Roles and Permissions Setup for Advanced Localization Features
To use the Advanced Localization Features SuiteApp, you should perform several steps related to NetSuite roles and permissions.
Note that you need no additional permissions if you want to use the advanced PDF/HTML templates (for invoices, credit memos, and sales orders) delivered by the Advanced Localization Features SuiteApp. The permissions are only required to access the additional features that work in conjunction with the templates. However, since these additional features improve the templates significantly (making them available for customizations), you should prefer to use them.
Permission |
Description |
Activation |
Minimum Level |
---|---|---|---|
Customize Document Template |
This page serves as the single place where you can view or edit all Advanced Localization Features SuiteApp settings. It significantly simplifies the use of the SuiteApp, therefore you should activate this permission. To access the page, go to Setup > Accounting > Customize Document Template. |
|
- |
Subsidiary Restrictions |
In the Subsidiary-specific Setup subtab of the Customize Document Template page, you will only see the subsidiaries that your role is allowed to view. |
|
- |
Manage Translation |
Enables you to create and edit notes and labels in the Labels & Notes subtab of the Customize Document Template page. For more information, see Labels and Notes Customization. |
|
- |
Tax Compliance Text |
Displays the Tax Compliance Text subtab of the Customize Document Template page and gives you access to the Tax Compliance Text record (Lists > Accounting > Tax Compliance Text). You can use this tab/record to print a text on the transaction depending on your tax/VAT scenario (for example, reverse charge text). For more information, see Tax Compliance Text. |
|
View |
Transaction Bank Details |
Displays the Bank Details subtab of the Customize Document Template page and gives you access to the Transaction Bank Details record (Lists > Accounting > Transaction Bank Details). For more information, see Transaction Bank Details. |
|
View |
Method of Payment |
Displays the Method of Payment subtab of the Customize Document Template page and gives you access to the Method of Payment record (Lists > Accounting > Method of Payment). For more information, see Method of Payment. |
|
View |
ALF Printing Configuration |
You can access this custom record type only by using SuiteScript, and not from NetSuite. With this permission you can use the Preview PDF and Print a PDF Copy buttons on sales order, invoice or credit memo transactions. |
|
Edit |
Standard NetSuite Roles and Default Permissions
After installing the Advanced Localization Features SuiteApp, certain standard NetSuite roles are already assigned default permission levels. These levels enable them to access several custom records delivered by the Advanced Localization Features SuiteApp. If necessary, you can adjust these leves.
The following table lists the standard NetSuite roles and their default permission levels:
Record / Permission Level |
Edit |
Full |
---|---|---|
Customize Document Template page (Setup > Accounting > Customize Document Template) |
- |
|
ALF Printing Configuration |
- |
|
Tax Compliance Text (Lists > Accounting > Tax Compliance Text) |
- |
|
Transaction Bank Details (Lists > Accounting > Transaction Bank Details) |
- |
|
Method of Payment (Lists > Accounting > Method of Payment) |
- |
|