Permissions Needed for Custom Roles
You can assign permissions related to the Payment Manager and Payment Clerk roles to new custom roles or existing ones used in your NetSuite account.
The following tables list the permissions that you can add to your custom roles.
Sign the Estimate/Order Form Permissions
For your NetSuite account's primary contact to sign the Estimate/Order form with a custom role, give the following permissions:
|
Permission Group |
Permission |
Access Level |
|---|---|---|
|
Lists |
Certificate Access Documents and Files Email Template Employee Record Employees |
View |
|
Setup |
Custom Lists |
View |
|
Custom Record |
NSNPA - Envelope Audit Trail NSNPA - Primary Contact Details |
Full |
|
NSNPA - Partner Organizations NSNPA - Preferences |
View |
Automated Bill Payments Overview (for NetSuite OneWorld accounts) Permissions
|
Permission Group |
Permission |
Access Level |
|---|---|---|
|
Transactions |
Pay Bills |
View |
|
Lists |
Subsidiaries |
View |
|
Employee |
View |
|
|
Employee Record |
View |
|
|
Custom Record |
Envelope Audit Trail |
View |
|
NSNPA - Partner Organizations |
View |
|
|
NSNPA- Bank Details |
View |
|
|
NSNPA - Approval Routing Preferences |
View |
|
|
NSNPA - Preferences |
View |
Create a BILL Account Permissions
|
Permission Group |
Permission |
Access Level |
|---|---|---|
|
Transactions |
Subsidiary |
View |
|
Account |
View |
|
|
Employee |
View |
|
|
Lists |
NSNPA - Approval Levels |
View |
|
`NSNPA - Batch Approval Type |
View |
|
|
Currency |
View |
|
|
Custom Record |
NSNPA - Partner Organizations |
Full |
|
NSNPA - User Details |
Full |
|
|
NSNPA - Bank Details |
Full |
|
|
NSNPA - Approval Routing Preferences |
Full |
|
|
NSNPA - Batch Approval Routing |
Full |
Link Your Bank Account Permissions
|
Permission Group |
Permission |
Access Level |
|---|---|---|
|
Transactions |
Accounts |
Edit |
|
Lists |
Currency |
View |
|
Custom Record |
Audit Trail |
Create |
|
NSNPA - Bank Details |
Edit |
|
|
NSNPA - Partner Organizations |
View |
Overview and Dashboard Portlets Permissions
|
Portlet / Action |
Feature / Permissions Group |
Feature / Permission |
Access Level |
|---|---|---|---|
|
Recommendations |
Transactions |
Vendor Payments |
View |
|
Find Transaction |
View – Allows usage of the Transaction search. |
||
|
Custom Record |
NSNPA - Bank Details |
View |
|
|
NSNPA - Partner Organizations |
View |
||
|
NSNPA - Approval Routing Preferences |
View |
||
|
Reminders |
Transactions |
Vendor Payments |
View |
|
Setup |
Accounting > Accounting Preferences > Approval Routing |
Vendor Payments – Needed only for Payments Pending Approval |
|
|
Custom Record |
Batch information |
View |
|
|
View Bills in Payables portlet |
Transactions |
Vendor Bills |
View |
|
Lists |
Vendor |
View |
|
|
Setup |
Company > Enable Features > Accounts |
Installments Check – Need to activate this feature to view bills with installments. |
|
|
View bank accounts in Bank Accounts portlet |
Custom Record |
NSNPA - Bank Details |
View |
|
NSNPA - Partner Organizations |
View |
||
|
Verify Bank Accounts from Overview page |
Custom Record |
NSNPA - Bank Details |
Edit |
|
Audit Trail |
Create |
||
|
Map a Bank Account to GL Bank Account from Overview page |
Transactions |
Accounts |
Edit |
|
Custom Record |
NSNPA - Bank Details |
Edit |
|
|
NSNPA - Partner Organizations |
View |
||
|
Currency |
View |
||
|
Account Register |
Transactions |
Pay Bills |
View |
|
Make Journal Entry |
View |
||
|
Lists |
Vendors |
View |
Pay Single Vendor Permissions
|
Permissions Group |
Permission |
Access Level |
|---|---|---|
|
Transactions |
Bills |
View |
|
Pay Bills |
Full |
|
|
Make Journal Entry |
View |
|
|
Enter Vendor Credits |
View |
|
|
Lists |
Accounts |
View |
|
Vendors |
View |
Payables Permissions
|
Permissions Group |
Permission |
Access Level |
|---|---|---|
|
Transactions |
Find Transaction |
View – Allows usage of the Transaction search. |
|
Bills |
View – Allows usage of the Search Bills task. |
|
|
Make Journal Entry |
View |
|
|
Enter Vendor Credits |
View |
|
|
Setup |
Accounting Lists |
View – Allows usage of the Term search. |
|
Manage Accounting Periods |
View – Allows usage of the Accounting Period search. |
|
|
SuiteScript Scheduling |
Full |
Create Payment Runs Permissions
|
Permissions Group |
Permission |
Access Level |
|---|---|---|
|
Transactions |
Enter Vendor Credits |
View |
|
Bills |
View – Allows usage of the Search Bills task. |
|
|
Make Journal Entry |
View |
|
|
Pay Bills |
View – Allows usage of the Search Bill Payments task. |
|
|
