1. Order Management
  2. Billing and Invoices
  3. Electronic Invoicing
  4. Electronic Invoicing Administrator Guide
  5. Setting Up Custom Roles that can Convert Inbound E-Documents

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:

  1. 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:

    • On the Custom Record subtab, do the following:

      • In the Inbound E-Documents row, click the entry in the Level column. Select Edit.

      • In the E-Document Audit Trail row, click the entry in the Level column. Select Edit.

      • Add the E-Document Subsidiary Preferences row, click the entry in the Level column. Select View.

    • On the Transactions subtab, do the following:

      • In the Bills row, click the entry in the Level column. Select Full.

      • In the Purchase Order row, click the entry in the Level column. Select View.

    • On the Lists subtab, do the following:

      • In the Vendors row, click the entry in the Level column. Select View.

      • In the Customers row, click the entry in the Level column. Select View.

      • In the Perform Search row, click the entry in the Level column. Select View.

      • In the Documents and Files row, click the entry in the Level column. Select View.

    • Click Save.

  2. 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:

    • Click the Edit link of the script customdeploy_edoc_ue_inbound, E-Document Inbound UE.

    • 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.

    • Click Save.

      For more information about associating a role with script deployment, see Executing Scripts Using a Specific Role.

  3. 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.

Parent Subsidiary Access Requirement for Subsidiary- Restricted Custom Roles

When you configure a custom role with subsidiary restrictions, you may experience access or visibility issues if the role includes access only to a child subsidiary.

To ensure that the role works correctly, include access to both of the following subsidiaries:

  • The selected child subsidiary

  • The parent subsidiary

To add parent subsidiary access to a custom role:

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

  2. Open the custom role you want to update.

  3. In the Subsidiary Restrictions section, select the following subsidiaries:

    • The required child subsidiary.

    • The parent subsidiary.

  4. Click Save.

Related Topics

General Notices