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
- 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.
|
| - Billable Line
- Financial Company
- Enterprise Unit
- Department
- Contract
- Project
- Line of Business
- Area
- Internal Sales Representative
Other Attribute: | - An employee can view all assigned billable
lines.
- An employee can modify only billable lines with
modify-permission.
|
| - Billable Line
- Financial Company
- Enterprise Unit
- Department
- Contract
- Project
- Line of Business
- Area
- Internal Sales Representative
Other Attribute: | - 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: | - When creating invoicing batches, the employee can view
and use and assigned billable lines.
- The employee can view and use assigned business
partners.
|
| - Billable Line
- Financial Company
- Enterprise Unit
- Department
- Contract
- Project
- Line of Business
- Area
- Internal Sales Representative
Other Attribute: | - 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.
|
| - Invoice
- Financial Company
- Enterprise Unit
- Department
- Contract
- Project
- Line of Business
- Area
- Internal Sales Representative
Other Attribute: | - An employee can only post invoices with
use-permission.
- The employee can only post invoices for business
partners with use-permission.
|
| - 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: | - 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: | - 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: | - 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 | | - Billable Line
- Financial Company
- Enterprise Unit
- Department
- Contract
- Project
- Line of Business
- Area
- Internal Sales Representative
Other Attribute: | - 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.
|
| - Billable Line
- Financial Company
- Enterprise Unit
- Department
- Contract
- Project
- Line of Business
- Area
- Internal Sales Representative
Other Attribute: | - 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.
|
| - 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: | - An employee can only view assigned invoices.
- The employee view assigned business partners.
|
Accountant | | | - An accountant must be able to post all invoices created
for the financial companies assigned to the employee.
|