Creating or Customizing Roles and Permissions to Use FEFO Lot Assignments

If you are an administrator, you can create new roles or customize roles for using the FEFO Lot Assignments SuiteApp. For more information, see 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 FEFO Lot Assignments SuiteApp:

Subtab	Permission	Minimum Access Level	Purpose
Transactions	Find Transaction	Edit	Required for the following pages: Add Lot Assignments Remove Lot Assignments Assign and Fulfill Orders CSV Import – Assign and Fulfill Orders
	Item Fulfillment	Edit	Required for Assign and Fulfill Orders page and CSV Import – Assign and Fulfill Orders page.
	Sales Order	Edit	Required for the following pages: Add Lot Assignments Remove Lot Assignments Assign and Fulfill Orders CSV Import – Assign and Fulfill Orders
	Cash Sale	Edit	Required for CSV Import – Cash Sale page
Lists	Documents and Files	View	Required for all pages.
	Locations	View	Required for all pages.
	Items	View	Required for all pages.
	Subsidiaries	View	Required for all pages.
	Customers	View	Required for all pages.
Setup	SuiteScript	Edit	Required for all pages.
	Order Allocation Strategy	View	Required for all pages.
	Import CSV File	Edit	Required for the following pages: CSV Import – Assign and Fulfill Orders CSV Import – Cash Sale
Custom Records	Commit Group	View	Required for Commit Group custom record.
	Shelf Life Group	View	Required for Shelf Life Group custom record.
	Customer Shelf Life Group	View	Required for Customer Shelf Life Group custom record.
	FEFO Lot Assignment Preferences	View	Required for all pages.
	CSV Import – Cash Sale Report	Edit	Required for CSV Import – Cash Sale Report page.
	CSV Import – Assign and Fulfill Orders	Edit	Required for CSV Import – Assign and Fulfill Orders page.

Note:

Assigning and fulfilling lots through web services integration require the same permissions as the Assign and Fulfill Orders page.

To access different pages in the SuiteApp, add the roles as audience to the script deployments as listed in the table below:

Page Name	Script Deployment
Add Lot Assignments	customdeploy_fefo_sl_add_alloc_commits
Remove Lot Assignments	customdeploy_fefo_sl_rem_alloc_commits
CSV Import – Assign and Fulfill Orders	customdeploy_fefo_sl_csv_import
CSV Import - Cash Sale	customdeploy_fefo_sl_csv_cashsale
Messages Report	customdeploy_fefo_sl_reportpage
Assign and Fulfill Orders	customdeploy_fefo_sl_allocate_n_fulfill

For more information, see Defining Script Audience.

Related Topics

Setting Up FEFO Lot Assignments

Installing FEFO Lot Assignments

Adding Center Category and Center Types

Prerequisites for Using FEFO Lot Assignments

FEFO Lot Assignments Preferences

General Notices