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Error when trying to print customer invoice

  • February 9, 2023
  • 2 replies
  • 247 views

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I am having trouble finding he correct projection to resolve this error?  I comes when I am trying to print a customer invoice from Sales>Invoicing>Customer Invoice.  I select he Share button and then Print invoice.

 

Best answer by Furkan Zengin

Hello

You need to add the report to permission set. Find the permission set you want to grant access.

Go to projections and click add button. Find the report by description. See sample for instant invoice below. Select the report and click OK at the bottom.

After granting access, go to refresh server cache for security.

Hope this helps

 

 

 

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2 replies

Furkan Zengin
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • 737 replies
  • Answer
  • February 9, 2023

Hello

You need to add the report to permission set. Find the permission set you want to grant access.

Go to projections and click add button. Find the report by description. See sample for instant invoice below. Select the report and click OK at the bottom.

After granting access, go to refresh server cache for security.

Hope this helps

 

 

 


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  • Author
  • Do Gooder (Partner)
  • 18 replies
  • February 9, 2023

@gumabs Thank you!  I also noticed the project is the name of the report without the underscores, but the description search seems to be easier.


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