How to ensure that a Zumzum Financials user is able to see all fields on the Sales Invoice/PDF.

Zumzum Financials Knowledge Base

    How to ensure that a Zumzum Financials user is able to see all fields on the Sales Invoice/PDF.

    Description:

    When the PDF is generated from a Sales Invoice, you are not able to see all the fields from the Sales Invoice record on the PDF.

    Resolution:

    There are two techniques here:

    1. Update the custom user profile, specifically “Field level security” on each object (scroll down the page)

    Word of caution, this users profile has been modified to see all data and to view and delete all records from the system, it’s checked on every object.

    2. Add the Zumzum Financials Super Admin Permission Set (or create a new permission set).

    This is a feature that adds an extra permission on top of the existing permissions. This way, you only ever change it once on the permission set, rather than update several profiles

    in Getting startedSalesSetup