FX Invoicing Minimum Permissions
Here are the minimum permissions required to use the FX Invoicing module.
FieldFX Back Office
Grant the following permissions to office-based users:
Object Settings → Tab Settings
| Object | Default Off/Available | Default On/Visible |
|---|---|---|
Attachment Ext |
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Catalog Item |
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Chart of Accounts |
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Credit Memo |
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Credit Memo Applied |
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Credit Memo Item |
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Equipment |
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FX Form |
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Invoice |
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Invoice Item |
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Job |
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Payment |
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Payment Applied |
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Price Book |
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Price Book Item |
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Quote |
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Report Template |
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Status |
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Status Workflow |
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Ticket |
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Object Settings → Record Type Assignments
| Object | Assigned Record Types |
|---|---|
Account |
Applicable record types |
Catalog Item |
Applicable record types |
Contact |
Applicable record types |
Equipment |
Applicable record types |
FX Form |
Applicable record types |
Invoice |
Applicable record types |
Invoice Item |
Applicable record types |
Job |
Applicable record types |
Price Book |
Applicable record types |
Price Book Item |
Applicable record types |
Quote |
Quote |
Quote Item |
Applicable record types |
Status |
Job & Ticket |
Ticket |
Applicable record types |
Ticket Item |
Applicable record types |
Object Settings → Object Permissions
| Object | Read | Create | Edit | Delete | View All | Modify All |
|---|---|---|---|---|---|---|
Account |
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Attachment Ext |
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CatalogItemPriceBooks |
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Catalog Item |
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Chart of Accounts |
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Contact |
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Credit Memo |
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Credit Memo Applied |
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Credit Memo Item |
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Equipment |
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FX Form |
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Invoice |
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Invoice Item |
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Job |
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Job Contact |
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Payment |
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Payment Applied |
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Price Book |
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Price Book Assignment |
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Price Book Item |
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Quote |
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Quote Item |
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Report Template |
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Status |
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Status History |
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Status Workflow |
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Ticket |
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Ticket Item |
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Object Settings → Field Permissions
| Object | Read | Edit |
|---|---|---|
Account |
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Attachment Ext |
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CatalogItemPriceBooks |
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Catalog Item |
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Chart of Accounts |
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Contact |
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Credit Memo |
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Credit Memo Applied |
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Credit Memo Item |
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Equipment |
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FX Form |
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Invoice |
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Invoice Item |
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Job [1] |
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Job Contact |
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Payment |
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Payment Applied |
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Price Book |
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Price Book Assignment |
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Price Book Item |
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Quote |
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Quote Item |
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Report Template |
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Status |
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Status History |
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Status Workflow |
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Ticket |
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Ticket Item |
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FX5__Quote2__c field.