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
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 |
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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 |
||
FX Form |
||
Invoice |
||
Invoice Item |
||
Job |
||
Payment |
||
Payment Applied |
||
Price Book |
||
Price Book Item |
||
Quote |
||
Report Template |
||
Status |
||
Status Workflow |
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Ticket |
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 |
||||||
Attachment Ext |
||||||
CatalogItemPriceBooks |
||||||
Catalog Item |
||||||
Chart of Accounts |
||||||
Contact |
||||||
Credit Memo |
||||||
Credit Memo Applied |
||||||
Credit Memo Item |
||||||
Equipment |
||||||
FX Form |
||||||
Invoice |
||||||
Invoice Item |
||||||
Job |
||||||
Job Contact |
||||||
Payment |
||||||
Payment Applied |
||||||
Price Book |
||||||
Price Book Assignment |
||||||
Price Book Item |
||||||
Quote |
||||||
Quote Item |
||||||
Report Template |
||||||
Status |
||||||
Status History |
||||||
Status Workflow |
||||||
Ticket |
||||||
Ticket Item |
Field Permissions
Object | Read | Edit | ||
---|---|---|---|---|
Account |
||||
Attachment Ext |
||||
CatalogItemPriceBooks |
||||
Catalog Item |
||||
Chart of Accounts |
||||
Contact |
||||
Credit Memo |
||||
Credit Memo Applied |
||||
Credit Memo Item |
||||
Equipment |
||||
FX Form |
||||
Invoice |
||||
Invoice Item |
||||
Job
|
||||
Job Contact |
||||
Payment |
||||
Payment Applied |
||||
Price Book |
||||
Price Book Assignment |
||||
Price Book Item |
||||
Quote |
||||
Quote Item |
||||
Report Template |
||||
Status |
||||
Status History |
||||
Status Workflow |
||||
Ticket |
||||
Ticket Item |