Required Permissions for Roles that Create Purchase Transactions Subject to Deductible Tax

To ensure that deductible tax calculation for purchase transactions works and is accurate, you must add some permissions to the roles, with Japan subsidiary, that can create purchase orders, vendor bills, and vendor credits. Standard or custom roles should be granted View access permissions to Tax Records and Vendors.

To add required permissions to roles that can create purchase transactions subject to deductible tax:

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

2. Edit or customize the Role of the user that can create purchase transactions.

3. On the Permissions subtab, click the Lists subtab.

4. Add Tax Records and Vendors. Select View access level for both.

5. Click Save.

If you have employees in the Employee Center that can create purchase transactions, you should also configure their Employee records to enable the enhancement.

To add required permissions to Employee Center roles that can create purchase transactions subject to deductible tax:

1. Go to Setup > Company > Enable Features, and then click the Employees subtab.

2. Under the Permissions section, ensure that the Global Permissions box is checked.

   Click Save if you checked the box.

   Important:

   The administrator must consider the company’s access control policy in granting Global Permissions to employees, because this may give them access to some features that they should not access.

3. Go to Lists > Employees > Employees. Edit or customize the Employee record that can create purchase transactions.

4. On the Access subtab, click the Global Permissions subtab.

5. Add Tax Records and Vendors. Select View access level for both.

6. (Optional) Depending on your company’s access control policy, you can do one of the following:

   • For OneWorld, add Subsidiaries, and select View access level.

   • For accounts without OneWorld, add Set Up Company, and select Full access level.

7. Click Save.

General Notices