1. Country-Specific Features
  2. Japan Help Topics
  3. Japan Tax Topics
  4. Deductible Purchase Tax for Japan
  5. Required Permissions for Roles that Work on Transactions Subject to Deductible Tax

Required Permissions for Roles that Work on Transactions Subject to Deductible Tax

To ensure that deductible tax calculation works and is accurate, you must grant some permissions to the roles, with Japan subsidiary, that work on purchase orders, vendor bills, vendor credits, journal entries, or expense reports, which are subject to deductible tax. Standard or custom roles that work on purchase orders should be granted View access permissions to Tax Records and Vendors, and roles that work with journal entries and expense reports should be granted View permission to Tax Records only.

To grant permissions to roles that work on purchase transactions, journal entries, or expense reports:

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

  2. Edit or customize the Role of the user that works on purchase transactions, journal entries, or expense reports.

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

  4. Do one of the following:

    • If the role works with purchase transactions, add Tax Records and Vendors, and then select View access level for both.

    • If the role works with journal entries or expense reports, add Tax Records only, and then select View access level.

  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 grant permissions to Employee Center roles that work on purchase transactions, journal entries, or expense reports:

  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. Do one of the following:

    • If the role works with purchase transactions, add Tax Records and Vendors, and then select View access level for both.

    • If the role works with journal entries or expense reports, add Tax Records only, and then select View access level.

  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