Roles and Permissions in China Localization

Note:

The following features require the China Localization SuiteApp.

The following describes the permissions required when customizing roles for accessing NetSuite China Localization features.

• Overview

• Permissions for China Voucher Printing Report

• Permissions for China Voucher List

• Permissions for the China Cash Flow Statement Report

• Permissions for China VAT Transactions

• Permissions for Account Balance, Subledger, and Cash Bank Journal Ledger

Tip:

Permissions for viewing Department, Class, or Location are optional and only needed if these features are enabled in your account.

Overview

To access features in NetSuite China Localization, you may need to customize roles. Certain roles in NetSuite, such as the Employee or Customer roles cannot be modified for these permissions.

Permissions for China Voucher Printing Report

The following describes the permissions needed to access the China Voucher Printing Report:

Feature	Required Permission	Permission Level
Manage Creator/Approver/Poster	Lists -> Custom Record Entries	Edit
	Lists -> Documents and Files	View
	Lists -> Employees	View
	Lists -> Employee Record	View
	Lists -> Subsidiaries	View
Single Print For Journal	Transactions -> Make Journal Entry	View
China Voucher Printing Report	Lists -> Subsidiaries	View
	Lists -> Locations	View
	Lists -> Departments	View
	Lists -> Classes	View
	Lists -> Currency	View
	Lists -> Custom Record Entries	View
	Lists -> Employee Record	View
	Lists -> Employees	View
	Lists -> Documents and Files	View
	Setup -> Manage Accounting Periods	View
	Transactions -> Find Transaction	View
	Custom Record -> China Voucher Transaction Types	View

Permissions for the China Cash Flow Statement Report

The following describes the permissions needed to access the China Cash Flow Statement Report:

Feature	Required Permission	Permission Level
Enter Cash Flow Item in Transactions	Lists -> Accounts	View
	Lists -> Expense Categories	View
	Lists -> Items	View
	Lists -> Custom Record Entries	View
	Lists -> Documents and Files	View
	Lists -> Customers	View
	Lists –> Subsidiaries	View
	Lists -> Other Asset Registers	View
	Set up-> Custom Lists	View
	Set up -> Custom Fields	View
	Set up -> Custom Record Types	View
	Set up -> Other Custom Fields	View
	Custom Record -> China Cash Flow Item	View
Cash Flow Statement Report	Reports -> General Ledger	View
	Reports -> Income Statement	View
	Reports -> Profit and Loss	Full
	Lists -> Accounts	View
	Lists -> Currency	View
	Lists -> Custom Record Entries	View
	Lists -> Documents and Files	View
	Lists -> Subsidiaries	View
	Lists -> Locations	View
	Lists -> Departments	View
	Lists -> Classes	View
	Set up -> Manage Accounting Periods	View
	Custom Record -> China Cash Flow Item	View
Run Reconcile Saved Search	Transactions -> Find Transactions	View
	Lists -> Custom Record Entries	View
	Lists -> Perform Search	Full

Permissions for the China Balance Sheet and China Income Statement Report

The following describes the permissions needed to access the China Balance Sheet and China Income Statement Report :

Feature	Permission	Level
Run Report	Lists -> Custom Record Entries	View
	List -> Documents and Files	View
	List -> Subsidiaries	View
	List -> Currency	View
	List -> Locations	View
	List -> Departments	View
	List -> Classes	View
	Set up -> Manage Accounting Periods	View
	Report -> Financial Statements	View

Permissions for China VAT Transactions

The following describes the permissions needed to access the China VAT Transactions:

Feature	Permission	Level
Refresh Invoices	Lists -> Documents and Files	View
	Lists -> Subsidiaries	View
	Lists -> Customers	View
	Lists-> Items	View
	Lists-> Tax Items	View
	Transaction -> Find Transaction	View
	Transaction -> <Certain_Transaction_Type_e.g._Invoice>	View
	Custom Record -> China VAT Invoices	View
	Custom Record -> China VAT Templates	View
Export Invoices	Lists -> Custom Record Entries	Edit
	Lists -> Documents and Files
Merge Invoices	Lists -> Custom Record Entries	Full
Import Invoices	Lists -> Custom Record Entries	Edit
Create AR Transaction	Lists -> Custom Record Entries	View

Permissions for Account Balance, Subledger, and Cash Bank Journal Ledger

The following describes the permissions needed to access the China Account Balance, Subledger, and the Cash Bank Journal Ledger:

Transaction	Permission	Level
Run Report	Lists -> Documents and Files	View
	Lists -> Subsidiaries	View
	Lists -> Currency	View
	Lists -> Accounts	View
	Lists -> Custom Record Entries	View
	Lists -> Perform Search	View
	Lists -> Locations	View
	Lists -> Departments	View
	Lists -> Classes	View
	Set up-> Manage Accounting Periods	View
	Transactions -> Find Transaction	View
	Transactions -> Make Journal Entry	View
	Reports -> Financial Statements	View
	Reports -> General Ledger	View
	Custom Record -> China Account Balance Report Data	Edit
	Custom Record -> China GL Report Data	Edit
	Set up -> Set up company	View

Permissions for China Voucher List

The following permissions are required to use the China Voucher List feature:

Feature	Required Permission	Permission Level
Voucher List	Lists -> Documents and Files	View
	Lists -> Subsidiaries	View
	Lists -> Customers	View
	Lists -> Locations	View
	Lists -> Departments	View
	Lists -> Classes	View
	Lists -> Accounts	View
	Lists -> Employee Record	View
	Lists -> Employees	View
	Lists -> Currency	View
	Lists -> Vendors	View
	Lists -> Custom Record Entries	View
	Setup -> Manage Accounting Periods	View
	Setup –> SuiteScript	View
	Setup –> SuiteScript Scheduling	Full
	Transaction -> Find Transaction	View
	Transaction -> <Certain_Transaction_Type_e.g._Invoice>	View
	Custom Record -> China Favour Configuration	View
	Custom Record -> China Voucher List Transaction Types	View
Setup -> China Localization -> Preferences (Note: This is for roles that are not administrators that need access to your preferences).	Setup > Set Up Company	Edit

General Notices