Creating and Customizing Roles to Use Static Route Management

If you are an administrator, you can create new roles or customize roles for using Static Route Management. For more information, see Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.

Refer to the following sections for the operations, permissions, and minimum access levels required for different record types for using the Static Route Management SuiteApp.

Location Record

Operation	Permission	Minimum Access Level
Edit	Lists > Locations	Edit

Route and Truck Record

Operation	Permission	Minimum Access Level	Navigation Access	Comments
View	Lists > Custom Record Entries	View	Route Management > Routes
			Route Management > Trucks
Create	Lists > Custom Record Entries	Create	Route Management > Routes > New
			Route Management > Routes > Search
			Route Management > Trucks > New
			Route Management > Trucks > Search
	Lists > Customers	View		Required only for Route
Edit	Lists > Custom Record Entries	Edit	Route Management > Routes > New
			Route Management > Routes > Search
			Route Management > Trucks > New
			Route Management > Trucks > Search
	Lists > Customers	View		Required only for Route
Delete	Lists > Custom Record Entries	Full	Route Management > Routes > New
			Route Management > Routes > Search
			Route Management > Trucks > New
			Route Management > Trucks > Search
	Lists > Customers	View		Required only for Route

Route Delivery Subtab in Customer Record

Operation	Permission	Minimum Access Level
View	Lists > Customers	View
	Lists > Custom Record Entries	View
Edit	Lists > Custom Record Entries	Edit
	Lists > Customers	Edit
	Lists > Locations	View

Route Settings in Sales Order

Permission	Minimum Access Level
Transaction > Sales Order	Edit
Lists > Locations	View
Setup > Accounting Preference	Full
Lists > Custom Record Entries	View

Manage Route Shipments Page

Permission	Minimum Access Level
Transactions > Find Transaction	View
Transactions > Sales Order	View
Lists > Currency	View
Lists > Custom Record Entries	Full
Lists > Customers	View
Lists > Documents and Files	View
Lists > Items	View
Lists > Locations	View
Lists > Subsidiaries	View
Setup > Accounting Preferences	Full
Setup > Custom Entity Fields	Full
Setup > SuiteScript	View
Setup > SuiteScript Scheduling	Full
Setup > Enable Features	Full
Setup > Set Up Company	View
Custom Record > Route	Full
Custom Record > Truck	Full
Custom Record > Stop	Full
Custom Record > Address- Location Mapping	Full
Custom Record > Route Shipment Record	Full
Custom Record > Shipment Record Bulk Update	Full

Adding Center Category and Center Types

For the custom role, add the Route Management center category and links for Routes and Trucks. Use the following information when creating the center category:

• Center category label – Label the center category as Route Management.

• Center Type – Select the desired center type.

• Center Tab – Select the desired center tab.

• Add the following links:

  • Route – Label the link as Routes.

  • Truck – Label the link as Trucks.

  • Shipment Report – Label the link as Manage Route Shipments.

For more information, see Creating Center Categories and Creating Center Links.

Related Topics

Static Route Management

Installing Static Route Management

Creating a Truck Record

Setting Up a Route

Using Route Delivery in Transactions

Managing Routes

General Notices