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. Activating this permission simplifies SuiteApp use therefore you should activate this permission. To access the page, go to Setup > Accounting > Customize Document Template.	Go to Customization > Scripting > Script Deployments (filter out the Suitelet script type and make sure the Show Undeployed box is selected). In the list, locate the customdeploy_alf_su_configuration script, and click the corresponding Edit link. In the Audience subtab, select the role that you would like to give access to the Customize Document Template page (click the name of the role while pressing the Ctrl key). Click Save.	-
Subsidiary Restrictions	The Subsidiary-specific Setup subtab of the Customize Document Template page displays only those subsidiaries your role can access.	Go to Setup > Users/Roles > User Management > Manage Roles. Locate the role that you would like to adjust the subsidiary restrictions for, and click the corresponding Edit or Customize link. The system displays a page that lets you edit the role. In the Subsidiary Restrictions, adjust the Accessible Subsidiaries settings (All/Active/User Subsidiary/Selected). Click Save.	-
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.	Go to Setup > Users/Roles > User Management > Manage Roles. Locate the role that you would like to grant this permission to, and click the corresponding Edit or Customize link. The system displays a page that lets you edit the role. On the Permissions subtab of the Role page, select the Setup subtab. Select Manage Translation and click Add. Click Save.	-
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.	Go to Setup > Users/Roles > User Management > Manage Roles. Locate the role that you would like to grant this permission to, and click the corresponding Edit or Customize link. The system displays a page that lets you edit the role. On the Permissions subtab of the Role page, select the Custom Record subtab. Select Tax Compliance Text, choose a permission level for it, and click Add. Click Save.	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.	Go to Setup > Users/Roles > User Management > Manage Roles. Locate the role that you would like to grant this permission to, and click the corresponding Edit or Customize link. The system displays a page that lets you edit the role. On the Permissions subtab of the Role page, select the Custom Record subtab. Select Transaction Bank Details, choose a permission level for it, and click Add. Click Save.	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.	Go to Setup > Users/Roles > User Management > Manage Roles. Locate the role that you would like to grant this permission to, and click the corresponding Edit or Customize link. The system displays a page that lets you edit the role. On the Permissions subtab of the Role page, select the Custom Record subtab. Select Method of Payment, choose a permission level for it, and click Add. Click Save.	View
ALF Printing Configuration	This custom record can be accessed only by using SuiteScript, not from NetSuite. This permission enables the Preview PDF and Print a PDF Copy buttons for sales orders, invoices, and credit memo transactions.	Go to Setup > Users/Roles > User Management > Manage Roles. Locate the role that you would like to grant this permission to, and click the corresponding Edit or Customize link. The system displays a page that lets you edit the role. On the Permissions subtab of the Role page, select the Custom Record subtab. Select ALF Printing Configuration, choose a permission level for it, and click Add. Click Save.	Edit

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. Activating this permission simplifies SuiteApp use therefore you should activate this permission.

To access the page, go to Setup > Accounting > Customize Document Template.

Go to Customization > Scripting > Script Deployments (filter out the Suitelet script type and make sure the Show Undeployed box is selected).
In the list, locate the customdeploy_alf_su_configuration script, and click the corresponding Edit link.
In the Audience subtab, select the role that you would like to give access to the Customize Document Template page (click the name of the role while pressing the Ctrl key).
Click Save.

Subsidiary Restrictions

The Subsidiary-specific Setup subtab of the Customize Document Template page displays only those subsidiaries your role can access.

Go to Setup > Users/Roles > User Management > Manage Roles. Locate the role that you would like to adjust the subsidiary restrictions for, and click the corresponding Edit or Customize link. The system displays a page that lets you edit the role.
In the Subsidiary Restrictions, adjust the Accessible Subsidiaries settings (All/Active/User Subsidiary/Selected).
Click Save.

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.

Go to Setup > Users/Roles > User Management > Manage Roles. Locate the role that you would like to grant this permission to, and click the corresponding Edit or Customize link. The system displays a page that lets you edit the role.
On the Permissions subtab of the Role page, select the Setup subtab.
Select Manage Translation and click Add.
Click Save.

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.

Go to Setup > Users/Roles > User Management > Manage Roles. Locate the role that you would like to grant this permission to, and click the corresponding Edit or Customize link. The system displays a page that lets you edit the role.
On the Permissions subtab of the Role page, select the Custom Record subtab.
Select Tax Compliance Text, choose a permission level for it, and click Add.
Click Save.

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.

Go to Setup > Users/Roles > User Management > Manage Roles. Locate the role that you would like to grant this permission to, and click the corresponding Edit or Customize link. The system displays a page that lets you edit the role.
On the Permissions subtab of the Role page, select the Custom Record subtab.
Select Transaction Bank Details, choose a permission level for it, and click Add.
Click Save.

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.

Go to Setup > Users/Roles > User Management > Manage Roles. Locate the role that you would like to grant this permission to, and click the corresponding Edit or Customize link. The system displays a page that lets you edit the role.
On the Permissions subtab of the Role page, select the Custom Record subtab.
Select Method of Payment, choose a permission level for it, and click Add.
Click Save.

View

ALF Printing Configuration

This custom record can be accessed only by using SuiteScript, not from NetSuite. This permission enables the Preview PDF and Print a PDF Copy buttons for sales orders, invoices, and credit memo transactions.

Go to Setup > Users/Roles > User Management > Manage Roles. Locate the role that you would like to grant this permission to, and click the corresponding Edit or Customize link. The system displays a page that lets you edit the role.
On the Permissions subtab of the Role page, select the Custom Record subtab.
Select ALF Printing Configuration, choose a permission level for it, and click Add.
Click Save.

Edit

Standard NetSuite Roles and Default Permissions

The Advanced Localization Features SuiteApp assigns default permission levels to certain standard NetSuite roles after installation. 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)	-	Administrator CFO
ALF Printing Configuration	-	Accountant Administrator A/R Clerk CFO
Tax Compliance Text (Lists > Accounting > Tax Compliance Text)	-	Accountant Administrator CFO
Transaction Bank Details (Lists > Accounting > Transaction Bank Details)	-	Accountant Administrator A/R Clerk CFO
Method of Payment (Lists > Accounting > Method of Payment)	-	Accountant Administrator A/R Clerk CFO

Record / Permission Level

Edit

Full

Customize Document Template page (Setup > Accounting > Customize Document Template)

Administrator
CFO

ALF Printing Configuration

Accountant
Administrator
A/R Clerk
CFO

Tax Compliance Text (Lists > Accounting > Tax Compliance Text)

Accountant
Administrator
CFO

Transaction Bank Details (Lists > Accounting > Transaction Bank Details)

Accountant
Administrator
A/R Clerk
CFO

Method of Payment (Lists > Accounting > Method of Payment)

Accountant
Administrator
A/R Clerk
CFO

Standard NetSuite Roles and Default Permissions

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