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How to add Invoice Summary permission to Sales Role with Sales Center Type?

edited Jun 2, 2025 2:34PM in Ask A Guru 11 comments

Hi Guru and everyone.

I have created one customized role based on sales center.

However by this role setting test user with this role can not see the invoice summary no matter what.

On the other hand I have created another role based on finance center.

It is ok. Is there any way to create a role with sales center to access summary invoice?

Am I missing some setting?

I have checked all role setting Roles and Permissions for Using Japanese Invoicing

(ID 43147）

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