Requirement
This task involves several steps to ensure the correct permissions and functionalities for the financial role in handling Intercompany Invoices, particularly for the subsidiary LOC-Aberdeen.
The task includes modifications to navigation, permissions, bulk approval page, invoice editing options, and printed invoice details.
Navigation Setup:
Ensure that users with the financial administrator role can access Non-IC Billable records via:
Setup > Custom Records > Intercompany Invoice.
Permission Issues:
Investigate and resolve the issue where users with permissions for the subsidiary LOC-Aberdeen can see invoices on the Intercompany Bulk Approval page but not on the Intercompany Invoice list page.
Adjust permissions to ensure visibility of the correct invoices on both pages.
Bulk Approval Page:
Remove standalone non-project invoices from the Intercompany Bulk Approval page.
Standalone Project Invoice Editing:
- Modify the standalone project invoice page to:
- Remove the “Edit” button.
- Display only the “Approve” button.
- Ensure that clicking the “Approve” button does not open the old suitelet page.
- Provide functionality to approve and create a journal entry directly from the current page without needing to edit IC Billable item entries.
Test Case link – AQB-4115.xlsx