Customer Billing Individual Action Level Security Authorities

Customer Billing application individual action level security authorities are available for invoices, orders, and manual charges actions in the Customer Billing application.

Individual action level security authorities control what individual actions (menu options) are visible and, therefore, control what actions can be performed by the user. Include the security authorities for actions you want the user to perform and exclude the security authorities you want to prevent users from performing.

These security authorities are included in the predefined GTV UI Full Access Role

NOTE: To enable invoice actions without full-access security authorities you also need to assign a user one of the following read-only security authorities and then include the individual action level security authority:

  • Customer Billing — Read-only Access

  • Customer Billing — Read-only Access to the Customer Management Area

These security authorities can be filtered by selecting the GTV UI checkbox in the Assign Authorities window. They can also be filtered by either Individual or Aggregate. Refer to Add Authority Level to a Role for more information about this window.

Filter Security Role by GTV UI

Assign Authorities Window

The following table lists the individual action level security authorities for the Customer Billing application

Customer Billing Individual Action Level Security Authorities
Security Authority Name Description Authority Type
Customer Billing — Invoices — Edit Invoice

Edit action is visible to the user under the Actions column of the list of invoices in a billing account.

Edit action is visible to the user under the Invoice drop-down menu of a selected invoice.

Individual
Customer Billing — Invoices — Reverse Invoice

Reverse Invoice action is visible to the user under the Actions column of the list of invoices in a billing account.

Reverse Invoice action is visible to the user under the Invoice drop-down menu of an invoice.

Individual
Customer Billing — Invoices — Reissue Invoice

Reissue Invoice action is visible to the user under the Actions column of the list of invoices in a billing account.

Reissue Invoice action is visible to the user under the Invoice drop-down menu of an invoice.

Individual
Customer Billing — Invoices — Resend Invoice

Resend Invoice action is visible to the user under the Actions column of the list of invoices in a billing account.

Resend Invoice action is visible to the user under the Invoice drop-down menu of an invoice.

Individual
Customer Billing — Invoices — Regenerate PDF Invoices

Regenerate PDF action is visible to the user under the Actions column of the list of invoices in a billing account.

Regenerate PDF action is visible to the user under the Invoice drop-down menu of an invoice.

Individual
Customer Billing — Invoices — Pay Invoice

Pay Invoice action is visible to the user under the Actions column of the list of invoices in a billing account.

Pay Invoice action is visible to the user under the Invoice drop-down menu of an invoice.

Individual
Customer Billing — Invoices — Adjust Invoice

Adjust Invoice action is visible to the user under the Actions column of the list of invoices in a billing account.

Adjust Invoice action is visible to the user under the Invoice drop-down menu of an invoice.

Individual
Customer Billing — Invoices — Create Manual Invoice Create Manual Invoice action is visible to the user in the Account drop-down menu.

Individual
Customer Billing — Invoices — Edit Draft Manual Invoice

Edit Draft Invoice action is visible to the user under the Actions column of the list of invoices in a billing account.

Edit Draft Invoice action is visible to the user under the Invoice drop-down menu of an invoice.

Individual
Customer Billing — Invoices — Delete Draft Manual Invoice

Delete Draft Invoice action is visible to the user under the Actions column of the list of invoices in a billing account.

Delete Draft Invoice action is visible to the user under the Invoice drop-down menu of an invoice.

Individual
Customer Billing - Invoices - Create Manual Charge

Create Manual Charge action is visible to the user when viewing Invoice Item Charges.

Individual
Customer Billing - Invoices - Post Manual Charge

Post button is visible in the Create Manual Charge window.

Individual
Customer Billing - Manual Charge - Delete Manual Charge

Delete Manual Charge action is visible in the Actions menu on the Manual Charges window.

Delete delete icon icon is visible on the Manual Charges Details window for a Draft manual charge.

Individual
Customer Billing - Manual Charge - Edit Manual Charge

Edit Manual Charge action is visible in the Actions menu on the Manual Charges window.

Edit edit icon icon is visible on the Manual Charges Details window for a manual charge.

Individual
Customer Billing - Manual Charge - Post Manual Charge

Post Manual Charge action is visible in the Actions menu on the Manual Charges window.

Post Manual Charge action is visible in the actions menu iconmenu on the Manual Charges Details window for a manual charge.

Individual

Customer Billing – Orders – Add Order Item

Ability to add order items to orders in the Customer Billing application.

Individual

Customer Billing – Orders – Approve Order Header

Ability to approve the order header in an order in the Customer Billing application (Customers module).

Individual

Customer Billing – Orders – Approve Order Item

Ability to approve an order item in an order in the Customer Billing application (CCustomers module).

Individual

Customer Billing – Orders – Configure Order Item

Ability to configure an order item in an order in the Customer Billing application (CCustomers module).

Individual

Customer Billing – Orders – Confirm Order

Ability to confirm a Draft order in the Customer Billing application (Customers module).

Individual

Customer Billing – Orders – Create Order

Ability to create draft orders in the Customer Billing application (Customers module).

Individual

Customer Billing – Orders – Delete Order Item

Ability to delete an order item from an order in the Customer Billing application (Customers module).

Individual

Customer Billing – Orders – Deny Order Header

Ability to deny the order header in an order in the Customer Billing application (Customers module).

Individual

Customer Billing – Orders – Deny Order Item

Ability to deny an order item in an order in the Customer Billing application (Customers module).

Individual

Customer Billing – Orders – Edit Order

Ability to edit an order in the Customer Billing application (Customers module).

Individual

Customer Billing – Orders – Send Email Receipt

Ability to send an email receipt for an order in the Customer Billing application (Customers module).

Individual

Customer Billing – Orders – Void Draft Order

Ability to void a draft order in the Customer Billing application (Customers module).

Individual

 

 

 

Topic updated: 11/2023.