Wednesday, October 17, 2018

Set of Permissions for Bill Sales Orders

If Advanced Shipping feature is enabled in Setup > Company > Enable Features > Transactions tab, the role must have the following set of permissions added in the Permissions > Transactions:

1) Invoice and/or Cash Sale with at least Edit level of access.
2) Bill Sales Orders with at least Edit level of access.

If Advanced Shipping feature is not enabled, the role must have the following set of permissions added in the Permissions > Transactions:

1) Invoice and/or Cash Sale with at least Edit level of access
2) Fulfill Orders with at least Edit level of access.

Note:

To view the status of the sales orders that were billed in bulk in Transactions > Sales > Bill Sales Orders > Status, the role must have the permission Lists > Perform Search with at least View level of access.

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