Find Transaction |
View – Allows usage of the Transaction search. |
|
|
Lists |
Documents and Files |
View |
|
Accounts |
View |
|
|
Vendors |
View |
|
|
Subsidiaries |
View |
|
|
Currency |
View |
|
|
Perform Search |
View |
|
|
Fiscal Calendars |
View – Allows usage of the Fiscal Calendar search. |
|
|
Setup |
Manage Accounting Periods |
View – Allows usage of the Accounting Period search. |
|
Accounting Lists |
View |
|
|
Custom Lists |
View |
|
|
Custom Record |
Batch information |
Edit |
|
NSNPA - Bulk Transaction Details |
Full |
|
|
NSNPA - Batch Approval Routing |
View |
|
|
NSNPA - Partner Organizations |
View |
|
|
NSNPA - Bank Details |
View |
|
|
NSNPA - Approval Routing Preferences |
View |
|
|
NSNPA - Preferences |
View |
Approve Payment Run Permissions
|
Permissions Group |
Permission |
Access Level |
|---|---|---|
|
Transactions |
Bills |
View |
|
Enter Vendor Credits |
View |
|
|
Find Transaction |
View |
|
|
Pay Bills |
View |
|
|
Make Journal Entry |
View |
|
|
Lists |
Accounts |
View |
|
Certificate access |
View |
|
|
Currency |
View |
|
|
Documents and Files |
View |
|
|
Employee Record |
View |
|
|
Employees |
View |
|
|
Fiscal Calendars |
View |
|
|
Perform Search |
View |
|
|
Subsidiaries |
View |
|
|
Vendors |
View |
|
|
Setup |
Accounting Lists |
View |
|
Custom Lists |
View |
|
|
Manage Accounting Periods |
View |
|
|
Set Up Company |
View |
|
|
Custom Record |
Batch information |
Edit |
|
Envelope Audit Trail |
Edit |
|
|
NSNPA - Approval Routing Preferences |
View |
|
|
NSNPA - Bank Details |
View |
|
|
NSNPA - Batch Approval Routing |
View |
|
|
NSNPA - Bulk Transaction Details |
Full |
|
|
NSNPA - Partner Organizations |
View |
|
|
NSNPA - Preferences |
View |
Payments Permissions
|
Permissions Group |
Permission |
Access Level |
|---|---|---|
|
Transactions |
Find Transaction |
View – Allows usage of the Transaction search. |
|
Pay Bills |
View – Allows usage of the Search Bill Payments task. |
|
|
Lists |
Subsidiaries |
View |
|
Vendors |
View |
|
|
Accounts |
View |
|
|
Currency |
View |
|
|
Fiscal Calendars |
View |
|
|
Perform Search |
View |
|
|
Setup |
Accounting Lists |
View |
|
Manage Accounting Periods |
View |
|
|
Custom Lists |
View |
|
|
Custom Record |
NSNPA - Partner Organizations |
View |
|
NSNPA - Bank Details |
View |
|
|
NSNPA - Approval Routing Preferences |
View |
|
|
NSNPA - Preferences |
View |
|
|
Batch information |
View |
|
|
NSNPA - Batch Approval Routing |
View |
Vendors Permissions
|
Permissions Group |
Permission |
Access Level |
|---|---|---|
|
Lists |
Accounts |
View |
|
Currency |
View |
|
|
Custom Record Entries |
Full |
|
|
Documents and Files |
View |
|
|
Entity-Subsidiary relationship |
View |
|
|
Subsidiaries |
View |
|
|
Vendor Automated Clearing House |
Full |
|
|
Vendors |
Full |
|
|
Setup |
Accounting Lists |
View |
|
Custom Entity Fields |
View |
|
|
Custom Entry Forms |
View |
|
|
Custom Fields |
View |
|
|
Custom Item Fields |
View |
|
|
Custom Lists |
View |
|
|
Custom Record Types |
View |
|
|
Custom Sublists |
View |
|
|
Custom Subtabs |
View |
|
|
SuiteScript |
Full |
|
|
SuiteScript Scheduling |
Full |
|
|
Custom Record |
Audit Trail |
Full |
|
NSNPA - Bank Details |
View |
|
|
NSNPA - License Details |
View |
|
|
NSNPA - Partner Organizations |
View |
|
|
NSNPA - Preferences |
View |
|
|
NSNPA - User Details |
View |
|
|
Vendor Onboarding Failure |
Full |
|
|
Vendor Profile - Onboarding Failed |
Full |
|
|
Vendor Profile Information |
Full |
Payment Run Approval Routing Permissions
|
Permissions Group |
Permission |
Access Level |
|---|---|---|
|
Lists |
NSNPA - Approval Levels |
View |
|
Employee |
View |
|
|
NSNPA - Batch Approval Type |
View |
|
|
Custom Record |
NSNPA - Approval Routing Preferences |
Full |
|
NSNPA - Batch Approval Routing |
Full |
Bank Accounts Permissions
|
Permissions Group |
Permission |
Access Level |
|---|---|---|
|
Transactions |
Accounts |
Edit |
|
Lists |
Currency |
View |
|
Custom Record |
Audit Trail |
Create |
|
NSNPA - Bank Details |
Edit |
|
|
NSNPA - Partner Organizations |
View |
Accounts Permissions
|
Permissions Group |
Permission |
Access Level |
|---|---|---|
|
Lists |
Currency |
View |
|
Subsidiaries |
Full |
|
|
Accounts |
View |
|
|
Setup |
Accounting Lists |
View |
|
Custom Lists |
View |
|
|
SuiteScript |
View |
|
|
SuiteScript Scheduling |
Full |
|
|
Manage Accounting Periods |
View |
|
|
Custom Record |
NSNPA - Partner Organizations |
View |
|
NSNPA - Approval Routing Preferences |
View |
|
|
NSNPA - Bank Details |
View |
|
|
NSNPA - License Details |
View |