Roles and Permissions for Philippines Invoicing

Read the following topics for information about the roles and permissions required for Philippines Invoicing:

• Roles and Permissions to Create Transactions with Document Numbering

• Permissions Required to Map Document Types to Transaction Forms

• Permissions Required to Print Philippines Invoicing Transactions

• Permissions Required to Update Philippines Document Printing Preferences

Roles and Permissions to Create Transactions with Document Numbering

By default, the standard NetSuite roles listed in the following table can create transactions that have Philippines document numbering.

Philippines Document Type	Standard Roles for OneWorld Accounts	Minimum Permissions Required to Create Transactions with Document Numbering
Sales Invoice Billing Statement	A/R Clerk Accountant Bookkeeper CEO CFO Retail Clerk	Permissions for Transactions: Invoice — Create Permissions for Setup: Set Up Company — View Note: This grants the role access to Setup Auto Generated Number and Company Information record.
Official Receipt Collection Receipt	A/R Clerk Accountant Bookkeeper CEO CFO Retail Clerk	Permissions for Transactions: Customer Payment — Create Find Transaction — View Permissions for Setup: Set Up Company — View Note: This grants the role access to Setup Auto Generated Number and Company Information record.
Credit Memo	Accountant Bookkeeper CEO CFO Retail Clerk	Permissions for Transactions: Credit Memo — Create Permissions for Setup: Set Up Company — View Note: This grants the role access to Setup Auto Generated Number and Company Information record.

For more information, see Configuring Permissions by Editing the Role and Philippines Document Numbering Setup.

Permissions Required to Map Document Types to Transaction Forms

Before you can use the Philippines Transaction Form Mapping page, as an Administrator, you must customize the role you want to use to configure transaction forms. Refer to the following table for the permission you need to add to your role.

Philippines Invoicing Feature	Subtab	Permission	Access Level
Transaction Form Mapping	Lists	Custom Record Entries	Edit

For more information about updating your permissions, see the help topics Setting Permissions and Customizing or Creating NetSuite Roles.

Permissions Required to Print Philippines Invoicing Transactions

Before you can print transactions that use Philippines templates, as an Administrator, you must:

• Create a custom role based on the standard role you use. For more information, see Customizing and Creating Roles.

• Configure permissions to print transactions for Philippines Invoicing. For more information, see Setting Permissions.

Refer to the following table’s Minimum Permissions Required to Print Transactions column for the list of permissions you need to add to your custom roles.

Philippines Document Type	Minimum Permissions Required to Print Transactions
Sales Invoice template Billing Statement template	Permissions for Transactions: Invoice – View Find Transaction – View Permissions for Lists: Custom Record Entries – View Customers – View Items – View Locations – View Subsidiaries – View Tax Records – View Permissions for Setup: Set Up Company – View
Official Receipt template Collection Receipt template	Permissions for Transactions: Customer Payment – View Find Transaction – View Invoice – View Permissions for Lists: Custom Record Entries – View Items – View Tax Records – View Permissions for Setup: Accounting Lists – View Set Up Company – View
Credit Memo template	Permissions for Transactions: Custom Record Entries – View Credit Memo – View Find Transaction – View Permissions for Lists: Items – View Tax Records – View Permissions for Setup: Set Up Company – View

For more information, see Printing Philippines Invoicing Transactions.

Permissions Required to Update Philippines Document Printing Preferences

Before you can use the Philippines Document Printing Preferences feature, as an Administrator, you must:

• Customize the role that you want to use to update Philippines invoicing printing preferences and add the following permissions:

  • Document And Files – Set the access level to View.

  • Customer Record Entries – Set the access level to Edit.

    For more information about permissions, see Setting Permissions.

• Add access to the customdeploy_psg_sal_print_pref_su script deployment for the custom role with the permission to update printing preferences. Refer to the following section for instructions to add access to a script.

To add access to a script for a custom role:

1. As an Administrator, go to Customization > Scripting > Script Deployments.

2. Click Edit next to the customdeploy_psg_sal_print_pref_su script.

   You can select multiple roles by holding down the Ctrl button while selecting each role.

3. Click Save.

For more information, see Customizing Philippines Document Printing Preferences.

Related Topics

• Philippines Invoicing
• Philippines Document Numbering Setup
• Customizing Philippines Document Printing Preferences
• Printing Philippines Invoicing Transactions
• Requirements for Using Philippines Invoicing Features
• Philippines Transaction Form Mapping and Invoicing Templates
• Permit To Use (PTU) for Computerized Accounting System (CAS)
• Support for Simplified System Registration for CAS Users
• Philippines Inclusive Serial Number

General Notices