I have given my Accounts manager the role for Account Manager and Accounts User. But when they go into Accounts Receivable, they get a permission error on Customer Group.
I played around with giving the user Sales User Role and it solved the problem. I find it puzzling why do we need to assign Accounts with Sales User Role in order for AR to be used. Shouldnt AR be a default permitted view for Accounts User?
Maybe it is because there are some user permissions in your instance for Customer group or the Accounts User role does not have access to Customer Group doc type since it is part of the AR Report.
ok but I have reset the role permission for customer group… but ok I can try.
But from your understanding of the system, we actually dont need to grant sales user in order for accounts user to view AR Report, correct?