Data authorization requirements for Invoicing

This table lists the Invoicing, Financials, Business Partner, and Item authorization for the tasks that are considered as a part of the Invoicing processes.

Note

Only the other (secondary) attributes are listed in this table.

Authorized Roles	Tasks	Secondary Attribute/Other Attribute	Permissions
Billing Analyst	Creates manual sales invoices	Manual Sales Invoice Financial Company Enterprise Unit Department Area Internal Sales Representative Other Attribute: Ledger Accounts Parent Account Dimension (1-12) Parent Dimension Responsible Employee GL-Code Business Partner Item	An employee can view all assigned manual sales invoices. An employee can only create or modify manual sales invoices for which the employee is assigned the modify-permission. The employee can view and use assigned ledger accounts. The employee can view and use assigned dimension. The employee can view and use assigned GL-codes. The employee can view and use assigned business partner. The employee can view and use assigned items.
	Maintains billable lines	Billable Line Financial Company Enterprise Unit Department Contract Project Line of Business Area Internal Sales Representative Other Attribute: Business Partner	An employee can view all assigned billable lines. An employee can modify only billable lines with modify-permission.
	Confirms billable lines	Billable Line Financial Company Enterprise Unit Department Contract Project Line of Business Area Internal Sales Representative Other Attribute: Business Partner	An employee can view all assigned business partners. An employee can view all assigned billable lines. An employee can only confirm billable assigned billable lines. An employee can confirm only billable lines with at least use-permission.
	Creates invoicing batches	Billable Line Financial Company Enterprise Unit Department Contract Project Line of Business Area Internal Sales Representative Other Attribute: Business Partner	When creating invoicing batches, the employee can view and use and assigned billable lines. The employee can view and use assigned business partners.
	Composing and Printing	Billable Line Financial Company Enterprise Unit Department Contract Project Line of Business Area Internal Sales Representative Other Attribute: Business Partner	An employee can only compose and print billable lines with use-permission. The employee can only compose and print billable lines for business partners with use-permission.
	Posts invoices	Invoice Financial Company Enterprise Unit Department Contract Project Line of Business Area Internal Sales Representative Other Attribute: Business Partner	An employee can only post invoices with use-permission. The employee can only post invoices for business partners with use-permission.
	Reprints invoices	Invoice Financial Company Enterprise Unit Department Contract Project Line of Business Area Internal Sales Representative Other Attribute: Business Partner Sales Contract	An employee can only reprint invoices with view-permission. The employee can view assigned business partners. The employee can view assigned Sales Contracts.
	Views and analyzes sales invoices	Invoice Financial Company Enterprise Unit Department Contract Project Line of Business Area Internal Sales Representative Other Attribute: Business Partner	An employee can only view assigned invoices. The employee can view assigned business partners.
	Credits and rebills invoices	Invoice Financial Company Enterprise Unit Department Contract Project Line of Business Area Internal Sales Representative Transaction Type Billable Line Financial Company Enterprise Unit Department Contract Project Line of Business Area Internal Sales Representative Other Attribute: Business Partner	An employee can view all assigned invoices. An employee can only credit and rebill invoices for which the employee has use-permission. The employee can only create a rebilled invoice for assigned billable lines with use-permission. The employee can view and use assigned business partners.
	Creates credit invoice line	Invoice Financial Company Enterprise Unit Department Contract Project Line of Business Area Internal Sales Representative Transaction Type Other Attribute: Business Partner	An employee can view all assigned invoices. An employee can only credit invoices for which the employee has use-permission. The employee can view and use assigned business partners.
Contract Manager / Sales Support Administrator	Confirms billable lines	Billable Line Financial Company Enterprise Unit Department Contract Project Line of Business Area Internal Sales Representative Other Attribute: Business Partner	An employee can view all assigned business partners. An employee can view all assigned billable lines. An employee can only confirm billable assigned billable lines. An employee can confirm only billable lines with at least use-permission.
	Composing and Printing	Billable Line Financial Company Enterprise Unit Department Contract Project Line of Business Area Internal Sales Representative Other Attribute: Business Partner	An employee can only compose and print billable lines with use-permission. The employee can only compose and print billable lines for business partners with use-permission.
	Reprints invoices	Invoice Financial Company Enterprise Unit Department Contract Project Line of Business Area Internal Sales Representative Transaction Type Other Attribute: Business Partner Sales Contract	An employee can only reprint invoices with view-permission. The employee can view assigned business partners. The employee view assigned Sales Contracts.
	Views and analyzes sales invoices	Invoice Financial Company Enterprise Unit Department Contract Project Line of Business Area Internal Sales Representative Transaction Type Other Attribute: Business Partner	An employee can only view assigned invoices. The employee view assigned business partners.
Accountant	Posts invoices		An accountant must be able to post all invoices created for the financial companies assigned to the employee.