Assigning Permissions to Custom Roles for Philippines Invoicing

Assign permissions to custom roles to allow users to apply discount types or print transactions for Philippines invoicing. For more information, see Setting Permissions and Access Levels for Permissions.

The following table lists the record types and corresponding required access levels for specific Philippines invoicing tasks:

Task

Record Type Name

ID

Access Level

Apply discount types

SAL Philippines Discount

customrecord_psg_sal_ph_discount

  • Full – Create and apply discount types.

  • View – See discount items without creating or applying them.

Print transactions

SAL Printing History

customrecord_sal_print_history

  • Full – Print transactions created with Southeast Asia Localization SuiteApp templates.

To assign permissions to custom roles for Philippines invoicing:

  1. Go to Customization > Lists, Records, & Fields > Record Types.

  2. On the Record Types page, locate and click the record type (see the preceding table for name and ID).

  3. On the record type page, click the Permissions subtab.

  4. Select the custom role you want to update and click Edit.

    Note:

    The Edit button appears only for custom roles.

  5. On the Permissions > Custom Record subtab, set the permission level, and then click OK.

  6. Click Save.

Tip:

You can also update a custom role by selecting the role name in Setup > Users/Roles > User Management > Manage Roles and clicking Edit. Then, go to the Permissions > Custom Record subtab to make changes.

After assigning permissions, users with custom roles can:

Note:

Administrators can access the script execution log to see a list of insufficient permissions. For example, a log entry like the following appears if a user without Full access to SAL Printing History tries to print Philippines transactions:

Permission Violation: You need a higher permission for custom record type to access this page.

For details about viewing the performance of your SuiteApp customizations and business-critical operations, see Viewing a List of Script Execution Logs.

General Notices