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Administrator Guide
Last Updated: 2023-06-23
Set Up Security for Credit and Rebill Invoices

Set Up Security for Credit and Rebill Invoices

To use the credit and rebill feature, you'll need to define the security groups that can create both invoices and invoice adjustments.
  1. Access the
    Edit Business Process Security Policy
     task for the
    Customer Invoice Event
     business process.
    You can access this task from the related actions menu of the business process.
  2. Add security groups to the
    Create Credit and Rebill
    Initiating Action
     in the
    Who Can Start the Business Process
     section.
  3. Access the
    Activate Pending Security Policy Changes
     task.
  4. Enter a description of the change you made and confirm the change on the subsequent page.
Users now have access to the
Create Credit and Rebill
 task.