iPayment with limited licenses

As B1 iPayment writes data back to User Defined Fields in SAP’s documents, it’s recommended to have full access to the documents from which B1 iPayment will interact with.

Example:

If a given user having a Limit CRM License wants to Authorize payment from the Sales Order, it’s not a problem.

However, another user with full access to the A/R Invoice should do the settlement.

Users performing actions in different documents are recommended to have a Professional User license.

Professional User – B1 iPayment Menu is displayed, and fields are editable.

Limited CRM License: B1 iPayment Menu is not displayed, and fields are not editable.