Customizing Roles and Setting Permissions for Transaction Line Distribution

To customize a role in Transaction Line Distribution:

1. Go to Setup > Users/Roles > Manage Roles.

2. Click Customize next to a standard role.

3. In the Name field, enter a name for the custom role.

4. In the Subsidiary Restrictions section, from the Accessible Subsidiaries option, choose Active.

5. On the Permissions subtab, set the following required permissions:

   Base Role	Additional Permissions Needed for Transaction Line Distribution
   	Subtab	Permission	Minimal Access Level
   CFO Role -Responsible for creating distribution templates)	Lists	Subsidiaries	View
   		Currency	View
   	Setup	Custom Lists	View
   		Custom Segments	View
   		SuiteScript	Full
   		SuiteScript Scheduling	Full
   	Custom Record	Distribution Template	Full
   		Distribution Template Line	Full
   		Custom Segment (Grant, Restrictions, etc.)	View
   		TD MR Queue	Full
   		Distribution Template CSV	Full
   		Distribution Template CSV Status	View
   A/P Clerk -Responsible for creating the following payable transactions: Vendor bills Vendor credits Purchase orders Purchase requisition Checks Credit card transactions	Transaction	Make Journal Entry	View
   		Checks	Full
   		Credit Card	Full
   		Expense Report	Full
   		Requisitions	Full
   	Lists	Subsidiaries	View
   		Accounts	View
   		Currency	View
   		Customers	View
   		Expense Categories	View
   		Constituents	View
   	Setup	Custom Lists	View
   		Custom Record Types	View
   		Custom Segments	View
   		SuiteScript	Full
   		SuiteScript Scheduling	Full
   	Custom Record	Distribution Template	Create
   		Distribution Template Line	Create
   		Custom Segment (Grant, Restrictions, etc.)	View
   		TD MR Queue	Full
   Accountant -Responsible for creating journal entries	Transaction	Make Journal Entry	Full
   	Lists	Subsidiaries	View
   		Currency	View
   	Setup	Custom Lists	View
   		Custom Record Types	View
   		Custom Segments	View
   		SuiteScript	Full
   		SuiteScript Scheduling	Full
   	Custom Record	Distribution Template	Create
   		Distribution Template Line	Create
   		Custom Segment (Grant, Restrictions, etc.)	View
   		TD MR Queue	Full
   A/R Clerk -Responsible for creating the following receivable transactions: Cash sales Sales orders Invoices Credit memos	Transaction	Make Journal Entry	View
   		Requisition	Full
   		Cash Sale	Full
   		Credit Memo	Full
   		Invoice	Full
   		Sales Order	Full
   	Lists	Subsidiaries	View
   		Accounts	View
   		Currency	View
   		Vendors	View
   	Custom Record	Distribution Template	Create
   		Distribution Template Line	Create
   		Custom Segment (Grant, Restrictions, etc.)	View
   		TD MR Queue	Full

   Note:

   To avoid encountering errors while using the Transaction Line Distribution SuiteApp, ensure that all required permissions for other related SuiteApps in the account are set properly.

To edit a custom segment in Transaction Line Distribution:

1. Go to Customizations > Lists, Records, & Fields > Custom Segments.

2. Click Edit next to a custom segment.

3. In the Primary Information section, check the Show in List box.

4. In the Accounting section, check the GL Impact box.

5. On the Permissions subtab, from the Default Record Access Level list, select Edit.

6. Click Save.

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