Show Invoices panel on Account not working for Sales Representative (works for Sales Administrator)
in Sales
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_PRIVto the Sales Representative role - Added
ORA_AR_ACCOUNTS_RECEIVABLE_SPECIALIST_JOBandORA_AR_ACCOUNTS_RECEIVABLE_MANAGER_JOB
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