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:

Assigned Apps

Enabled Apps

FX5.Field Ticketing

Object Settings

Tab Settings

The Credit Memo functionality in FieldFX has been deprecated. Contact your account representative for another solution.

Object Default Off/
Available
Default On/
Visible

Attachment Ext

Green Checkmark

Catalog Item

Green Checkmark

Chart of Accounts

Green Checkmark

Credit Memo

Green Checkmark

Credit Memo Applied

Green Checkmark

Credit Memo Item

Green Checkmark

Equipment

Green Checkmark

FX Form

Green Checkmark

Invoice

Green Checkmark

Invoice Item

Green Checkmark

Job

Green Checkmark

Payment

Green Checkmark

Payment Applied

Green Checkmark

Price Book

Green Checkmark

Price Book Item

Green Checkmark

Quote

Green Checkmark

Report Template

Green Checkmark

Status

Green Checkmark

Status Workflow

Green Checkmark

Ticket

Green Checkmark

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 Permissions

Object Read Create Edit Delete View All Modify All

Account

Green Checkmark

Green Checkmark

Green Checkmark

Attachment Ext

Green Checkmark

Green Checkmark

Green Checkmark

CatalogItemPriceBooks

Green Checkmark

Catalog Item

Green Checkmark

Green Checkmark

Green Checkmark

Chart of Accounts

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

Contact

Green Checkmark

Green Checkmark

Green Checkmark

Credit Memo

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

Credit Memo Applied

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

Credit Memo Item

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

Equipment

Green Checkmark

Green Checkmark

Green Checkmark

FX Form

Green Checkmark

Green Checkmark

Green Checkmark

Invoice

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

Invoice Item

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

Job

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

Job Contact

Green Checkmark

Green Checkmark

Green Checkmark

Payment

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

Payment Applied

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

Price Book

Green Checkmark

Green Checkmark

Green Checkmark

Price Book Assignment

Green Checkmark

Green Checkmark

Green Checkmark

Price Book Item

Green Checkmark

Green Checkmark

Green Checkmark

Quote

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

Quote Item

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

Report Template

Green Checkmark

Green Checkmark

Green Checkmark

Status

Green Checkmark

Green Checkmark

Green Checkmark

Status History

Green Checkmark

Green Checkmark

Green Checkmark

Status Workflow

Green Checkmark

Green Checkmark

Green Checkmark

Ticket

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

Ticket Item

Green Checkmark

Green Checkmark

Green Checkmark

Green Checkmark

Field Permissions

Object Read Edit

Account

Green Checkmark

Green Checkmark

Attachment Ext

Green Checkmark

Green Checkmark

CatalogItemPriceBooks

Green Checkmark

Catalog Item

Green Checkmark

Green Checkmark

Chart of Accounts

Green Checkmark

Green Checkmark

Contact

Green Checkmark

Green Checkmark

Credit Memo

Green Checkmark

Green Checkmark

Credit Memo Applied

Green Checkmark

Green Checkmark

Credit Memo Item

Green Checkmark

Green Checkmark

Equipment

Green Checkmark

Green Checkmark

FX Form

Green Checkmark

Green Checkmark

Invoice

Green Checkmark

Green Checkmark

Invoice Item

Green Checkmark

Green Checkmark

Job

Grant permissions for
the FX5__Quote2__c field.

Green Checkmark

Green Checkmark

Job Contact

Green Checkmark

Green Checkmark

Payment

Green Checkmark

Green Checkmark

Payment Applied

Green Checkmark

Green Checkmark

Price Book

Green Checkmark

Green Checkmark

Price Book Assignment

Green Checkmark

Green Checkmark

Price Book Item

Green Checkmark

Green Checkmark

Quote

Green Checkmark

Green Checkmark

Quote Item

Green Checkmark

Green Checkmark

Report Template

Green Checkmark

Green Checkmark

Status

Green Checkmark

Green Checkmark

Status History

Green Checkmark

Status Workflow

Green Checkmark

Green Checkmark

Ticket

Green Checkmark

Green Checkmark

Ticket Item

Green Checkmark

Green Checkmark

Apex Class Access

Enabled Apex Classes

All FX5 Apex classes

Visualforce Page Access

Enabled Visualforce Pages

All FX5 Visualforce pages

System Permissions

Permission Enabled

API Enabled

Green Checkmark

View Setup and Configuration

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