Adding Permissions for Transactions Excluded From the Cash 360 Forecast

Some transactions, depending on your NetSuite edition, are excluded from the cash forecast. For a list of these transactions, see Transactions Excluded From the Cash Forecast.

To include these transactions in the cash forecast, an administrator must enable required features and create a customized service role for these transactions. Permissions for these transactions must then be manually added to the customized service role. After adding permissions for these transactions, an administrator must update script deployments for the customized service role. For more information, see Cash 360 Excluded Transactions.

To add permissions for excluded transactions:

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

2. Click Customize beside Cash 360 - Service Role.

3. In the Name field, enter a name for the customized service role.

   For example: Customized Service Role

4. (Optional) In the ID field, enter an ID for the customized service role.

5. In the Center Type field, select Classic Center.

6. In the Permissions tab, under the Transactions subtab, do the following and add each excluded transaction.

   1. In the Permission column, select the transaction you want to add.

      For a list of transactions that must be added, listed per NetSuite Edition, see Transactions Excluded From the Cash Forecast.

   2. In the Level column, select View as the permission level for the transaction.

   3. Click Add.

7. Click Save.

Related Topics

Cash 360 Excluded Transactions

Updating Scripts for the Cash 360 Customized Service Role

General Notices