Roles and Permissions for Creating Philippines Transactions with Document Numbering

The following table lists the standard roles and their capability to create Philippines transactions with Document Numbering, for OneWorld.

Standard Role	Create Sales Invoice and Billing Statement	Create Official Receipt and Collection Receipt	Create Credit Memo
A/R Clerk	Yes	Yes	No
Accountant	Yes	Yes	Yes
Bookkeeper	Yes	Yes	Yes
CEO	Yes	Yes	Yes
CFO	Yes	Yes	Yes
Retail Clerk	Yes	Yes	Yes

For custom roles, the following table lists the minimum permissions you must grant them to create Philippines transactions with document numbering.

Create Sales Invoice and Billing Statement				Create Official Receipt and Collection Receipt				Create Credit Memo
Permissions		Level		Permissions		Level		Permissions		Level
Transactions				Transactions				Transactions
Invoice		Create		Customer Payment		Create		Credit Memo		Create
Find Transactions		View		Find Transactions		View		Find Transactions		View
				Invoice		View
Setup (For accounts without OneWorld)				Setup (For accounts without OneWorld)				Setup (For accounts without OneWorld)
Set Up Company		View		Set Up Company		View		Set Up Company		View

For more information, see Configuring Permissions by Editing the Role.

Related Topics

• Philippines Invoicing with SuiteTax
• Roles and Permissions for Philippines Invoicing with SuiteTax
• Roles and Permissions for Printing Philippines Transactions or Sending by Email
• Assigning Permissions to Set Up Philippines Localization
• Adding Philippines Localization SPA Permissions
• Updating the Permissions of Existing Roles
• Adding the Required Script Deployment for Philippines Localization (OneWorld Accounts)

General Notices