Anonim
How to set different creation permissions for profoma invoices and invoices
Hello, the after-sales role I created has permission to create profoma invoices, but not invoices. How should I set it up? I think the permissions for profoma invoices and invoices on the interface must be consistent. How can I set inconsistent permissions?
Réponse principale
Ludovic
20/10/2023 15:18
Hello,
Indeed, within the privileges, the billing documents are divided into 2 parts: Accounting and non-accounting documents.
- Accounting Documents - can List/Search/Export/Print/Create/Modify/Delete accounting documents (Invoices, Deposit and Balance Invoices, Credit Invoices)
- Non-accounting documents - can List / Search / Export / Print / Create / Modify / Delete non-accounting documents (Quotes, Purchase orders, Intervention orders, Proforma)</small>