Sales Return Accounting Roles and Permissions

When you install the Sales Return Accounting SuiteApp, the SRA Accountant role is added to your account. This custom role comes with all the permissions you need to use the SuiteApp. This role has a mix of A/R Clerk and Accountant permissions. Employees with this role can also create cash sale, cash refund, and credit memo transactions.

To view the SRA Accountant role permissions:

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

2. Click the SRA Accountant role.

Administrators can assign this role to employees who need it, or use it as a guide to customize other roles. For information about assigning roles to employees, see Assigning Roles to an Employee.

Both Administrator and SRA Accountant roles have the following permissions for the SuiteApp:

• On the Custom Record subtab, Sales Returns Account Mapping permission.

• On the Transactions subtab, Credit Memo and Cash Refund permissions.

The access level for these permissions is set to Full.

Employees with Custom Record Entries permission can also create or edit sales returns account mapping record with this SuiteApp.

Related Topics

• Installing Sales Return Accounting
• Enabling Required Features for Sales Return Accounting
• Configuring Sales Return Accounting Custom GL Plug-in
• Creating Sales Returns Account Mapping
• Creating GL Entry for Sales Returns

General Notices