Configuring Vendor Prepayment Approvals in the Employee Center
To approve vendor prepayments in the Employee Center, you must enable the following permissions for the Employee Center role:
-
Vendor Prepayment – Grants permission to view vendor prepayments
-
Vendor Prepayment Approval – Grants permission to approve or reject vendor prepayments
The Employee Center is a standard NetSuite role. You cannot modify a standard role, but you can create a copy, which you can customize to your needs. For more information about NetSuite roles, see NetSuite Roles Overview.
To configure vendor prepayment approvals in the Employee Center, you must create a customized version of the standard Employee Center role with the required permissions.
To configure vendor prepayment approvals in the Employee Center:
-
Go to Setup > Users/Roles > User Management > Manage Roles.
-
In the Manage Roles page, find the Employee Center role, and then click Customize.
-
In the General section, type the Name for your custom Employee Center role, or use the default name.
Note:Customizing the role creates a copy of the original role. The default Employee Center role is maintained.
-
Click the Permissions subtab, and then click Transactions.
-
For the Vendor Prepayment permission, select the View level, and then click OK.
-
For the Vendor Prepayment Approval permission, select the Full level, and then click OK.
-
If necessary, configure other options for the custom role. For more information, see Customizing or Creating NetSuite Roles.
Note:By default, in OneWorld accounts, the custom role is available to the user subsidiary only. This default configuration grants the user the permission to approve vendor prepayments from the Employee Center in the user subsidiary, but not in other subsidiaries.
-
Click Save.
-
Assign the role to employees requiring vendor prepayment approvals in the Employee Center. For instructions to complete this process, see Assigning Roles to an Employee.