Roles and Permissions to Create Transactions with Document Numbering

By default, the system allows the standard NetSuite roles listed in the following table to create transactions with Philippines document numbering.

Philippines Document Type	Standard Roles for OneWorld Accounts	Minimum Permissions Required to Create Transactions with Document Numbering
Sales Invoice Billing Statement	A/R Clerk Accountant Bookkeeper CEO CFO Retail Clerk	Permissions for Transactions: Invoice - Create Permissions for Setup: Set Up Company - View Note: This grants the role access to Setup Auto Generated Number and Company Information record.
Official Receipt Collection Receipt	A/R Clerk Accountant Bookkeeper CEO CFO Retail Clerk	Permissions for Transactions: Customer Payment - Create Find Transaction - View Permissions for Setup: Set Up Company - View Note: This grants the role access to Setup Auto Generated Number and Company Information record.
Credit Memo	Accountant Bookkeeper CEO CFO Retail Clerk	Permissions for Transactions: Credit Memo - Create Permissions for Setup: Set Up Company - View Note: This grants the role access to Setup Auto Generated Number and Company Information record.

For more information, see Configuring Permissions by Editing the Role and Philippines Document Numbering Setup.

Related Topics

• Roles and Permissions for Philippines Invoicing
• Permissions Required to Map Document Types to Transaction Forms
• Permissions Required to Print Philippines Invoicing Transactions
• Permissions Required to Update Philippines Document Printing Preferences

General Notices