Allowing sales representatives to create bills directly from vendor records can significantly streamline the purchasing workflow, improve accuracy in financial records, and strengthen vendor management.
Reasons a Sales Rep Might Need to Create a Bill from a Vendor Record:
- Direct Purchases for Vendor Orders – Simplifies the purchasing process.
- Expedited Processing – Reduces time by allowing immediate bill creation.
- Accountability and Record-Keeping – Ensures accurate and traceable financial records.
To grant access for creating a Bill record, ensure you add the “Financial History” permission within the custom role settings by navigating to Permissions > Lists.
