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Show Invoices panel on Account not working for Sales Representative (works for Sales Administrator)

Summary:

Hi all,

We implemented “Show Account Invoices to the Sales Team” following this doc:

Issue: The Invoices panel works for our Sales Administrator user but not for a Sales Representative user. The rep sees the panel empty on the same account.

Environment: Release [26 C], Redwood Sales UI, non-production environment refreshed from production.

What we configured per the doc:

  • Show Invoices enabled in Smart Actions, and the panel is visible on the account foldout for the admin
  • Added AR_VIEW_RECEIVABLES_INVOICE_PRIV to the Sales Representative role
  • Added ORA_AR_ACCOUNTS_RECEIVABLE_SPECIALIST_JOB and ORA_AR_ACCOUNTS_RECEIVABLE_MANAGER_JOB

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