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 Role 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.
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