Creating or Customizing Roles for Deduction and Chargeback Management

If you are an administrator, you can create new roles or customize roles for using the Deduction and Chargeback Management 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 Deduction and Chargeback Management SuiteApp:

Subtab	Permission	Minimum Access Level
Transactions	Credit Memo	Full
	Customer Payment	Edit
	Find Transaction	Full
	Invoice	Full
Lists	Customers	View
	Items	View
	Subsidiaries	View
	Documents and Files	View
	Tax Records	View
	Custom Record Entries	View
Setup	Custom Record Types	View
	SuiteScript Scheduling	Full
	SuiteScript	View
Custom Records	Deduction & Chargeback Type	View
	Deduction Management	Edit
	Deduction Management Setup	View
	Deduction Management Task	Create
	Deduction Management Task Detail	Create
	Write Off Limits	View

Adding Center Tab and Center Category

You can add the Deduction Management tab to the navigation bar of a custom role. For a custom role, add the Deduction Management tab to the navigation bar and menu within the tab. Use the following information when creating the center tab and center category:

• Center tab – Label the center tab as Deduction Management

• Center Category - In the Categories sublist of the Content subtab, add labels Setup and Records

• Add the following links to the Setup center category:

  • Deduction and Chargeback Type

  • Deduction Management Setup

  • Write Off Limits

• Add a link Review Records to the Records center category

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

Related Topics

• Installing the Deduction and Chargeback Management SuiteApp
• Prerequisites for Deduction and Chargeback Management

General Notices