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
Creating E-Document Packages	By default, only the Administrator can create, edit, or delete e-document packages. All other roles can only view e-document packages.
Creating E-Document Templates	By default, only the Administrator can create, edit, or delete e-document template records. All other roles can only view e-document template records.
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.
Selecting a Designated E-Document Sender	By default, only the Administrator can select a designated e-document sender.
Assigning E-Document Packages to Customer or Vendor Records	Roles with access to customer and vendor and contact records can assign e-document packages to customer and vendor records.
Creating a Custom Plug-in for Inbound E-Document Validation	By default, only the Administrator can create a custom plug-in for inbound e-document validation.
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
Defining E-Document Email Recipients	Roles with Edit or Full access to customer and vendor contact records can define e-document email recipients on customer or vendor records.
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.
Generating E-Documents for Single Transactions Regenerating E-Documents for Single Transactions	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.
Deploying the Bulk Generation Script for E-Documents	Only the Administrator role can configure the script used to generate and regenerate e-documents in bulk.
Sending the E-Document of a Single Transaction Resending the E-Document of a Single Transaction	Roles with minimum permission to view supported transaction records, can send and resend e-documents for single transactions.
Setting Up Custom Roles to Send E-Documents Resending E-Documents in Bulk	The following roles can send and resend e-documents in bulk: A/P Clerk A/R Clerk Accountant Administrator Bookkeeper CFO 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.
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
Uploading Received XML Files as Inbound E-Documents	The following roles can upload inbound e-documents manually: A/P Clerk A/R Clerk Accountant Bookkeeper CFO Administrator Custom Roles (with permission)
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: A/P Clerk A/R Clerk Accountant CFO Administrator Custom Roles (with permission)
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: A/P Clerk A/R Clerk Accountant Bookkeeper Buyer CFO Administrator Custom Roles (with permission)
Canceling Inbound E-Documents	The following roles can cancel inbound e-documents: A/P Clerk A/R Clerk Accountant Bookkeeper Buyer CFO Administrator Custom Roles (with permission)
Step 4 of Prerequisites for Using Electronic Invoicing	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
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
	Perform search > List subtab	view
For custom Roles that can create, edit or view Vendor Credit or Bill Credit transactions and also perform the following electronic invoicing tasks: Allow manual generation of E-documents Allow sending of E-documents for certification Allow sending of E-documents Allow manual update of network status	E-document sending method > Custom Records subtab	View
	E-document templates > Custom Records subtab	View
	E-document audit trail > Custom Records subtab	Full/Edit
	Setup Company > Setup subtab	View
	Vendor record > List subtab	View
	Perform Search > List subtab	View
	Find transaction > Transaction subtab	View

Related Topics

Electronic Invoicing Overview

E-Document Audit Trail and Statuses

Electronic Invoicing SuiteApp Availability and License Client

Electronic Invoicing Limitations and Best Practices

General Notices