Page History

2021 Jan 7 meeting with Ann Crowley - Ann thought the following would be appropriate for all the FBO staff in her suite.  I created a set called Account Fund Manager (with ab18 appended for now).

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• Finance: Create allocations
• Finance: Create transfers
• Finance: View groups, ledgers, funds, budgets and fiscal yearsExecute fiscal year rollover
• Finance: Manually release encumbrance
• Finance: View, edit, create fiscal year
• Finance: View, edit, create fund and budget
• Finance: View, edit, create group
• Finance: View, edit, create ledger
• Finance: View, edit, delete fund and budget
• Inventory: View instances, holdings, and items
• Invoice: Approve invoices
• Invoice: Can view, edit and create new Invoices and Invoice lines
• Invoice: Can view, edit and delete Invoices and Invoice lines all permissions for Create, View, Edit and Delete invoiceInvoice: Approve invoice
• Invoice: Download batch file from invoice record
• Invoice: Pay invoiceinvoices
• Orders: Update encumbrances
• Orders: View order lines
• Orders: View orders
• Organizations: View, edit, createUI: invoice module is enabled
• Settings (Finance): View, edit, create, delete

Ann's team states for Invoice: "we need to be able to create, view and edit – but not delete".  In Honeysuckle that level of permission does not exist.  Ann followed up with Dennis Bridges who says that delete will be broken out in the next release.

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