Configuring Roles and Permissions for Estimated Landed Cost

By default, the prebuilt custom forms and records for Estimated Landed Cost are enabled for the following standard roles:

• CEO and CFO

• Accountant and Accountant (Reviewer)

• Warehouse Manager

To enable estimated landed cost for all roles:

1. Go to Setup > Users/Roles > Manage Roles.

2. On the role record, check the Enable Estimated Landed Cost box:

3. To enable other roles to use estimated landed cost, set up the required permissions and forms:

   • On the Permissions subtab:

     Subtab	Record	Level
     Setup	Set Up Company	View
     Custom Record	Landed Cost Template	Full
     Custom Record	Landed Cost Template Detail	Full
     Custom Record	Landed Cost Template Mapping	Full

     Note:

     When setting up the Estimated Landed Cost permissions, consider those roles who perform tasks involving purchase orders, item receipts, and standalone vendor bills.

     Standard or custom roles based on the Buyer, A/P Clerk, and Warehouse Manager can add or edit items on these transactions. This might automatically update their landed cost estimates. To avoid errors in estimated landed cost calculations and when submitting transactions, you must update their role records. Check the Enable Estimated Landed Cost box and then assign the permissions.

   • On the Forms subtab:

     Subtab	Type	Form Name	Enabled
     Custom Record	Landed Cost Template	SCM Landed Cost Template Form	Yes
     Custom Record	Landed Cost Template	Standard Landed Cost Template Form	Yes
     Custom Record	Landed Cost Template Detail	Standard Landed Cost Template Detail Form	Yes
     Custom Record	Landed Cost Template Mapping	Standard Landed Cost Template Mapping Form	Yes
     Item	Group/Kit/Assembly	SCM Assembly Item - Landed Cost	Yes

     Note:

     To use the validations when setting up estimated landed cost for assembly items, enable the SCM Assembly Item - Landed Cost form.

     For more information, see Assigning Landed Cost Templates to Items.

Related Topics

• Estimated Landed Cost Setup Requirements
• Enabling the Estimated Landed Cost Feature

General Notices