Setting Roles and Permissions to Use Lot and Serial Number Trace

If you are an administrator, you can create new roles or customize roles for using the Lot and Serial Number Trace SuiteApp. For more information, read Assigning Roles to an Employee and Customizing or Creating NetSuite Roles. Refer to the following table for minimum access levels for different permissions required to use the Lot and Serial Number Trace SuiteApp:

Permissions	Minimum Access Level
Lists > Subsidiaries	View
Lists > Items	View
Lists > Custom Record Entries	View
Custom Record > Trace Preferences	View
Custom Record > Trace-Grid	Edit

The following scripts must have the new or custom role included as audience:

• LOT SN SL Serialized Tracing Filter

• LT SN SL TracingFilter

• LT SL Data Service

• Tracing Field Change Suitelet

• LOT SN SL EXPORT CONTENT

• LT SN SL Item Number Fields Popup

For more information, read Defining Script Audience.

Enabling Quality Data

If you have the Quality Management SuiteApp installed, you can view the quality data for the traced item. Follow this procedure to enable viewing the quality data.

Note:

Make sure you have the Quality Management SuiteApp installed.

To enable quality data:

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

2. On the LOT_SN_CustomRole role row, click Customize.

   The Role page opens.

3. Create a custom role:

   1. (Optional) To rename the custom role, enter the role name in the Name field.

   2. Click the Custom Record subtab.

   3. From the Record list, select Quality Data.

   4. From the level list, select View.

   5. Click Add.

   6. Click Save.

4. Add the custom role to the scripts:

   1. Go to Customization > Scripting > Scripts.

   2. On the LOT SN SL Serialized Tracing Filter script row, click Deployments.

   3. On the Script Deployments page, click Edit.

   4. From the Execute As Role list, select the custom role that you created in step 3.

   5. Click Save.

   6. Repeat steps 4a to 4e for the following scripts:

      • LT SN SL TracingFilter

      • LOT SN SL EXPORT CONTENT

Adding Center Category and Center Types

For custom role, add the Lot / Serial Trace center category to the Reports menu. Use the following information when creating the center category:

• Center category label – Lot / Serial Trace

• Add the following links:

  • Trace Preferences

  • Lot Trace

  • Serial Number Trace

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

Related Topics

Lot and Serial Number Trace

Installing Lot and Serial Number Trace

Trace Preferences

Working with Lot and Serial Number Trace

General Notices