Customizing Roles and Setting Permissions for Transaction Line Distribution

To use the Transaction Line Distribution SuiteApp, an administrator must create custom roles, give access to the role, and set permissions.

To customize a role in Transaction Line Distribution:

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

2. Click Customize next to a standard role.

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

4. In the Subsidiary Restrictions section, from the Accessible Subsidiaries option, choose Active.

5. On the Permissions subtab, set the following required permissions:

   Role	Subtab	Permission	Minimal Access Level
   Custom CFO (Responsible for creating distribution templates)	Lists	Subidiaries	View
   		Currency	View
   	Setup	Custom Lists	View
   		Custom Segments	View
   		SuiteScript	Full
   	Custom Record	Distribution Template	Full
   		Distribution Template Line	Full
   		Custom segments (Grant, Restrictions)	View
   	Transaction	Make Journal Entry	View
   Custom A/P Clerk (Responsible for creating vendor bills and vendor credits)	Lists	Subsidiaries	View
   		Accounts	View
   		Currency	View
   		Customers	View
   	Setup	Custom Lists	View
   		Custom Record Types	View
   		Custom Segments	View
   		SuiteScript	Full
   		SuiteScript Scheduling	Full
   	Custom Record	TD MR Queue	Full
   		Distribution Template	Create
   		Distribution Template Line	Create
   		Custom segment (Grant, Restrictions)	View
   	Transactions	Make Journal Entry	View

Editing Custom Segments in Transaction Line Distribution

To distribute the transaction amount across custom segments, you must edit permissions in custom segments.

To edit a custom segment in Transaction Line Distribution:

1. Go to Customizations > Lists, Records, & Fields > Custom Segments.

2. Click Edit next to a custom segment.

3. In the Primary Information section, check the Show in List box.

4. In the Accounting section, check the GL Impact box.

5. In the Permissions subtab, from the Default Record Access Level list, select Edit.

6. Click Save.

You must ensure that the custom roles created have the minimum required permissions to all classic and custom segments applied on the distribution template lines. Otherwise, there will be mismatches in the transaction distributions.

For example, the Custom CFO role created a distribution template with the following segments applied:

• Department

• Program (custom segment)

Now, the distribution will only be among the departments and not the programs if the Custom A/P Clerk role:

• Does not have permissions for custom segments

• Creates a vendor bill using the distribution template created using the Custom CFO role

The user also needs to provide the custom roles same access to custom records in distribution templates and distribution template lines.

For more information, see Customizing or Creating NetSuite Roles and Setting Permissions.

Related Topics

Transaction Line Distribution

Installing the Transaction Line Distribution SuiteApp

Setting Up Transaction Line Distribution

Creating Transaction Distribution Templates

Selecting a Default Distribution Template for Vendors

Entering Vendor Bills in Transaction Line Distribution

Entering Vendor Credits in Transaction Line Distribution

Applying Quick Distribution Rule

Journal Creation in Transaction Line Distribution

Common Errors in Transaction Line Distribution

General Notices