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Custom AR inquiry role creation for Billing and Receivables work area

edited Jul 16, 2024 5:49PM in Receivables & Collections 3 comments

Hi All,

I have a requirement to create customer AR inquiry role where the users can have read only access.

The requirement is users need to have access to "Manage auto invoice lines" and read only access for "Manage Transactions, manage customers, Review customer account details, review journal entries, manage receipts.

For this role creation, I have considered seeded role "Receivables inquiry" and created custom role by adding privileges such as manage billing activities, manage customers, Manage Receivables AutoInvoice Line and updated data security policies with read only access.

Then after assigning this role to a user I'm able to access "Manage data import" which is read and write. I'm also able to update customers site, accounts which should not be given. Also, I'm unable to see "Manage auto invoice lines". I have even cross checked that there is no auto import privileges enabled.

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