Setting Up Custom Roles that can Convert Inbound E-Documents
An administrator can create custom roles or customize standard roles, to grant them the permission to perform conversion of inbound e-documents into transaction records.
To grant a role the permission to convert inbound e-documents into transaction records:
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Set up the permission. Go to Setup > Users/Roles > User Management > Manage Roles. Select the role you want to grant permission to and click its Customize link. On the Role page, do the following:
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On the Custom Record subtab, do the following:
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In the Inbound E-Documents row, click the entry in the Level column. Select Edit.
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In the E-Document Audit Trail row, click the entry in the Level column. Select Edit.
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On the Transactions subtab, do the following:
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In the Bills row, click the entry in the Level column. Select Full.
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In the Purchase Order row, click the entry in the Level column. Select View.
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On the Lists subtab, do the following:
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In the Vendors row, click the entry in the Level column. Select View.
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In the Perform Search row, click the entry in the Level column. Select View.
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In the Documents and Files row, click the entry in the Level column. Select View.
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Click Save.
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Make the Convert button visible to the roles with permission to perform e-document conversion. To do so, the inbound e-document script deployment must be enabled. Go to Customization > Scripting > Script Deployments. On the Script Deployments page, do the following:
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Click the Edit link of the script customdeploy_edoc_ue_inbound, E-Document Inbound UE.
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On the Audience subtab, select the roles that the script will execute for. To select multiple roles, press and hold down the Ctrl key while selecting the roles.
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Click Save.
For more information about associating a role with script deployment, see Executing Scripts Using a Specific Role.
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Assign the role with the permission to perform inbound conversion, to employees. See Assigning Roles to an Employee.
For more information, see Customizing or Creating NetSuite Roles and Setting Permissions for a Custom Record Type.
Related Topics
- Electronic Invoicing Administrator Guide
- Installing and Setting Up Electronic Invoicing
- Defining the E-Document Country for Free Use
- Advanced PDF/HTML Template
- Granting Access Permission to the E-Documents Portlet
- Understanding E-Documents and E-Document Packages
- Creating E-Document Packages
- Multi-subsidiary Support in the Outbound Process
- Creating E-Document Templates
- Editing E-Document Templates
- E-Document Certification in the Outbound Process
- E-Document Network Status Overview
- Creating E-Document Sending Methods
- E-Document Email Custom Templates
- Selecting a Designated E-Document Sender
- Setting Up Custom Roles to Send E-Documents
- Customizing Roles to Restrict E-Document Generation or Sending
- Deploying the Bulk Generation Script for E-Documents
- Deploying the Script for Scheduled Sending of E-Documents
- Scheduled Script for Getting Network Status of E-Documents
- Updating E-Document Certification Statuses
- Processing E-Documents Automatically for Individual Transactions
- Electronic Invoicing Inbound Email Capture
- Using SOAP Web Services for Inbound Processing
- Inbound Validation Plug-ins
- Deploying Automatic Bulk Conversion Script for Inbound E-Documents