Roles and Permissions for Philippines Invoicing with SuiteTax

The following topics discuss the standard roles and the Philippines invoicing tasks they can perform, as well as custom roles and the permissions they must be granted to perform tasks.

Roles and Permissions for Creating Philippines Transactions with Document Numbering

The following table lists the standard roles and their capability to create Philippines transactions with Document Numbering, for OneWorld.

Standard Role	Create Sales Invoice and Billing Statement	Create Official Receipt and Collection Receipt	Create Credit Memo
A/R Clerk	Yes	Yes	No
Accountant	Yes	Yes	Yes
Bookkeeper	Yes	Yes	Yes
CEO	Yes	Yes	Yes
CFO	Yes	Yes	Yes
Retail Clerk	Yes	Yes	Yes

For custom roles, the following table lists the minimum permissions you must grant them to create Philippines transactions with document numbering.

Create Sales Invoice and Billing Statement				Create Official Receipt and Collection Receipt				Create Credit Memo
Permissions		Level		Permissions		Level		Permissions		Level
Transactions				Transactions				Transactions
Invoice		Create		Customer Payment		Create		Credit Memo		Create
Find Transactions		View		Find Transactions		View		Find Transactions		View
				Invoice		View
Setup (For accounts without OneWorld)				Setup (For accounts without OneWorld)				Setup (For accounts without OneWorld)
Set Up Company		View		Set Up Company		View		Set Up Company		View

For more information, see Configuring Permissions by Editing the Role.

Roles and Permissions for Printing Philippines Transactions or Sending by Email

The following table lists the standard roles and their capability to print Philippines transactions or send them by email.

Standard Role	Print or Email Sales Invoice		Print or Email Billing Statement		Print or Email Credit Memo		Print or Email Official Receipt		Print or Email Collection Receipt
	OneWorld	Without OneWorld	OneWorld	Without OneWorld	OneWorld	Without OneWorld	OneWorld	Without OneWorld	OneWorld	Without OneWorld
A/R Clerk	Yes	No	Yes	No	No	No	No	No	No	No
Accountant	Yes	No	Yes	No	Yes	No	No	No	No	No
Bookkeeper	Yes	No	Yes	No	Yes	No	No	No	No	No
CEO	Yes	No	Yes	No	Yes	No	No	No	No	No
CFO	Yes	No	Yes	No	Yes	No	No	No	No	No

For custom roles, the following table lists the minimum permissions you must grant them to print Philippines transactions and send them by email, with or without OneWorld.

Print or Email Sales Invoice and Billing Statement		Print or Email Official Receipt and Collection Receipt		Print or Email Credit Memo
Permissions	Level	Permissions	Level	Permissions	Level
Transactions		Transactions		Transactions
Invoice	Edit	Customer Payment	View	Customer Payment	View
Find Transactions	View	Find Transactions	View	Find Transactions	View
		Invoice	View
Lists		Lists		Lists
Items	View	Items	View	Items	View
Tax Records	View	Tax Records	View	Tax Records	View
		Subsidiaries (for OneWorld)	View
		Customers	View
		Subsidiary Tax Registration Tab	Edit
Setup		Setup		Setup
Set Up Company	View	Set Up Company	View	Set Up Company	View
		SuiteAnalytics WorkBook (required to print receipts)	Edit

For more information, see Configuring Permissions by Editing the Role.

Assigning Permissions to Set Up Philippines Localization

Before you can configure invoicing features using the Philippines Localization Setup page, you must:

1. Add Philippines Localization SPA Permissions.

2. Update the Permissions of Existing Roles.

3. (For accounts without OneWorld) Add the Required Script Deployment for Philippines Localization.

Add Philippines Localization SPA Permissions

The Philippines Localization Setup page is a Single Page Application (SPA) for Philippines Localization. You must add permissions to your standard or custom roles to access this SPA.

To add SPA permissions to your role:

1. Go to Customization > Scripting > Single Page Applications and click Philippines Localization Setup.

2. Click Configuration.

3. Under the Release Audience section, click Setup Audience.

   Select the standard or custom role that you want to add to the permission and click the right arrow to add to your selection.

4. Click Save.

For more information, see the help topic Managing Single Page Applications Included in SuiteApps.

Update the Permissions of Existing Roles

Refer to the following table for the additional minimum permissions you must add to your custom roles.

Account Type	Subtab	Permission	Minimum Access Level
All account types	Custom Record	PHL CAS Application Type	View
	Lists	Custom Record Entries	View
	Lists	Documents and Files	Edit
	Lists	Subsidiaries	Edit
	Setup	SuiteScript	View
Accounts with OneWorld only	Lists	Subsidiaries	Edit
Accounts without OneWorld only	Setup	Company Information	Full
	Setup	Set Up Company	Full

For more information, see the help topics Setting Permissions and Customizing and Creating Roles.

(For accounts without OneWorld) Add the Required Script Deployment for Philippines Localization

If you do not have a OneWorld account, add access to the PHL Company Information RESTLet script deployment to your roles.

To add a script deployment to your roles:

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

2. Click Edit next to the customdeploy_psg_phl_rest_compinfo script ID.

3. Under the Audience subtab, select the role that you want to have access to the Philippines Localization Setup page.

   To select multiple roles, hold down Ctrl while clicking each role.

4. Click Save.

For more information, see Updating a Updating a Script Deployment.

General Notices