Creating a Custom Role for the Integration in NetSuite

The latest version of the NetSuite OpenAir SRP Integration (Bundle ID 369637) bundle creates the “NSOA Connector” custom role for the integration. The NSOA Connector role includes all the permissions required for the integration. You can edit the NSOA Connector role or create your own custom role for the integration, if required.

To create a custom role for the Integration in NetSuite:

1. Sign in to NetSuite as an account administrator.

2. Go to Setup > Manager Users & Roles > Manager Roles and create a new role.

3. Do not add any restrictions to the header portions.

4. On the Permissions tab, set the appropriate permissions for the integration role. For a list of the required permissions and minimum permission levels, see NetSuite Permissions Required for the Integration. For a non-exhaustive list of optional permissions that can be set for the integration role, see Optional NetSuite Permissions for the Integration.

For more information about creating or modifying custom roles in NetSuite, see Customizing or Creating NetSuite Roles (External link to NetSuite SuiteAnswers | Answer ID: 9896).

NetSuite Permissions Required for the Integration

The following table lists the NetSuite permissions that are required for the integration with the level for each permission indicated in parentheses. The “NSOA Connector” role created by the NetSuite OpenAir SRP Integration (Bundle ID 369637) bundle includes the permissions listed below. When creating a custom role for the integration, set all the following permissions and permission level at a minimum.

Transactions	Lists	Setup	Custom Record
Sales Order (Full)	Clients (Full)	Accounting Lists (full)	Features and Preferences (Full)
Credit Memo (Full)	Contacts (Full)	Certificate management (Full)	OpenAir: Exchange Rate Setting (Full)
Currency Revaluation (Full)	Currency (Full)	Enable Features (Full)	OpenAir: Exchange Rates (Full)
Expense Report (Full)	Custom Record Entries (Full)	Log in using OAuth 2.0 Access Tokens	OpenAir: List User Vendor (Full)
Finance Charge (Full)	Documents and Files (Full)	OAuth 2.0 Authorized Applications Management	OpenAir: Project Templates (Full)
Find Transaction (Full)	Employees (Full)	OIDC Provider Setup	OpenAir: User Tax Nexus Type (Full)
Invoice (Full)	Expense Categories (Full)	SuiteBundler (Full)	—
Journal Approval (Full)	Items (Full)	SuiteScript (Full)	—
Make Journal Entry (Full)	Projects (Full)	SuiteSignOn (Full)	—
Posting Period on Transactions (View)	Vendors (Full)	User Access Tokens (Full)	—
Purchase Order (full)	—	Web Services (Full)	—

Optional NetSuite Permissions for the Integration

The following table lists some of the NetSuite permissions that can be used with the integration with the level for each permission indicated in parentheses. The list is provided for illustration purposes only, and is not exhaustive.

Important:

Some role permissions may have an undesirable effect on the integration. For example, OpenAir transactions may be posted to a closed accounting period in NetSuite if the “Override Period Restrictions” role permission is enabled for the authenticated user.

Transactions	Lists	Setup	Custom Record
Bills (Full)	Business Areas (View)	Accounting Preferences (Full)	Functional Area (Full)
Cash Sale (View)	Customers (Full)	Allow JS / HTML Uploads (Full)	LCCI (Full)
Customer Deposit (View)	Employee Record (Full)	Custom Body Fields (View)	OpenAir: Cost Center (Full)
Customer Payment (View)	Engagement Tasks (Full)	Custom Column Fields (View)	OpenAir: Prog/Proj Stages (Full)
Invoice Approval (Full)	Engagements (Full)	Custom Entity Fields (View)	OpenAir: Project Rate Card (Full)
Pay Bills (View)	MRUs (View)	Custom Fields (View)	OpenAir: Project Stages (Full)
Revenue Arrangement (Full)	Revenue Recognition Schedules (Full)	Custom Item Fields (View)	Profit Center (Full)
Track Time (Full)	Subsidiaries (View)	Custom Lists (View)	—
—	—	Other Lists (Full)	—
—	—	Set Up Company (Full)	—