The following permissions need to be granted for user profiles associated with users who will be working with Apttus Billing Management. If you do not grant these permissions, user may face issues while using and configuring Apttus Billing Management.


Please note that user roles and their access might differ during the actual implementation. The following table intends to give you a direction for granting user permissions.

Custom Object LayoutsFinance AdministratorFinance User
Account LocationDefaultDefault
OrderDefaultDefault
Account ContactsDefaultDefault
Custom Tab SettingsFinance AdministratorFinance User
Billing PreferenceDefault OnDefault On
AccountsDefault OnDefault On
ContactsDefault OnTab Hidden
Payment TermsDefault OnTab Hidden
Tax CodesDefault OffTab Hidden
Tax CertificatesDefault OnTab Hidden
ReportsDefault OffTab Hidden
Custom Object PermissionsFinance AdministratorFinance User

Asset Line Items

Read, Create, Edit, Delete, View All, Modify AllRead, Create
Asset Transaction HistoryRead, Create, Edit, Delete, View All, Modify AllRead
Asset Usage Price TiersRead, Create, Edit, Delete, View All, Modify AllRead, Create
Asset Usage Price Tier HistoryRead, Create, Edit, Delete, View All, Modify AllRead, Create
Billing ConsoleRead, Create, Edit, Delete, View All, Modify AllRead
Billing PlanRead, Create, Edit, Delete, View All, Modify AllRead, Create
Billing Plan ItemsRead, Create, Edit, Delete, View All, Modify AllRead, Create
Billing PreferencesRead, Create, Edit, Delete, View All, Modify AllRead, Create
Billing SchedulesRead,Delete, View All, Modify AllRead
Billing SettingsRead, Create, Edit, Delete, View All, Modify All
InvoicesRead, Create, Edit, Delete, View All, Modify AllRead, Create

Invoice Runs

Read, Create, Edit, Delete, View All, Modify AllRead, Create
Invoice Run ResultsRead, Create, Edit, Delete, View All, Modify AllRead, Create
Invoice Line ItemsRead, Create, Edit, Delete, View All, Modify AllRead, Create
Invoice Line Item Tax BreakupsRead, Create, Edit, Delete, View All, Modify AllRead, Create
OpportunitiesRead, Create, Edit, Delete, View All, Modify AllRead, Create
OrdersRead, Create, Edit, Delete, View All, Modify AllRead, Create
Order Line ItemsRead, Create, Edit, Delete, View All, Modify AllRead, Create
Proposal Line ItemsRead, Create, Edit, Delete, View All, Modify AllRead, Create
Related A/R TransactionsRead, Create, Edit, Delete, View All, Modify AllRead
Tax CodesRead, Create, Edit, Delete, View All, Modify AllRead, Create
Tax CertificatesRead, Create, Edit, Delete, View All, Modify AllRead, Create
Tax BreakupsRead, Create, Edit, Delete, View All, Modify AllRead, Create
TemplatesRead, Create, Edit, Delete, View All, Modify AllRead, Create
Credit MemosRead, Create, Edit, Delete, View All, Modify AllRead, Create