant

• Accountant (Reviewer)

• Bookkeeper

• CEO

• CEO (Hands off)

• CFO

• Customer Center

• Retail Clerk

• Retail Clerk (Web Services Only)

• Revenue Accountant

• Revenue Manager

• Sales Administrator

• Sales Manager

• Sales Person

• Sales Vice President

• Specialized User: CRM

• Specialized User: WMS

• Store Manager

General Notices